The gradual exit from CfD contracts is turning stable assets into infrastructures exposed to higher volatility, challenging expected returns and traditional financing models for the renewable sector.
The Spanish renewable energy producer significantly increased its investments and revenue while achieving more than half of its asset rotation target for the 2025–2027 period.
Octopus Energy joins a global initiative to accelerate renewable energy deployment in Africa, committing $450mn through its Power Africa programme to supply electricity to more than one million people.
Australian energy provider Snowy Hydro has secured long-term agreements with Aula Energy and TagEnergy, adding 120 MW of wind power and 105 MW of battery storage to its national portfolio.
Chinese manufacturer EVE Energy has signed a three-year memorandum of understanding with Sweden’s Vimab BESS AB to supply batteries and energy storage solutions in Northern Europe.
Huawei's full-lifecycle battery safety rating system has been officially validated by a national technical committee, marking a key milestone for large-scale energy storage deployment.
Equinix has signed a strategic agreement with French start-up Stellaria to reserve 500 MWe of advanced nuclear capacity to power its future European AI data centres starting in 2035.
Three photovoltaic plants will receive financing structured by the European Bank for Reconstruction and Development to strengthen Romania's electricity capacity and attract private capital to the sector.
Faced with a climate- and geopolitically-constrained winter, Beijing announces expected record demand for electricity and gas, placing coal, LNG and UHV grids at the centre of a national energy stress test.
Faced with oversupply risks and Russian sanctions, OPEC+ stabilises volumes while preparing a structural redistribution of quotas by 2027, intensifying tensions between producers with unequal capacities.
The Iraqi government and Kurdish authorities have launched an investigation into the drone attack targeting the Khor Mor gas field, which halted production and caused widespread electricity outages.
Bishkek plans to host a RITM-200N small modular reactor supplied by Rosatom to address electricity shortages and deepen energy ties with Moscow, despite the risks posed by Western sanctions.
The United Kingdom is replacing its exceptional tax with a permanent price mechanism, maintaining one of the world’s highest fiscal pressures and reshaping the North Sea’s investment attractiveness for oil and gas operators.
Loiret Energie and Terres d’Energie Développement will invest €15mn in a 31.5-hectare agrivoltaic farm in La Ferté Saint-Aubin, combining electricity production and organic cattle farming.
Pakistan confirms its exit from domestic fuel oil with over 1.4 Mt exported in 2025, transforming its refineries into export platforms as Asia faces a structural surplus of high- and low-sulphur fuel oil.
PetroChina internalises three major gas storage sites through two joint ventures with PipeChina, representing 11 Gm³ of capacity, in a CNY40.02bn ($5.43bn) deal consolidating control over its domestic gas network.
The FAST project enters its engineering phase in Japan, mobilising an industrial consortium led by Starlight Engine and Kyoto Fusioneering to establish a public-private fusion sector based on the deuterium-tritium cycle.
Canadian Solar Infrastructure Fund makes its first acquisition outside the FIT scheme with a 1.1 MW solar plant in Tsukuba, valued at ¥253.5mn ($1.7mn), under a corporate PPA agreement.
Brasília links a major tax fraud investigation to talks with Washington, combining demands for financial transparency with negotiations over U.S. access to Brazilian rare earths.
A strategic report reveals the industrial and energy potential of Allseas’ offshore small modular reactor, which could create up to 40,000 jobs and reduce investment in the power grid.
Niigata’s governor is expected to approve the restart of one reactor at the Kashiwazaki-Kariwa plant, inactive since the Fukushima accident, reviving a strategic asset for Japan’s energy sector.
Canadian firm Aecon and private developer Norsk Kjernekraft have signed a strategic agreement targeting the deployment of BWRX-300 small modular reactors across several potential locations in Norway.
The South African government has officially lifted the PBMR reactor out of inactivity, launching a public investment programme and transferring the strategic nuclear asset from Eskom to Necsa.
The French Court of Auditors values EDF’s grand carénage at over €100bn, while EPR2 reactors already exceed €67–75bn. The State simultaneously directs regulation, financing, and industrial strategy, raising the risk of conflict of interest.
Belarus commits major public investment to add a third reactor at the Ostrovets plant and initiates studies for a second nuclear site to support national energy demand.
Framatome’s accident-tolerant fuel prototype has completed a second 24-month cycle in a commercial nuclear reactor in the United States, paving the way for a third phase of industrial testing.
EDF confirmed that the Flamanville EPR has reached a major milestone, while planning a nearly year-long shutdown in 2026 for extensive regulatory inspections and key component replacement.
EDF is opening access to its long-term nuclear supply contracts to companies consuming more than 7 GWh per year, an adjustment driven by the gradual end of the Arenh mechanism.
South Korean authorities have approved the continued operation of the Kori 2 reactor for an additional eight years, marking a key milestone in the national nuclear strategy.
A public-private consortium is developing a 5 MW thermal microreactor designed to operate without refuelling for ten years, marking a strategic step in Brazil's nuclear innovation efforts.
EDF has announced that the Flamanville EPR reactor is now operating at 80% of its capacity. The target of reaching full output by the end of autumn remains confirmed by the utility.
The accelerated approval of the Aurora facility’s nuclear safety plan marks a strategic milestone in rebuilding a domestic nuclear fuel production line in the United States.
The Industrikraft consortium will invest SEK400mn ($42.2mn) to become a shareholder in Videberg Kraft, marking a new phase in Sweden’s nuclear project led by Vattenfall on the Värö Peninsula.
MVM Group has signed an agreement with Westinghouse to secure VVER-440 fuel supplies from 2028, reducing its reliance on Russia and strengthening nuclear cooperation between Budapest and Washington.
The delivery of nuclear fuel by Russian subsidiary TVEL to the Da Lat research reactor marks a key step in strengthening the nuclear commercial partnership between Moscow and Hanoi.
US supplier X-energy has formalised a graphite supply contract with Japan's Toyo Tanso for the construction of its first four small modular reactors, in partnership with Dow and backed by the US Department of Energy.
US-based Enveniam has signed an agreement with LIS Technologies Inc. to oversee the design and construction of a new laser-based uranium enrichment facility on American soil.
Faced with shorter approval timelines, several European nuclear firms, including Newcleo, Orano and Urenco, are considering relocating key industrial investments to the United States.
