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voltsdaily

Monday, 7 September 2026

39 briefs so farlast update 17:39 UTC

Key points

  • Brent Briefly Tops $98 as Hormuz Tensions and Chinese Buying Lift Crude.
  • Chinese Media Report Freeze on Approvals for New Battery Manufacturing Capacity.
  • ExxonMobil to Operate Papua LNG After TotalEnergies Cuts Stake to 20%.
  • Dangote Refinery Cleared for Lagos IPO Targeting About USD 1.6 Billion.

Renewables

Australian Utility Solar Sets State Records as PV Curtailment Nearly Halves

Curtailment of utility-scale photovoltaic (PV) output in Australia's National Electricity Market fell to 168 GWh in August 2026 from 284 GWh in August 2025, according to pv magazine, which described the reduction as significant.

Three states posted record monthly utility PV generation over the same period. New South Wales delivered 684 GWh, Queensland 665 GWh and Victoria 213 GWh, pv magazine reported.

On a combined solar and wind basis, Victoria led all states with 1,387 GWh of utility generation in August 2026.

Rystad Energy analyst David Dixon said Australia's utility-scale solar and wind assets together produced 4.99 TWh in August 2026, a 3% increase on the 4.86 TWh recorded in August 2025.

Project financing also moved during the month. More than 1 GW of utility generation and storage assets reached financial close in Australia in August 2026, according to pv magazine.

The curtailment figure is the sharper of the two operational data points: at 168 GWh, the volume of utility PV energy spilled rather than delivered was well below the 284 GWh recorded a year earlier, even as state-level generation records were set. Curtailment occurs when renewable output is cut back because network capacity or demand cannot absorb it, so the year-on-year drop indicates more of the available solar resource reached the market.

The aggregate generation increase of 3% is modest against the state records, reflecting the mix of solar and wind in the 4.99 TWh total reported by Dixon. Victoria's position at the top of the combined solar and wind table with 1,387 GWh sits alongside its 213 GWh of utility PV, the smallest of the three record-setting PV figures.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: Australian Utility Solar Sets State Records as PV Curtailment Nearly Halves
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Grid & Storage

Mexico Pushes Storage Registration Deadline to Oct. 30 Under CFE Strategic Call

Mexico's Secretariat of Energy (Sener) has moved the registration deadline for storage projects to Oct. 30 under the Call for Strategic Electricity Generation and Storage Projects associated with CFE, according to ESS News.

The change applies to storage only. ESS News reported that the extension does not reopen registration for renewable generation projects, whose window closed Sept. 2.

Generation developers had a three-month window to file expressions of interest and interconnection study requests, running from June 2 through Sept. 2, per ESS News. Storage applicants now have close to two additional months beyond that cutoff.

The call itself is not new, and the deadline shift is not the first change to it. ESS News reported that Sener published the original call May 15 and that it has already been amended since.

Interconnection study requests were bundled with expressions of interest for generation projects in the same June 2 to Sept. 2 window, tying grid access screening directly to the registration step rather than treating it as a later stage.

With the generation track closed and the storage track held open to Oct. 30, the process now runs on two separate clocks under a single call associated with CFE.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: Mexico Pushes Storage Registration Deadline to Oct. 30 Under CFE Strategic Call
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Transport

ICCT: EVs Ran 33% Cheaper Than Gasoline Cars in the EU Last Year

Operating an electric car in the EU cost 33% less than running a gasoline car in 2025, according to the ICCT thinktank's 'EV Transition Check' study, reported by electrive.

The gap holds even for drivers without home charging. Electric cars charged exclusively at public stations, which are generally more expensive, still came in 28% cheaper to operate than petrol cars, the study found.

The spread widened at the start of 2026. Energy costs for combustion engine cars rose by 12% to 36%, while costs for battery electric vehicles remained largely unchanged, according to the ICCT figures cited by electrive.

Purchase economics have moved in the same direction. Battery costs fell 35% globally between 2020 and 2025.

Heavy freight has crossed the same line in at least one national market. In Germany, buying and running an electric truck in long-haul transport already costs 11% less than a diesel truck, helped by toll exemptions.

Fully electric powertrains held an 18% market share in Europe in 2025, per the study.

