Project Canary

Group1 and Michigan Potash & Salt Company have signed an agreement to create a domestic potassium-based battery supply chain, relying on local mining and production free from critical metals.
Exxon Mobil will acquire a 40% stake in the Bahia pipeline and co-finance its expansion to transport up to 1 million barrels per day of natural gas liquids from the Permian Basin.

Cypress Creek secures financing for 505 MW solar project in Texas

Cypress Creek Renewables begins construction of the Hanson Solar project in Texas, backed by structured financing combining debt and equity, to support the ERCOT grid and supply Meta’s operations.
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Alaska is set to record its highest oil production increase in 40 years, driven by two key projects that extend the operational life of the TAPS pipeline and reinforce the United States' strategic presence in the Arctic.
TotalEnergies increases its stake to 90% in Nigeria’s offshore block OPL257 following an asset exchange deal with Conoil Producing Limited.

Oklo signs contract with Siemens Energy for Aurora’s power conversion system

Oklo has signed a binding agreement with Siemens Energy to accelerate manufacturing of the energy conversion system for its first advanced nuclear power plant in the United States.
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Avangrid has obtained the final regulatory approval for the NECEC project, a 1,200-megawatt cross-border transmission line connecting Québec hydropower to New England.
A security document handling incident at the nuclear power plant renews concerns about TEPCO as a key decision on restarting reactors 6 and 7 approaches in Niigata.

Siemens Energy invests €2bn in transformer plants to secure growth

The German group is concentrating its industrial investments on Grid Technologies to expand capacity in a strained market, while maintaining an ambitious shareholder return programme.
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Facing massive overcapacity, US tariff pressures and rapid technological change, India's solar module sector is preparing for major industrial restructuring dominated by a few integrated groups.
State-owned Chinese group Datang commissions a project combining renewable energy and green hydrogen within a coal-to-chemicals complex in Inner Mongolia, aiming to reduce stranded asset risks while securing future industrial investments.

German Möhring signs agreement in Mauritania for green hydrogen project

Möhring Energie Group commits to a green hydrogen and ammonia production project in Mauritania, targeting European markets from 2029, with an initial capacity of 1 GW.
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The German state is multiplying LNG infrastructure projects in the North Sea and the Baltic Sea to secure supplies, with five floating terminals under public supervision under development.
The Brazilian president calls for a voluntary and non-binding energy transition during COP30 in Belém, avoiding direct confrontation with oil-producing countries.

SPIE secures full cabling contract for Dogger Bank offshore wind farm

SPIE Wind Connect has been selected by DEME Offshore to carry out all connection and high-voltage cable testing work for the 3.6 GW Dogger Bank offshore wind project off the UK coast.
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Enerfip completes its first external growth operation by acquiring Lumo from Société Générale, consolidating its position in France’s energy-focused crowdfunding market.
The European hydrogen interconnection project H2med reaches a key milestone with the technical validation of the BarMar route between Barcelona and Marseille, confirming the viability of the subsea corridor for expected operation in 2032.

Econergy connects 52MW solar park in Poland under contract with Apple

Econergy has connected its 52MW solar project in Resko, Poland, to the grid, supported by a 19-year virtual power purchase agreement signed with Apple.
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Aramco has signed 17 new memoranda of understanding with U.S. companies, covering LNG, advanced materials and financial services, with a potential value exceeding $30 billion.
TotalEnergies and Chevron are seeking to acquire a 40% stake in the Mopane oil field in Namibia, owned by Galp, as part of a strategy to secure new resources in a high-potential offshore basin.
RWE has finalised installation of all 44 foundations at the Nordseecluster A offshore site in the North Sea, a key milestone before planned maintenance activities leading up to 2027 on this 660-megawatt project.
A pilot project backed by the state aims to modernise electricity transport between offshore wind farms and the mainland grid using superconducting cables cooled with liquid nitrogen.

Vestas boosts quarterly profit and announces €150mn share buyback

The Danish wind turbine manufacturer doubled its net profit in the third quarter despite complex market conditions, supported by increased onshore deliveries and order growth.
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Danish offshore wind giant Ørsted reported a net loss of 1.7 billion kroner in the third quarter, despite a $9.4 billion recapitalisation aimed at strengthening its balance sheet and stabilising operations.
Norway's energy regulator has rejected an application to build a wind farm in the northern Finnmark region due to potential environmental impacts and threats to Indigenous Sami culture.

Ørsted sells 50% of Hornsea 3 project to Apollo for DKK 39 billion

Danish Ørsted has signed an agreement with Apollo to sell a 50% stake in its Hornsea 3 offshore wind farm in the UK, in a strategic transaction valued at approximately DKK 39 billion ($5.43bn).
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Eneco takes over Prowind’s wind project development business in the Netherlands, adding 260 MW to its portfolio. Prowind refocuses on the German market, where demand is growing rapidly.
The Chinese wind turbine manufacturer and Saudi operator sign a seven-year framework agreement to deploy local production lines and enhance technological cooperation in several strategic markets.

Iberdrola installs its first offshore HVDC station in the United Kingdom

Iberdrola has installed the high-voltage direct current converter station for its East Anglia THREE wind farm, marking a key milestone in a €5 billion project.
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Driven by solid operational performance, Nordex has raised its 2025 EBITDA margin forecast to 7.5–8.5%, up from the previous 5–7%, following a significant improvement in preliminary third-quarter results.
Neoen’s Goyder South Wind Farm reaches full generation capacity, strengthening the French group’s presence in Australia’s energy market with 412 MW connected to the grid.

Waddi wind project secures environmental approval from Australian government

The Australian government has granted environmental approval for the 108 MW Waddi Wind Farm, a Tilt Renewables project with construction costs exceeding $400mn.
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The 180 MW Nimbus wind project enters its final phase of construction in Arkansas, with commercial operation scheduled for early 2026.
Faced with market uncertainty in Europe, Siemens Gamesa pauses a planned industrial investment in Esbjerg, highlighting structural difficulties in the offshore wind sector.

Political crisis in France slows offshore wind development

Institutional deadlock in France delays tenders and weakens the offshore wind sector, triggering job cuts and major industrial withdrawals from the market.
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The Lithuanian energy group has signed a EUR 318 million financing agreement for its 314 MW wind project, the largest in the Baltic states.
German group BayWa r.e. has tasked Enercoop Bretagne with implementing a citizen investment scheme for its planned wind farm in Plouisy, aiming for shared governance and stronger local involvement.

US wind installations drop 15% but rebound expected in 2027

US wind capacity fell in Q2, but developers anticipate a sharp increase by late 2025, with 46 GW of new capacity forecast by 2029 and a peak in 2027.
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Engie has signed a renewable electricity supply contract with Apple covering 173 MW of installed capacity in Italy, with commissioning scheduled between 2026 and 2027.
Renova a soumis une méthodologie d’évaluation environnementale pour un projet éolien terrestre de 280MW à Higashidori, renforçant son positionnement sur les technologies renouvelables au Japon.