Waldorf Production

The Spanish group continues its asset rotation strategy by transferring its French onshore wind and solar portfolio to Technique Solaire, reinforcing its focus on offshore and regulated networks.
STMicroelectronics has signed a 15-year agreement with solar producer TSE to supply 780 GWh of electricity to its French sites starting in 2027.

NESO launches national consultation to plan regional energy infrastructure

The British system operator NESO initiates a consultation process to define the methodology of eleven upcoming regional strategic plans aimed at coordinating energy needs across England, Scotland and Wales.
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Rising oil production in 2024 boosted associated natural gas to 18.5 billion cubic feet per day, driven by increased activity in the Permian region.
OFAC’s licence for Paks II circumvents sanctions on Rosatom in exchange for US technological involvement, reshaping the balance of interests between Moscow, Budapest and Washington.

The United Kingdom formalises a mining strategy to reduce its dependence on China

London deploys a regulatory framework to secure critical mineral supplies by 2035, limiting dependence on single-country sourcing while developing a domestic lithium and tungsten industry.
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Finland, Estonia, Hungary and Czechia are multiplying bilateral initiatives in Africa to capture strategic energy and mining projects under the European Global Gateway programme.
A significant volume of concrete from the dismantling of the Sizewell A nuclear power plant is being transferred to support the foundations of the Sizewell C project, under a partnership between UK nuclear sector stakeholders.

COP30 locks in adaptation, avoids fossil phase-out and opens a climate regulatory front

The Belém summit ends with a technical compromise prioritising forest investment and adaptation, while avoiding fossil fuel discussions and opening a climate–trade dialogue likely to trigger new regulatory disputes.
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The Asian Development Bank and the Kyrgyz Republic have signed a financing agreement to strengthen energy infrastructure, climate resilience and regional connectivity, with over $700mn committed through 2027.
Pacific Green has received approval from the Victorian government for its second energy storage park in Australia, a 1GW project to be developed over 36 months in Portland’s industrial zone.

TagEnergy invests in a 150 MW storage system in Australia

TagEnergy launches a 150 MW storage project at the Golden Plains wind farm site, strengthening its investment strategy in Australia's energy infrastructure.
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The rise of residential solar in Pakistan could push some industrial regions into net-negative grid demand as early as next year, prompting a revision of tariffs and liquefied natural gas import contracts.
CATL, Sun Village and Marubeni Power Retail have signed an agreement to develop 2.4GWh of grid-scale storage capacity in Japan, without a defined schedule, leveraging investment, construction and commercial management synergies.

KEPCO and ENEC strengthen alliance on nuclear and artificial intelligence

Korean group KEPCO and UAE-based ENEC have signed two memorandums of understanding to expand their cooperation in civil nuclear energy, artificial intelligence, and digital technologies targeting new international markets.
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ExxonMobil’s pause of the Baytown project highlights critical commercial gaps and reflects the impact of US federal cuts to low-carbon technologies.
Mining group BHP has re-entered talks to acquire Anglo American, months after the latter announced a copper-focused merger with Canadian firm Teck Resources.

Eurus Energy targets 2029 for restart of Soya Misaki wind farm in Japan

Japanese group Eurus Energy has completed the environmental assessment for its 60.2MW repowering project in Wakkanai, with commissioning targeted for April 2029.
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China Southern Power Grid continues its network modernisation operations in Africa, introducing its technologies in Cairo and training local technicians to support long-term energy cooperation with the continent.
Northland Power has acquired two energy storage projects in Poland from Greenvolt Power Group, consolidating a strategic partnership in a transitioning market.
The two partners finalise agreements to industrialise an eMethanol production site in Umeå, with commissioning scheduled for 2028 and a target of capturing 150,000 tonnes of CO₂ annually.
Brazilian producer Sigma Lithium has been included in a thematic index by Morgan Stanley grouping US-listed companies considered essential to national security and strategic supply chains.

Global copper demand projected to grow 24% by 2035

The rise of data centres, electrification, Asian industrialisation and military spending are reshaping global copper market dynamics, while insufficient mining investment could increase price volatility.
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Energy logistics firm Exolum launches the UK’s first independent sustainable aviation fuel blending site, supporting a nationwide network expected to supply up to 65,000 flights per year.
French biofuel stakeholders denounce a tax hike on B100 and E85 announced in the 2026 draft budget, which they say threatens their income and the industrial balance of local areas.

Brazil, India, Italy and Japan set regulatory target for sustainable fuels

Ahead of COP30, four major economies commit to regulating the increase in sustainable fuel production and consumption by 2035.
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The 2026 draft budget proposes eliminating tax incentives for B100 and E85 fuels, prompting opposition from agricultural unions concerned about the economic impact on the biofuel sector.
Airlines for Europe warns of insufficient sustainable fuel production in Europe and requests a delay in regulatory obligations if the European Commission does not act swiftly.

Moeve joins Shell’s Avelia platform to scale sustainable aviation fuel supply

Spanish producer Moeve becomes the first external SAF supplier to join Shell’s blockchain-based platform designed to expand low-emission jet fuel adoption.
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LIFT Power has completed the first phase of baseline studies for the Yellowknife lithium project, a key step toward permitting and long-term mine planning.
First Lithium Minerals begins a field programme at its Lidstone project, aiming to identify gold or base metal drilling targets in a historically underexplored greenstone belt.

Used oil imports multiply twentyfold under pressure from biofuels

Global demand for biofuels is driving a sharp increase in used oil imports to Europe and the United States, straining global feedstock supply chains, according to the International Energy Agency.
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Singapore’s gasoil and kerosene inventories reached a three-month high after a sharp weekly drop in net exports, supported by a marked increase in imports from Northeast Asia.
CMSI launches a public consultation until 17 November to finalise a common mining standard designed to simplify industrial requirements and strengthen global adoption.

Alkagesta opens biofuels trading desk in Geneva to strengthen its investments

Trader Alkagesta opens a new biofuels trading desk in Geneva, targeting European market growth and consolidating its investments in alternative fuels.
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The Indonesian government plans to mandate a 10% bioethanol blend in gasoline to reduce fuel imports and support the local ethanol industry.
The Canadian government supports a pilot phosphorus purification project in Quebec with public funding aimed at strengthening the national strategic minerals supply chain.

Energy Fuels raises $700mn through convertible notes to support project expansion

Energy Fuels has completed a $700mn fundraising through 0.75% convertible notes, aimed at supporting its rare earth and uranium projects.
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California lifts its ban on E15 fuel, opening its vast market to the ethanol-gasoline blend in a bid to lower prices and expand consumer options.
Kinshasa replaces export ban with a quota system covering just half of its output, triggering a price surge and global supply tensions.