Source: electrive.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: ICCT: EVs Ran 33% Cheaper Than Gasoline Cars in the EU Last Year
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Grid & Storage

Waratah Super Battery Set to Reach Full Capacity After Replacement Transformer Energised

Australia's most powerful battery is poised to reach full capacity after a replacement transformer was energised, RenewEconomy reported.

The asset is the Waratah Super Battery, according to RenewEconomy.

The transformer replacement had held the project short of its rated output, and its energisation clears the way for the battery to operate at full capacity, per RenewEconomy.

Source: reneweconomy.com.au (opens in a new tab)1 sourcePermalink

AI-generated illustration for: Waratah Super Battery Set to Reach Full Capacity After Replacement Transformer Energised
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Renewables

Willatook Wind Project Seeks Approval for Fewer, Taller Turbines to Protect Bats

The developer of the 350 megawatt Willatook wind project in Victoria, Australia, has asked for approval to redesign the plant with fewer but taller turbines and shorter blades to protect bats, RenewEconomy reported.

According to RenewEconomy, the application covers changes to the project's layout, the number of turbines and their size, and is framed as a way to work around restrictive conditions the state government imposed more than three years ago.

The site sits near Orford in south-west Victoria, about 20 kms north of Port Fairy, per RenewEconomy.

The combination sought is unusual: greater hub height paired with shorter blades, which RenewEconomy reports is intended to reduce the risk to bats.

Source: reneweconomy.com.au (opens in a new tab)1 sourcePermalink

AI-generated illustration for: Willatook Wind Project Seeks Approval for Fewer, Taller Turbines to Protect Bats
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Renewables

Canadian Solar Opens 2.1 GW Heterojunction Cell Plant in Indiana

Canadian Solar's CS PowerTech subsidiary opened the first phase of a heterojunction cell factory in Jeffersonville, Indiana in July 2026, according to pv magazine.

That opening phase carries 2.1 GW of annual cell capacity, pv magazine reported, and forms part of a site designed to reach 6.3 GW once built out.

The plant sits within a wider shift in where heterojunction (HJT) manufacturing money is going. Some of the most significant new commitments to the technology are emerging in the United States rather than in the established manufacturing centers of China and Southeast Asia, pv magazine reported.

Heterojunction cells combine crystalline silicon with thin amorphous silicon layers and have long been treated as a higher-efficiency alternative to mainstream cell architectures. The Jeffersonville build gives the technology a domestic cell footprint measured in gigawatts rather than pilot lines.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Transport

GAC, Geely and Leapmotor EVs Take Five Stars in Latest Euro NCAP Tests

Three electric models from Chinese brands GAC, Geely and Leapmotor each took the maximum five-star Euro NCAP safety rating in the group's latest round of evaluations, according to Electrek.

The GAC Aion UT scored 91% for Crash Protection, alongside 88% for Post Crash Safety, 74% for Crash Avoidance and 66% for Safe Driving, per the Euro NCAP results reported by Electrek.

The Leapmotor B05 posted the strongest Crash Protection result of the three at 92%, with 89% for Post Crash Safety and 77% for Crash Avoidance, according to the same results. Its Safe Driving score matched the Aion UT at 66%.

The Geely E2 led on Post Crash Safety with 95% and on Safe Driving with 79%, while recording 86% for Crash Protection and 72% for Crash Avoidance, Electrek reported.

Euro NCAP Programme Director Dr. Aled Williams said the results show Chinese carmakers are still working hard to match the high standards expected by European consumers.

Source: electrek.co (opens in a new tab)1 sourcePermalink

Policy & Geopolitics

US Agriculture Secretary Discloses Up to USD 2.5 Million in Fossil Fuel Holdings

Brooke Rollins, the United States agriculture secretary, disclosed fossil fuel investments worth as much as USD 2.5 million held jointly with her husband Mark Rollins, an executive in the oil and gas industry, in reports filed in July, Inside Climate News reported.

The U.S. Congress Joint Economic Committee-Minority produced a separate tally on presidential holdings. Its report put President Trump's potential gain at around USD 15.5 million on the oil and gas positions he held at the end of 2025, according to Inside Climate News.

Industry-wide earnings have moved in the same direction. Oil and gas companies have booked more than USD 125 billion in profits since the launch of the war, Inside Climate News reported.

