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Driven by green hydrogen demand and state-backed industrial plans, the global electrolyser market could reach $42.4bn by 2034, according to the latest forecast by Future Market Insights.
German group RWE has replaced 27 old turbines with three new high-performance units at its Muel wind farm, doubling energy output and earning ZeroWaste certification.

ACWA Power and Bapco Energies launch 2.8 GW cross-border solar project

ACWA Power and Bapco Energies signed a joint development agreement for a solar power plant integrated with storage technology in eastern Saudi Arabia, to supply electricity to Bahrain.
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The Estonian Ministry of Economic Affairs has opened a tender to select a site and conduct initial environmental studies for a 600 MW nuclear power plant, marking a decisive step for the country’s energy future.
Samsung SDI will supply LFP cells for energy storage systems in the United States starting in 2027, under a multi-year deal valued at $1.53bn.

Sound Energy launches gas production at Tendrara after six-month delay

The British company begins the initial production phase of Morocco's Tendrara gas field, activating a ten-year contract with Afriquia Gaz amid phased technical investments.
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Shell acquires 60% of Block 2C in the Orange Basin, commits to drilling three wells and paying a $25mn signing bonus to PetroSA, pending regulatory approval in South Africa.
Rising wholesale electricity prices in 2025 are strengthening margins for coal and gas-fired plants in the United States, with the profitability gap between the two narrowing significantly.

United States: winter cold drives up natural gas price forecasts

The Energy Information Administration revises its gas price estimates upward for late 2025 and early 2026, in response to strong consumption linked to a December cold snap.
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Malgré la pression exercée sur le gouvernement vénézuélien, Washington ne cherche pas à exclure Caracas de l’OPEP, misant sur une influence indirecte au sein du cartel pour défendre ses intérêts énergétiques.
Kazakhstan redirects part of its oil production to China following the drone attack on the Caspian Pipeline Consortium terminal, without a full export halt.

GE Vernova and Washington join forces to boost strategic yttrium reserves

GE Vernova is working with the US government to increase its yttrium stockpiles, a critical metal now facing export restrictions from China, disrupting global industrial supply chains.
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The European Commission has approved Poland's financial support plan for its first nuclear power plant, a €42bn project backed by public funding, state guarantees, and a contract for difference mechanism.
The European Commission is set to launch a massive plan to modernise electricity transmission networks, including eight key projects, reinforced storage capacity, and the creation of cross-border hydrogen corridors.

Venture Global rejects Shell’s fraud allegations in LNG arbitration dispute

Venture Global denies Shell’s claims of fraud in an LNG cargo arbitration and accuses the oil major of breaching arbitration confidentiality.
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The American oil group now plans to invest $20 billion in low-emission technologies by 2030, down from the $30 billion initially announced one year earlier.
Driven by mobility and alkaline electrolysis, the global green hydrogen market is projected to grow at a rate of 60 % annually, reaching $74.81bn in 2032 from $2.79bn in 2025.

China receives first Russian LNG shipment via sanctioned Beihai terminal

The Valera LNG carrier delivered a shipment of liquefied natural gas (LNG) from Portovaya, establishing a new energy route between Russia and China outside Western regulatory reach.
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South Stream Transport B.V., operator of the offshore section of the TurkStream pipeline, has moved its headquarters from Rotterdam to Budapest to protect itself from further legal seizures amid ongoing sanctions and disputes linked to Ukraine.
Six European nuclear authorities have completed the second phase of a joint review of the Nuward modular reactor, a key step toward aligning regulatory frameworks for small nuclear reactors across Europe.
Mori Building has completed three solar-plus-storage plants in Japan to supply its real estate assets through an intra-group partnership structured by TEPCO Energy Partner.
Japanese grid operator OCCTO allocated 75.4MWAC in its third solar auction for FY2025, with an average feed-in-premium price of 7.13 yen per kWh, marking a session that fell short of initial subscription targets.

Octillion completes solar rollout at battery plant in Pune

Octillion has fully converted its electric vehicle battery production facility in Pune to solar power, initiating the rollout of an energy strategy aimed at achieving energy autonomy for all its India-based operations by 2027.
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Westbridge Renewable Energy has secured final regulatory approval in Alberta for its Dolcy Solar project, marking the last step before construction can begin.
Chinese firm Sunman will build Australia’s largest solar module plant in the Hunter Valley, backed by AUD171 mn ($111.92 mn) in public funding.

Botswana signs partnership with Oman including 500 MW solar power plant

Botswana has concluded a series of energy agreements with Omani public investors, including the development of a 500 MW solar power plant and projects in fuel storage and petroleum trading.
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With 16.8 MWp of capacity, the Triticum plant in Bavaria marks a strategic investment for MaxSolar, strengthening the agrivoltaic model in the German energy landscape.
Greencells has signed a partnership with Belgian company 3E to transfer over 3 GW of solar and storage capacity to SynaptiQ, a central monitoring and analytics platform.

Grenergy sells seven photovoltaic plants to Ecopetrol in Colombia

Spanish group Grenergy has signed an agreement to sell seven solar projects with a total capacity of 88 MW to Ecopetrol, as part of its asset rotation strategy.
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Zenith Energy has launched a tender for the construction of three solar plants totalling 7 MWp in Italy, with expected bank financing covering up to 90% of costs.
JA Solar unveils a pioneering white paper on photovoltaic systems in arid regions, with a module designed to withstand extreme desert conditions and improve long-term energy yield.

Shikoku Electric Power expands solar acquisitions and targets water surfaces

Shikoku Electric Power lowers its acquisition threshold for solar projects to 500kWAC and calls for proposals to develop floating plants on reservoirs of at least 15,000m².
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Canadian Solar has started delivering non-fossil certificates from a new 20 MWAC solar plant in Okayama under a 25-year virtual power purchase agreement with a Japanese company.
Ecopetrol has reached a conditional agreement to acquire seven companies holding photovoltaic projects across four Colombian departments, for a total potential of 88.2 MWp.

EBRD grants €192 mn to finance 531 MW of solar in Romania

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.
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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.
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.

Sunsure Energy signs long-term solar agreement with Bisleri in India

The agreement will enable Bisleri to meet 48% of the electricity needs at its Sahibabad site through solar power supplied by Sunsure, cutting annual CO₂ emissions by nearly 2,700 tons.
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Vikram Solar has commissioned a new 5 GW automated plant in Vallam, Tamil Nadu, raising its total capacity to 9.5 GW and marking a key milestone in its industrial expansion strategy in India.
Norwegian group Scatec is developing a 1.1 GW solar plant with 200 MWh of storage for Egypt Aluminium, under a 25-year contract backed by the EIB, AfDB and EBRD.