NEU battery materials

Canadian producer Imperial posted net income of CAD539mn in the third quarter, down year-on-year, impacted by exceptional charges despite record production and higher cash flows.
The Catabola electrification project, delivered by Mitrelli, marks the first connection to the national grid for several communities in Bié Province.

EU bans Russian LNG, Arctic bottlenecks and clauses under strain

The gradual ban on Russian cargoes reshapes European flows, increases winter detours via the Northern Sea Route and shifts risk toward force majeure and “change of law,” despite rising global capacity. —
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The US oil giant beat market forecasts in the third quarter, despite declining results and a context marked by falling hydrocarbon prices.
Schneider Electric Canada aims to bring its Danish e-methanol plant model to the Canadian market, leveraging advanced automation to support new partnerships with heavy industry sectors.

Poland: Orlen Consolidates Gas, Targets Regional Hub Without Liberalization

Poland’s gas market remains highly concentrated around Orlen, which controls imports, production, and distribution, while Warsaw targets internal and regional expansion backed by new infrastructure capacity and demand from heat and power.
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Tenergie renovated the roof of an industrial hangar at a limestone quarry in Bouches-du-Rhône and installed a 270 kWc solar plant under a 25-year lease agreement with no upfront cost for the company.
Baltic Storage Platform secures a record €85.6mn ($90.6mn) to develop two battery energy storage sites in Estonia, marking the first such financing in the Baltics based solely on storage revenue streams.

Vallourec secures over 20,000-ton pipeline contract in Brazil

The French group will supply carbon steel pipelines to TechnipFMC for the offshore Orca project, strengthening its strategic position in the Brazilian market.
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Energy group REDEN has commissioned a 3-hectare agrivoltaic greenhouse in Montaut, Ariège, combining specialised agricultural production and electricity generation on a single family-run site.
Ghana commits $200mn to equip 4,000 rooftops with solar panels, aiming to stabilise a strained grid and attract private capital into its power sector.

Hyd’Occ brings together hydrogen stakeholders in Béziers ahead of launch

Ahead of Hyd’Occ’s commissioning, Qair hosts hydrogen sector operators and decision-makers in Béziers to coordinate the industrial integration of local production into regional transport.
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The American oil major saw its revenue decline in the third quarter, affected by lower crude prices and refining margins, despite record volumes in Guyana and the Permian Basin.
The Japanese railway group will purchase solar electricity produced by Kyocera EPA via a third-party PPA structured by Kansai Electric Power, marking its first involvement in such agreements.

Gabon signs deepwater oil exploration deals with BP and ExxonMobil

Gabon strengthens its oil ambitions by partnering with BP and ExxonMobil to relaunch deep offshore exploration, as nearly 70% of its subsea domain remains unexplored.
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Shanghai Electric strengthens its position in the global nuclear fusion supply chain with strategic equipment deliveries for the ITER project in France and CRAFT in China.
Eos Energy and Frontier Power strengthen their collaboration with a major first order under a 5 GWh framework agreement to deploy long-duration storage systems across multiple energy markets.

Amentum secures key contracts under £1.4bn Sellafield nuclear programme

US-based Amentum has secured strategic roles on a 15-year decommissioning framework in the United Kingdom, potentially worth up to £1.4bn ($1.9bn), through multiple projects at the Sellafield site.
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The Paris Agreement Crediting Mechanism formalizes a landfill-methane methodology, imposes an investment-based additionality test, and governs issuance of traceable units via a central registry, with host-country authorizations and corresponding adjustments required.
Japan’s infrastructure ministry has appointed a TEPCO Renewable Power-led consortium to build a 2.3MW power plant at Yunishigawa Dam, the first public-private partnership under the government’s new hybrid model.
Amid tensions on the Midwest power grid, Washington orders the continued operation of the J.H. Campbell plant to secure electricity supply over the coming months.
Peabody Energy abandons the acquisition of Anglo American’s Australian coal assets, triggering an arbitration process following the failure of a post-incident agreement at the Moranbah North mine.

Core Natural Resources reports USD220.2mn in cash flow and adjusts its financial policy

Core Natural Resources announces USD220.2mn in operating cash flow for the second quarter of 2025, while revising its capital return strategy and increasing post-merger synergies.
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A report by Wood Mackenzie reveals that geopolitical pressures and rising global electricity demand could keep coal-fired generation elevated well beyond current forecasts.
Ramaco Resources officially opens in the United States the first mine dedicated to rare earths in seven decades, also inaugurating Wyoming's first new coal mining operation in over half a century during a ceremony attended by senior political officials.

Turkey’s Eren Energi seeks 375,000 tonnes of thermal coal before December

Turkish power producer Eren Energi Elektrik Uretim has launched a tender to buy 375,000 tonnes of thermal coal to be delivered in five shipments starting from August 2025, according to a document seen by Platts on June 27.
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Ireland ends four decades of coal-based electricity production by converting its Moneypoint power plant to heavy fuel oil, now exclusively reserved for the balancing market until 2029.
Duke Energy Indiana will launch a technical study to evaluate the potential sale of its coal units at the Cayuga site following the planned commissioning of new natural gas plants in 2029 and 2030.

China’s Coal Imports Fall by 18%, Affected by Low Domestic Prices

China's coal imports dropped 18% in May, driven by historically low domestic prices and significant growth in national production, shifting the country's energy market dynamics.
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India’s unprecedented drop in power demand led to a sharp decline in coal-based generation in May, while renewable energy output reached a record high.
Greenpeace data shows a renewed wave of coal projects in early 2025, as renewable capacity surpasses thermal energy for the first time.

Coal Lawsuit: BlackRock Warns on U.S. Energy Independence

Financial giant BlackRock highlights economic and strategic risks linked to an antitrust procedure backed by Washington, targeting major asset managers accused of conspiring to reduce coal production in the United States.
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Adani Power will supply 1,500 MW to Uttar Pradesh through an ultra-supercritical coal power plant built under the DBFOO model, at a tariff of Rs 5.383 per unit.
A satellite analysis led by Ember and Kayrros shows that methane emissions from Australian mines are 40% higher than official reports, revealing significant gaps in the current coal sector monitoring.

Trump signs executive orders to ease coal industry regulations

Donald Trump issues several executive orders aimed at reducing regulations on the U.S. coal industry, addressing economic expectations from coal-producing states while securing national energy supply.
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Backed by Chinese funding, Zambia and Zimbabwe are reviving coal projects in contrast to international energy sector trends.
New coal-fired electricity capacity added in 2024 dropped to 44 GW, driven mainly by China and India, according to a report released on Thursday.

Finland: Helen ends coal use with closure of Salmisaari power plant

Finnish energy company Helen has halted operations at the Salmisaari plant, the country’s last coal facility, halving its carbon dioxide emissions in one year.
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India crosses the symbolic milestone of producing over one billion tonnes of coal for the first time, significantly cutting its imports and strengthening energy independence through recent governmental reforms in the mining sector.
An independent study suggests that the Hail Creek mine may emit up to eight times more methane than reported in Glencore's official disclosures.