An April survey found 94% of farmers concerned about rising production costs tied to the war in Iran, according to Inside Climate News.

The department Rollins runs has closed off one alternative for growers. The U.S. Department of Agriculture stopped funding wind and solar projects on American farmland and made renewable energy projects ineligible for loans under the Rural Energy for America Program (REAP), Inside Climate News reported.

REAP loans finance on-farm generation and efficiency upgrades. Cutting renewables out of the program eliminates that borrowing route while 94% of surveyed farmers report concern over production costs linked to the war in Iran.

Source: insideclimatenews.org (opens in a new tab)1 sourcePermalink

Oil & Gas

ExxonMobil to Operate Papua LNG After TotalEnergies Cuts Stake to 20%

ExxonMobil is set to become operator of Papua LNG, the USD 14 billion gas export scheme in Papua New Guinea, with the partners pushing toward a final investment decision, TotalEnergies said in an announcement reported by World Oil.

Design changes and the rebidding of engineering, procurement and construction contracts cut nearly USD 4 billion from the budget, leaving estimated capex at approximately USD 14 billion, according to World Oil.

TotalEnergies is offloading a 9.1% interest to its partners. That leaves the company at 20% once back-in rights are settled, while its share of LNG offtake stays unchanged, World Oil reported.

Ownership after those transfers and the exercise of back-in rights by the Papua New Guinea government puts ExxonMobil at 34.1% in the operator seat, World Oil reported. Kumul Petroleum Holdings Limited and MRDC together take 22.5%. Santos is at 21%, and ENEOS Xplora holds 2.4%.

Gas for the plant comes from the Elk and Antelope fields in the Gulf Province of Papua New Guinea, with nameplate output set at 5.6 MMtpa of LNG, according to World Oil.

A marketing joint venture between TotalEnergies and Papua New Guinea state entities will handle 2.4 MMtpa of the volumes, which World Oil said supports project financing.

Source: worldoil.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: ExxonMobil to Operate Papua LNG After TotalEnergies Cuts Stake to 20%
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Transport

UK Electric Car Share Hits 25.6 Per Cent, Still Under Mandate Target, SMMT Says

Battery-electric cars took 25.6 per cent of UK registrations across the first eight months of 2026, according to electrive, citing the SMMT. That falls short of the 33 per cent headline mandate requirement, the trade body warns.

August supplied the strongest monthly reading. Registrations of purely electric cars in Great Britain totalled 28,063 for the month, a rise of 27.7 per cent against August a year earlier, electrive reported.

Electric van registrations climbed 25.9 per cent in August to 2,395 units, a record 16.3 per cent share of that segment.

Commercial vehicles remain the weaker half of the picture. Electric models hold 11 per cent of the overall commercial vehicle market year to date, less than half the 24 per cent ZEV Mandate target set for 2026, according to electrive.

Mike Hawes, chief executive of the SMMT, called August "a bright spot for the new car market" and another strong month for electric car uptake, saying motorists are responding to the choice and offers on sale.

The two shortfalls differ in scale. Car uptake of 25.6 per cent runs under the 33 per cent headline requirement, while the 11 per cent commercial running share against a 24 per cent target leaves a far steeper climb for the remainder of the year.

Monthly growth outpaces the cumulative averages. Cars grew 27.7 per cent in August year on year, and vans grew 25.9 per cent over the same comparison.

Source: electrive.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: UK Electric Car Share Hits 25.6 Per Cent, Still Under Mandate Target, SMMT Says
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Transport

VW Books More Than 30,000 European Orders for ID. Polo

Volkswagen has taken more than 30,000 orders across Europe for the ID. Polo, according to electrive, which reported the carmaker's confirmation of the figure.

Order books opened in April, after the model's world premiere, electrive said.

The cheapest version, the ID. Polo Trend, became configurable from EUR 24,995. That variant pairs a 37 kWh lithium iron phosphate battery with an 85 kW motor and a WLTP range of 323 kilometres, per electrive.

Demand is running higher still at Škoda, which reports more than 35,000 orders for the Epiq, electrive said.

