Nuclear

Renewable energy growth in Germany slowed in 2025, despite solar surpassing lignite for the first time.
An attack claimed by a far-left group severely impacted Berlin’s electricity supply, testing the network operator’s response capacity amid ongoing threats to energy infrastructure.

France scraps Arenh and promises stable electricity prices through 2027

A new pricing framework will apply from January 2026 in France, replacing the Arenh mechanism. The state says the reform will not lead to higher bills for most consumers.
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The Ministry of the Economy forecasts stable regulated tariffs in 2026 and 2027 for 19.75 million households, despite the removal of the Arenh mechanism and the implementation of a new tariff framework.
The federation of the electricity sector proposes a comprehensive plan to reduce dependence on fossil fuels by replacing their use in transport, industry and housing with locally produced electricity.

Czech government rejects ETS2 and warns of disadvantage against China and the United States

The new Czech Minister of Industry wants to block the upcoming European emissions trading system, arguing that it harms competitiveness and threatens national industry against global powers.
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Several scenarios are under review to regain control of CEZ, a key electricity provider in Czechia, through a transaction estimated at over CZK200bn ($9.6bn), according to the Minister of Industry.
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 targets $92bn to green its industrial power generation by 2050

Indonesia plans $31bn in investments by 2030 to decarbonise captive power, but remains constrained by coal dependence and uncertainty over international financing.
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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.
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.

Polish regulator investigates suspicious trades ahead of Orlen’s Energa announcement

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.
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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.
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.

São Paulo pushes for termination of Enel’s concession before 2028

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.
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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.
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.

France opens final consultation phase for 2050 low-carbon strategy

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.
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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.
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.
On the 50th anniversary of its independence, Suriname announced a national roadmap including major public investment to develop its offshore oil reserves.
In its latest review, the International Energy Agency warns of structural blockages in South Korea’s electricity market, calling for urgent reforms to close the gap on renewables and reduce dependence on imported fossil fuels.

China’s installed power capacity reaches 3.75 bn kW, up 17.3 %

China's power generation capacity recorded strong growth in October, driven by continued expansion of solar and wind, according to official data from the National Energy Administration.
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The 2026–2031 offshore programme proposes opening over one billion acres to oil exploration, triggering a regulatory clash between Washington, coastal states and legal advocacy groups.
The government of Mozambique is consolidating its gas transport and regasification assets under a public vehicle, anchoring the strategic Beira–Rompco corridor to support Rovuma projects and respond to South Africa’s gas dependency.

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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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.
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.

UK urged to choose between carbon capture and aviation fuels

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.
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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.
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.

Over 80 countries push for roadmap on fossil fuel phase-out at COP30

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.
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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.
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.

India targets $68bn in Japanese investment to boost gas and hydrogen

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.
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Germany will introduce a capped electricity rate for its most energy-intensive industries to preserve competitiveness amid high power costs.
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 growth absorbs all global electricity demand increase

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.
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The Malaysian government plans to introduce a carbon tax and strengthen regional partnerships to stabilise its industry amid emerging international regulations.
E.ON warns about the new German regulatory framework that could undermine profitability of grid investments from 2029.