Carbon market

The government has postponed the release of the new Multiannual Energy Programme to early 2026, delayed by political tensions over the balance between nuclear and renewables.
Indonesia plans $31bn in investments by 2030 to decarbonise captive power, but remains constrained by coal dependence and uncertainty over international financing.

Drone strike cuts electricity in Khartoum and Port Sudan, two rescuers killed

A drone attack on the Al-Muqrin station paralysed part of Sudan's electricity network, affecting several states and killing two rescuers during a second strike on the burning site.
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The Bolivian government eliminates subsidies on petrol and diesel, ending a system in place for twenty years amid budgetary pressure and dwindling foreign currency reserves.
Poland’s financial watchdog has launched legal proceedings over suspicious transactions involving Energa shares, carried out just before Orlen revealed plans to acquire full ownership.

Dalkia wins €15bn contract to manage Paris heating network until 2050

The Paris Council awards a €15bn, 25-year contract to Dalkia, a subsidiary of EDF, to operate the capital’s heating network, replacing long-time operator Engie amid political tensions ahead of municipal elections.
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Norway’s energy regulator plans a rule change mandating grid operators to prepare for simultaneous sabotage scenarios, with an annual cost increase estimated between NOK100 and NOK300 per household.
The State of São Paulo has requested the termination of Enel Distribuição São Paulo’s concession, escalating tensions between local authorities and the federal regulator amid major political and energy concerns three years before the contractual expiry.

Saudi Arabia grants $60mn loan to expand Mauritania’s power transmission network

Mauritania secures Saudi financing to build a key section of the “Hope Line” as part of its national plan to expand electricity transmission infrastructure inland.
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RESourceEU introduces direct European Union intervention on critical raw materials via stockpiling, joint purchasing and export restrictions to reduce external dependency and secure strategic industrial chains.
The third National Low-Carbon Strategy enters its final consultation phase before its 2026 adoption, defining France’s emissions reduction trajectory through 2050 with sector-specific and industrial targets.

Germany to raise allowed electricity grid revenues from 2029

Germany will allow a minimum 1.4% increase in grid operator revenues from 2029, while tightening efficiency requirements in a compromise designed to unlock investment without significantly increasing consumer tariffs.
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Facing a structural electricity surplus, the government commits to releasing a new Multiannual Energy Programme by Christmas, as aligning supply, demand and investments becomes a key industrial and budgetary issue.
A key scientific report by the United Nations Environment Programme failed to gain state approval due to deep divisions over fossil fuels and other sensitive issues.

France: RTE calls for accelerated electrification to reduce fossil fuel dependence

RTE warns of France’s delay in electrifying energy uses, a key step to limiting fossil fuel imports and supporting its reindustrialisation strategy.
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India’s central authority has cancelled 6.3 GW of grid connections for renewable projects since 2022, marking a tightening of regulations and a shift in responsibility back to developers.
The Brazilian government has been instructed to define within two months a plan for the gradual reduction of fossil fuels, supported by a national energy transition fund financed by oil revenues.

Germany delays RED III directive, retroactive enforcement now likely

The German government may miss the January 2026 deadline to transpose the RED III directive, creating uncertainty over biofuel mandates and disrupting markets.
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Italy allocated 82% of the proposed solar and wind capacities in the Fer-X auction, totalling 8.6GW, with competitive purchase prices and a strong concentration of projects in the southern part of the country.
Amid rising public spending, the French government has tasked two experts with reassessing the support scheme for renewable electricity and storage, with proposals expected within three months.
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.
A study from the Oxford Institute for Energy Studies finds that energy-from-waste with carbon capture delivers nearly twice the climate benefit of converting waste into aviation fuel.

Sipperec renews electricity concession contract with EDF and Enedis

Signed for 25 years, the new concession contract between Sipperec, EDF and Enedis covers 87 municipalities in the Île-de-France region and commits the parties to managing and developing the public electricity distribution network until 2051.
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The French Energy Regulatory Commission publishes its 2023–2024 report, detailing the crisis impact on gas and electricity markets and the measures deployed to support competition and rebuild consumer trust.
Gathered in Belém, states from Africa, Asia, Latin America and Europe support the adoption of a timeline for the gradual withdrawal from fossil fuels, despite expected resistance from several producer countries.

Europeans tighten the noose around Iran with targeted IAEA resolution

The E3 and the United States submit a resolution to the IAEA to formalise Iran's non-cooperation following the June strikes, consolidating the legal basis for tougher energy and financial sanctions.
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The United Kingdom launches a taskforce led by the Energy Minister to strengthen the security of the national power grid after a full shutdown at Heathrow Airport caused by a substation fire.
New Delhi is seeking $68bn in Japanese investment to accelerate gas projects, develop hydrogen and expand LNG import capacity amid increased openness to foreign capital.

Berlin sets subsidised electricity price at €0.05/kWh for heavy industry until 2028

Germany will introduce a capped electricity rate for its most energy-intensive industries to preserve competitiveness amid high power costs.
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Under political pressure, Ademe faces proposals for its elimination. Its president reiterates the agency’s role and justifies the management of the €3.4bn operated in 2024.
Solar and wind generation exceeded the increase in global electricity demand in the first three quarters of 2025, leading to a stagnation in fossil fuel production according to the latest available data.

Malaysia accelerates carbon taxation to safeguard industrial competitiveness

The Malaysian government plans to introduce a carbon tax and strengthen regional partnerships to stabilise its industry amid emerging international regulations.
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E.ON warns about the new German regulatory framework that could undermine profitability of grid investments from 2029.
A major blackout has disrupted electricity supply across the Dominican Republic, impacting transport, tourism and infrastructure nationwide. Authorities state that recovery is underway despite the widespread impact.

Vietnam strengthens its energy policy to accelerate low-carbon transition

Vietnam is consolidating its regulatory and financial framework to decarbonise its economy, structure a national carbon market, and attract foreign investment in its long-term energy strategy.
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The European Bank for Reconstruction and Development strengthens its commitment to renewables in Africa by supporting Infinity Power’s solar and wind expansion beyond Egypt.
Governor Gavin Newsom attended the COP30 summit in Belém to present California as a strategic partner, distancing himself from federal policy and leveraging the state's economic weight.

Beijing opens major energy projects to private capital to revive investment

Chinese authorities authorise increased private sector participation in strategic energy projects, including nuclear, hydropower and transmission networks, in an effort to revitalise slowing domestic investment.
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A new regulatory framework comes into effect to structure the planning, procurement and management of electricity transmission infrastructure, aiming to increase grid reliability and attract private investment.
À l’approche de la COP30, l’Union africaine demande une refonte des mécanismes de financement climatique pour garantir des ressources stables et équitables en faveur de l’adaptation des pays les plus vulnérables.