Source: electrive.com (opens in a new tab)1 sourcePermalink

AI-generated illustration for: VW Books More Than 30,000 European Orders for ID. Polo
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Transport

Audi Prices A2 e-tron From EUR 38,200 in Germany, Deliveries From December 2026

Audi will open orders for its entry-level A2 e-tron on September 10, 2026, with the base 125 kW version carrying the 52 kWh battery priced at EUR 38,200 (USD 45,000) in Germany, according to Electrek.

Electrek reported that the 140 kW variant reaches a WLTP range of up to 401 miles (646 km), helped by a drag coefficient of 0.24. Energy consumption is 12.8 kWh per 100 km on the WLTP cycle, which Electrek said makes the car the most efficient series-production Audi built to date.

The model line spans four power levels of 125, 140, 170 and 240 kW, paired with three battery options of 52, 61 or 84 kWh, per Electrek.

Charging on the largest pack runs at up to 183 kW on DC, taking the 84 kWh battery from 10% to 80% in about 29 minutes, according to Electrek.

Production sits at Audi's Ingolstadt plant in Germany, with first customer deliveries expected to begin in December 2026, Electrek reported.

Audi CEO Gernot Döllner described the A2 e-tron as "more than a new model," calling it the brand's "renewal," according to Electrek.

Source: electrek.co (opens in a new tab)1 sourcePermalink

AI-generated illustration for: Audi Prices A2 e-tron From EUR 38,200 in Germany, Deliveries From December 2026
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Renewables

Italy Added 2,610.9 MW of Solar in First Half of 2026, Says PV Magazine

Italy connected 83,791 new renewable energy systems totaling 2,918 MW in the first half of 2026, according to pv magazine. Solar made up around 90% of that new capacity, with 83,732 installations adding 2,610.9 MW.

Solar additions rose 18% year on year, pv magazine reported, while wind capacity additions fell 22% and hydropower additions fell 73%.

The half-year additions lifted cumulative installed solar capacity to approximately 46.8 GW at the end of June, according to the same report.

ANIE Rinnovabili called for accelerated environmental assessments for 13 GW of projects awaiting review by the Prime Minister's Office, pv magazine reported.

The volume of capacity stuck in that permitting queue is roughly five times what solar delivered over the six-month period. With solar the only one of the three technologies growing, the pace of environmental review determines how much of the pipeline converts into connected capacity.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Chart showing cited values: Italy's cumulative installed solar capacity: approximately 46.8 GW; Projects awaiting review by the Prime Minister's Office: 13 GW. Data as cited.
Chart: voltsdaily, data as cited

Renewables

Nigeria Opens Tender for 100 MW Solar Project in Niger State

Nigeria has opened a tender for the construction and installation of a 100 MW solar plant in Niger state, in the centre of the country, according to pv magazine.

The plant is to be sited in the town of Maikunkele and forms part of the Niger State Solar Energy Development Project, pv magazine reported.

Prequalification applications must be delivered by post by October 13, with the bid invitation currently scheduled for January 2027, according to pv magazine.

Financing is not yet secured. The government of Nigeria has applied to the Islamic Development Bank (IsDB) for financing towards the cost of the development project and intends to apply part of the proceeds to payments under the tender, pv magazine reported.

The tender lands on a base of 4.9 GW of operational solar in Nigeria, according to figures collected by the Africa Solar Industry Association (AFSIA) in its online database. The same database lists a further 188 MW under construction.

At 100 MW, the Maikunkele project would exceed half of the capacity AFSIA currently counts as under construction across the country.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Chart showing cited values: Solar under construction in Nigeria: 188 MW; Solar project in Niger state: 100 MW. Data as cited.
Chart: voltsdaily, data as cited

Grid & Storage

Chinese Media Report Freeze on Approvals for New Battery Manufacturing Capacity

China has instituted an administrative domestic freeze on regulatory approvals for new battery manufacturing capacity, according to Chinese media reports relayed by ESS News.

The suspension was first reported by Chinese financial outlet Caixin and subsequently picked up by Reuters. Chinese media are reporting the freeze applies to regulatory approvals for new battery manufacturing capacity.

Authorities are conducting an audit into operational and planned pipelines across stationary energy storage and electric vehicle cells, according to the reporting. The scope therefore covers both grid-scale storage cell lines and automotive cell lines rather than a single application segment.

Projects already under active construction are believed to remain permitted to proceed. That distinction places the measure at the approvals stage, leaving factories mid-build outside the freeze.

