investment

Washington imposes massive duties citing Bolsonaro prosecution while exempting strategic sectors vital to US industry.
The US wind market recorded 91% growth in the first quarter of 2025, but new regulatory restrictions and the planned end of tax credits threaten the sector’s future.

Department of Energy report questions economic impact of CO2 and reach of US climate policies

A Department of Energy report states that US actions on greenhouse gases would have a limited global impact, while highlighting a gap between perceptions and the economic realities of global warming.
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The Trump administration cancels federal offshore wind zones, threatening 77,000 jobs and $12bn in annual investments in a sector currently employing 120,000 people.
The American start-up promises an energy revolution in 2028 with its unique deuterium-helium-3 technology. Between immense technical challenges and a bold financial gamble.

Nscale, Aker and OpenAI launch Stargate Norway, a 100,000 GPU AI infrastructure project in Norway

A partnership between Nscale, Aker and OpenAI will create Stargate Norway, an artificial intelligence infrastructure site powered by renewable energy, set to house 100,000 NVIDIA GPUs in Northern Norway by the end of 2026.
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Sanctions imposed on August 1 accelerate the reconfiguration of Indo-Pacific trade flows, with Vietnam, Bangladesh and Indonesia emerging as principal beneficiaries.
Washington triggers an unprecedented tariff structure combining 25% fixed duties and an additional unspecified penalty linked to Russian energy and military purchases.

Shell launches a share buyback programme after a 23% drop in net profit

Shell’s half-year net profit falls to USD8.38bn as the group announces a new share buyback programme, amid lower hydrocarbon prices and ongoing cost reductions.
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Legrand reports a significant increase in half-year profit, fuelled by growing demand from data centres and reinforced growth prospects for the coming years.
Schneider Electric’s revenue reached EUR19.3bn in the first half, supported by strong data centre activity and growth across all its main markets.

Subsea 7 reports earnings growth and confirms merger with Saipem

Subsea 7 reports a strong increase in its financial results for the second quarter of 2025 and announces a definitive agreement for a merger with Saipem, while maintaining its growth outlook for the year.
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The integration of carbon capture credits into the British trading system by 2029 raises questions about the price gap with allowances and limited supply capacity.
Element 2 strengthens its partnership with HRS to install a mobile hydrogen station in Glasgow, as part of its expansion strategy for its refuelling network in the United Kingdom and Ireland.

Sustainable aviation fuel production: INA and CLG achieve landmark industrial test in Croatia

INA has completed its first industrial production of sustainable aviation fuel at the Rijeka refinery, demonstrating the feasibility of commercial-scale co-processing of biogenic feedstocks with the technology developed by Chevron Lummus Global.
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The Russian Minister of Energy announces strengthened cooperation in uranium and civil nuclear energy in Niger, reinforcing Russia's economic presence in a key sector following the withdrawal of several Western players.
Investments in renewable energy across the Middle East and North Africa are expected to reach USD59.9 bn by 2030, fuelled by national strategies, the rise of solar, green hydrogen, and new regional industrial projects.

SANY launches 10 MW solar project in Zimbabwe with unique EP+F model

SANY begins construction of a 10 MW solar power plant in Zimbabwe, the first African project integrating engineering, procurement and financing, while continuing its expansion in microgrids and hybrid solutions across the continent.
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Global electricity demand is projected to grow steadily through 2026, driven by industrial expansion, data centres, electric mobility and air conditioning, with increasing contributions from renewables, natural gas and nuclear power.
Global hydrogen development, supported by more than 1,500 ongoing projects and significant investments, is driving strong demand for insurance coverage, with potential estimated at over USD3bn in annual premiums by 2030.
The European Commission opens an in-depth investigation into Adnoc’s purchase of German chemical group Covestro, questioning the potential impact of foreign subsidies and competition within the European internal market.
Qatar rejects EU climate transition obligations and threatens to redirect its LNG exports to Asia, creating a major energy dilemma.

ENERTRAG invests €300 mn in 130 MW green hydrogen site in Prenzlau

ENERTRAG announces the acquisition of a plot in Prenzlau to install a 130 megawatt green hydrogen production unit, with a planned investment of €300 mn, thereby supporting the regional economy and local industrial sector.
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Slovenské elektrárne has signed an agreement with Urenco for the purchase of enriched uranium for the Bohunice and Mochovce nuclear power plants, strengthening the diversification of its supply sources until the mid-2030s.
The US wind sector saw marked progress in the first quarter, but regulatory uncertainty slowed turbine orders, creating medium-term challenges for the industry.

VALEMO secures technical supervision of the Yeu-Noirmoutier offshore wind farm

VALEMO, the French energy maintenance company, will lead the remote supervision of the Yeu-Noirmoutier offshore wind farm, bringing its expertise to the ongoing management of marine electricity production infrastructure and equipment.
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Opdenergy acquires thirteen new wind farms in Spain for a total capacity of 440 MW, strengthening its international presence and portfolio through a major asset transfer operation in the sector.
Green Hybrid Power secures initial $4.4mn financing to launch a 1 GW floating solar power plant in Zimbabwe, aiming to supply 500 MW to industry under a twenty-year contract.

Uganda opens a mission in Vienna to strengthen its nuclear partnerships

Uganda is relying on a diplomatic presence in Vienna to facilitate technical and commercial cooperation with the International Atomic Energy Agency, supporting its ambitions in the civil nuclear sector.
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H2APEX Group SCA has completed a EUR30mn ($32.5mn) capital increase to finance the acquisition of HH2E Werk Lubmin GmbH and support the development of its hydrogen project in Germany. —
Stonepeak announces the creation of JouleTerra, a platform dedicated to the aggregation and management of grid-connected land, aimed at supporting the deployment of renewable energy infrastructure throughout the European continent.

ENEC seals new strategic nuclear deals with Hyundai E&C and Westinghouse

Emirates Nuclear Energy Company signs two major agreements with Hyundai Engineering & Construction and Westinghouse, strengthening its position in the global civil nuclear market and paving the way for new international industrial opportunities.
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The launch of the Dongfang 1-1 13-3 project by CNOOC Limited marks a milestone in offshore gas development in China, bringing new investments in infrastructure and regional production.
Woodside Energy will operate the Bass Strait gas assets following an agreement with ExxonMobil, strengthening its position in the Australian market while maintaining continuity of domestic supply.

Next Hydrogen launches Ontario’s largest onsite clean hydrogen refuelling station

Next Hydrogen launches the largest onsite clean hydrogen production and distribution station in Ontario, capable of supplying up to 650 kg per day for powering fuel cell forklifts.
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Loblaw Group will deploy a 7.5 MW photovoltaic installation on the roof of its East Gwillimbury distribution centre, generating up to 25% of the site’s annual electricity and marking a new step for the Canadian logistics sector.
Eco Wave Power has completed the installation of floaters for its pilot project in Los Angeles, marking a strategic milestone in the validation and commercialisation of its wave energy technology in the US market.

Shell restructures five U.S. solar projects through joint venture with Ares

Savion, a Shell subsidiary, transfers majority ownership of five solar projects to Tango Holdings, 80% owned by Ares, to optimise the U.S. renewable electricity production portfolio and improve the profitability of the oil group’s investments.
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Baker Hughes is set to acquire Chart Industries for $13.6bn, surpassing Flowserve’s offer and ending the previously announced merger between Chart and Flowserve, according to sources close to the matter.
The State of New York is launching a major competition to deploy one gigawatt of energy storage, a key step in its roadmap to strengthen grid reliability and optimise costs.