The measure has not been formalized in public documents. No official ministry decree, National Development and Reform Commission (NDRC) circular, or Ministry of Industry and Information Technology (MIIT) gazette has been published on government portals.

The reported pause follows another fiscal change in the same sector. China restored a 2% lithium-ion battery tax last month, ending an exemption that had run for 11 years, according to ESS News.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

Markets

Dangote Refinery Cleared for Lagos IPO Targeting About USD 1.6 Billion

Dangote Refinery has won clearance from Nigeria's securities regulator for an initial public offering on the Lagos stock exchange, Semafor reported. The listing is set to raise about USD 1.6 billion, according to Semafor.

The share sale forms one part of a wider USD 5 billion fundraising effort, Semafor reported, with half of that total already committed through a private placement.

The company's refining complex processes 700,000 barrels a day and is the largest in Africa, according to Semafor.

Source: semafor.com (opens in a new tab)1 sourcePermalink

Policy & Geopolitics

Latvia Raises Solar Grants to 85% and Doubles Battery Threshold to 10 kWh

Latvia has expanded its EUR 85 million household renewable energy support program, raising grants for eligible households and doubling the minimum supported battery capacity to 10 kWh from 5 kWh, according to pv magazine.

Households holding the Goda gimene family card now qualify for solar grants covering up to 85% of eligible costs, up from 70%, pv magazine reported.

Demand has skewed heavily toward panels. The ministry reported more than 14,000 applications for solar panels and more than 2,000 applications for batteries, per pv magazine. The revised 10 kWh floor applies to the smaller battery stream.

As of May 2026, the scheme had supported 15,700 projects and awarded more than EUR 59.75 million, according to the Latvian government as cited by pv magazine. The award total sits against the EUR 85 million program budget.

Installed solar capacity in Latvia has reached 1,521 MW, according to statistics from the Latvian Renewable Energy Alliance cited by pv magazine. Around 601 MW of that has been added so far this year, on top of the 920 MW installed by the end of last year.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Climate

London Shipping Talks Lift Odds of Emissions Deal, Observers Tell Climate Home News

Four days of closed-door talks in London have improved the chances of a relatively ambitious deal on shipping emissions, observers told Climate Home News. The industry accounts for 3% of global emissions, according to the same report.

The International Maritime Organization (IMO), which oversees the negotiations, reported "constructive discussions" and "genuine willingness within the group to make concrete further progress", according to Climate Home News.

Government positions are lopsided in favour of action. UCL analysis cited by Climate Home News found that, among delegations that expressed a view at the talks, 38 backed a Net-Zero Framework-style solution and 17 opposed it.

Adoption is a numbers game with a high bar. A new framework can pass if two-thirds of countries present and signed up to Marpol Annex VI vote in favour, as they did in April 2025, according to Climate Home News. Just over 100 states endorse that regulation.

That threshold was cleared once and then reversed. In October 2025, following a high-profile intervention by President Donald Trump and threats of US sanctions and visa restrictions, the US convinced a majority of voting nations to postpone adoption of the Net-Zero Framework for a year, Climate Home News reported.

The design of the pricing instrument determines whether the sector's own targets are reachable. IMarEST analysis, cited by Climate Home News, says only a Pacific proposal to levy ships' total emissions, rather than only those above a set level, would meet the industry's goals of cutting emissions 20% between 2008 and 2030, 70% by 2040, and reaching net zero "by or around, i.e. close to 2050".

The calendar is now tight. Additional talks run from November 23-27 and from November 30 to December 3, before a potentially final round of official negotiations opens on December 4, according to Climate Home News.

The gap between the 38 supportive delegations and the two-thirds voting rule is the arithmetic that decides the outcome. Because the ballot counts only states present and party to Marpol Annex VI, attendance in the December round matters as much as declared positions. The postponement secured in October 2025 showed that a majority of voting nations can be moved after a framework has already won a vote.

The observers' read of the London round is that a relatively ambitious outcome is more likely than before, not that it is settled.

Source: climatechangenews.com (opens in a new tab)1 sourcePermalink

Renewables

Windward Offshore Completes Four-Vessel Vard-Built CSOV Series with Windward Hamburg

Windward Offshore has taken delivery of the Windward Hamburg, closing out a four-vessel series of purpose-built commissioning service operation vessels (CSOVs) ordered from shipbuilder Vard, according to Offshore Engineer OEDigital.

The newest unit is built on Vard's 4 19 design. Offshore Engineer OEDigital reports the Windward Hamburg measures 87.5 meters long and 19.5 meters wide, with berths for up to 120 people.

Two of the earlier vessels are already earning. Windward Athens and Windward Paris are working for clients and have together moved more than 14,000 people via their motion-compensated gangways, according to the same report. Gangway transfer counts are the operating metric that matters for CSOVs, which exist to put technicians onto offshore structures in conditions that would otherwise stop the work.

The third unit, Windward Munich, was delivered in July and is sailing to Hamburg for its official naming ceremony, per Offshore Engineer OEDigital. Its first charter is scheduled to begin afterwards.

Delivery discipline is the other detail in the series. All four vessels arrived on or ahead of schedule, according to Offshore Engineer OEDigital. Slippage at the yard is the usual complaint in offshore construction fleets, where a single late hull can push a commissioning campaign into a worse weather window and reprice a charter.

With the Windward Hamburg handed over, the operator's Vard-built series is complete.

Source: oedigital.com (opens in a new tab)1 sourcePermalink

Renewables

SECI Tenders 700 MW of Solar for C&I Offtake in Odisha

Solar Energy Corp. of India (SECI) has opened bidding for 700 MW of interstate transmission system (ISTS)-connected solar PV capacity sited in special economic zones or areas designated as export-oriented units, with the output contracted to a single commercial and industrial consumer in Odisha, according to pv magazine.

The request for selection commits SECI to 25-year power purchase agreements with the winning bidders, pv magazine reported.

Bid sizing is wide. Developers can compete for as little as 50 MW of contracted capacity or for the full 700 MW on offer, according to pv magazine.

The siting condition is the mechanism that carries the commercial logic. Placing the projects inside special economic zones or export-oriented unit areas is intended to let them qualify for an exemption from the Approved List of Models and Manufacturers (ALMM) requirements, in line with a May 2024 circular issued by the Ministry of New and Renewable Energy (MNRE), as amended from time to time, pv magazine reported. ALMM restricts which module models and manufacturers can be used in supported Indian projects, so an exemption widens the equipment pool available to bidders.

The structure also differs from SECI's more familiar role. Rather than aggregating capacity for state distribution utilities, the agency is intermediating between developers and a corporate offtaker, signing 25-year contracts against a single C&I consumer's demand in Odisha.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Transport

Zagreb Puts 62 Electric Buses Into Service in EUR 56.8 Million Procurement

Zagreb, the Croatian capital, has put 62 electric buses supplied by MAN and Iveco into service together with the charging infrastructure to run them, electrive reported.

Municipal transport operator ZET bought 30 solo electric buses, 26 articulated electric buses and six electric midi-buses, at a total cost of nearly EUR 56.8 million, according to electrive. EU money from the National Recovery and Resilience Plan (NRRP) covered EUR 45.4 million of that, arranged with the Croatian Ministry of Sea, Transport, and Infrastructure, while the city budget of Zagreb financed EUR 11.4 million.

Mayor Tomislav Tomašević said the step electrifies one-fifth of the entire ZET bus fleet, which he called a truly significant achievement.

The vehicles are served from a new electric bus depot in Podsused. Electrive reported that 67 charging stations, each with two charging points, have been installed there, giving 134 charging points in total, with a connected load of 3.5 MW for the whole facility.

The purchase forms one tranche of a wider city plan to acquire 500 electric buses over ten years and fully electrify the ZET fleet.

Source: electrive.com (opens in a new tab)1 sourcePermalink

Climate

Yara Opens 800,000-Tonne Carbon Capture Plant at Sluiskil, Ships CO2 to Norway

Yara has inaugurated a carbon capture facility at its Sluiskil ammonia and fertilizer plant in the Netherlands with capacity to capture and liquefy up to 800,000 tonnes of CO2 a year, according to Offshore Engineer OEDigital.

The captured stream comes from ammonia production and is liquefied and held temporarily at the site, OEDigital reported. From there, Northern Lights vessels carry the CO2 to Øygarden in Norway.

Northern Lights will inject the CO2 for permanent storage around 2,600 meters below the seabed, according to the same report.

Over the next 15 years, the project is expected to capture and store about 12 million tonnes of CO2, OEDigital reported.

The facility follows an agreement between Yara and Northern Lights signed in 2023. That deal links industrial CO2 capture in the Netherlands to permanent offshore storage in Norway.

Svein Tore Holsether, President and CEO of Yara International, said the Sluiskil facility proves that large-scale industrial decarbonization is possible today.

Source: oedigital.com (opens in a new tab)1 sourcePermalink

Oil & Gas

Brazil Budget Annex Puts 2027 Pre-Salt Auction Proceeds at 22.4 Billion Reais

An annex to the budget bill sent to Brazil's Congress puts expected proceeds from an extraordinary pre-salt oil auction in 2027 at 22.4 billion reais, or USD 4.4 billion, Offshore Engineer OEDigital reported.

That is a smaller sum than the government carried earlier in the year. A projection of 31 billion reais from a new extraordinary pre-salt auction was dropped in May, according to the same report.

The government removed the line after Brazil's federal audit court TCU questioned the model for selling federal rights in the pre-salt region, and said the projected revenue had to come out "until the oil disposal model has been properly implemented".

Next year's fiscal framework leaves little room. President Luiz Inacio Lula da Silva's government, which faces re-election in October, projected a primary surplus of 18.6 billion reais, or 0.13% of gross domestic product, per Offshore Engineer OEDigital. The 2027 auction figure is larger than that entire surplus.

Source: oedigital.com (opens in a new tab)1 sourcePermalink

Grid & Storage

PG&E, Google Back 12 MW Bay Area Home Device Virtual Power Plant

A virtual power plant built on home batteries, thermostats and heat pumps in the San Francisco Bay Area has been launched by Pacific Gas and Electric Company (PG&E), Rewiring America and Google under the name Smart Home Assets for Reliability and Efficiency (SHARE), ESS News reported.

PG&E and Rewiring America expect the aggregation to reach roughly 12 MW of capacity by 2028, according to ESS News.

ESS News reported the program could enroll up to 21,000 distributed energy resources already installed by PG&E customers, including home batteries and smart thermostats.

Google will pay for running the program and for any incentives handed to participants, ESS News reported.

Customers of PG&E in Santa Clara and Alameda counties qualify for new high-efficiency heat pumps with onboard batteries, supplied by Carrier, and Google will cover part of the equipment and installation bill.

PG&E runs the aggregation itself, sending dispatch instructions through its distributed energy resource management system (DERMS) platform and measuring how the enrolled devices perform, according to ESS News.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

Transport

SANY Shipped 200 Electric Haul Trucks and 403 Electric Wheel Loaders in One Month

Chinese equipment brand SANY delivered 200 heavy-duty electric haul trucks in a single month, according to Electrek. The same report puts monthly electric wheel loader deliveries at more than 600.

SANY announced the figures on LinkedIn, saying it shipped 200 electric dump trucks and 403 electric wheel loaders to customers worldwide, per Electrek.

Many of the company's electric equipment options run on a swappable 550 kWh battery pack, Electrek reported. Swappable packs matter for mining and quarry duty cycles, where machines work continuous shifts and a depleted battery can be exchanged rather than plugged in and waited out.

The delivery numbers sit alongside a far larger program. SANY plans to build 100,000 electric semi trucks with Pony.ai, according to Electrek. That target dwarfs the monthly haul truck and loader volumes and points the company toward on-highway freight rather than off-road earthmoving alone.

Heavy off-road equipment has been slower to electrify than passenger vehicles because of the energy demands of continuous digging, loading, and hauling. A 550 kWh pack is roughly an order of magnitude larger than a typical passenger EV battery, and the swap architecture removes charging downtime from the operator's cost calculation. Loaders lead the mix in SANY's own count, with 403 units shipped against 200 dump trucks.

Source: electrek.co (opens in a new tab)1 sourcePermalink

Renewables

EKPO and Akkodis Fit 360 kW PEM Fuel Cell to 40-Tonne Truck in Germany

EKPO and Akkodis are integrating a 360 kW NM20 proton exchange membrane (PEM) fuel cell into a 40-tonne truck in Germany, according to Hydrogen Fuel News.

The two companies are testing zero-emission heavy-duty performance under real-world logistics conditions, Hydrogen Fuel News reported.

The system delivers up to 360 kW of system power at an efficiency of around 61%, according to the same report.

That power rating puts the NM20 at the upper end of what fuel cell drivetrains have targeted for long-haul freight, where gross combination weights reach 40 tonnes. Efficiency near 61% determines how much hydrogen the vehicle consumes per kilometre, and therefore the operating cost gap against diesel tractors carrying the same load.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

Renewables

HHLA Trials Hydrogen Fuel Cell Straddle Carrier at Hamburg's Tollerort Terminal

HHLA is testing a hydrogen fuel cell-powered Konecranes straddle carrier at Container Terminal Tollerort in Hamburg, fitted with a system supplied by zepp.solutions, according to Hydrogen Fuel News.

The machine is built on the modular D200 platform, Hydrogen Fuel News reported. Rather than running in isolation, it sits inside the Clean Port & Logistics cluster, operating alongside reach stackers, tractors and forklifts in a dedicated hydrogen test field.

Early reports indicate the hydrogen carrier matches its diesel-hybrid counterparts on lifting capacity, according to Hydrogen Fuel News. The outlet described the unit as matching diesel-hybrid performance with zero emissions.

Straddle carriers do the heavy horizontal work at container terminals, moving and stacking boxes between quay and yard. They are among the most fuel-intensive pieces of equipment on a terminal, which is why the diesel-hybrid comparison is the relevant benchmark rather than a battery-electric one. Lifting capacity parity is the threshold a terminal operator needs before a fuel cell drivetrain can enter routine rotation rather than remain a demonstration asset.

The Clean Port & Logistics grouping puts several classes of handling equipment on the same hydrogen supply and test infrastructure at once, which lets an operator assess refuelling logistics and duty cycles across a mixed fleet instead of one vehicle type. That structure matters more than any single machine: refuelling throughput, not vehicle performance, is usually the constraint on hydrogen adoption in port yards.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

Renewables

Feiruide and SHPT Target 1,000 Hydrogen Fuel Cell Drones in Three Years

Feiruide and SHPT have formed a partnership to develop and deploy 1,000 hydrogen fuel cell unmanned aerial vehicles (UAVs) over the next three years, according to Hydrogen Fuel News.

The two partners are aiming the fleet at long-endurance missions, and Hydrogen Fuel News reports the programme is also intended to build real-world data on safety, economics and hydrogen infrastructure.

Planned applications include inspections, mapping and emergency response, per the same report.

Jiangsu Feiruide Technology Co., Ltd. already designs and builds hydrogen drones, with work spanning lightweight airframes and smart flight systems, Hydrogen Fuel News said.

Fuel cell propulsion competes with battery-electric designs on flight duration, which is the constraint the partners name in framing the fleet around long-endurance work. Inspection and mapping sorties, along with emergency response tasking, are the mission set the two companies cite for that endurance.

The stated intent to collect operating data on hydrogen infrastructure alongside safety and economics indicates the deployment doubles as a test of refuelling logistics rather than airframe performance alone.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

Oil & Gas

Brent Briefly Tops $98 as Hormuz Tensions and Chinese Buying Lift Crude

Brent crude briefly traded above $98 a barrel before easing slightly, with Middle East shipping risks and a rebound in Chinese crude purchases behind the move, according to World Oil.

The benchmark is up roughly 60% so far this year, World Oil reported.

Iran said a deal with Oman to manage shipping through the Strait of Hormuz is imminent, according to the same report. The announcement followed strikes on Iranian vessels over the weekend, leaving open how the response would unfold.

Positioning has shifted with the tension. Hedge funds turned the most bullish on Brent since May, adding to net-bullish positions in the week ended Sept. 1, World Oil reported.

Goldman Sachs analyst Daan Struyven set out a higher path if the maritime conflict widens. "In an upside price scenario, where shipping attacks broaden and intensify, we see Brent potentially reaching $120," Struyven said.

Source: worldoil.com (opens in a new tab)1 sourcePermalink

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Policy & Geopolitics

Argentina Presses Oilfield Service Firms Over Falkland Islands Development

Argentina is stepping up pressure on companies involved in offshore oil development around the Falkland Islands as the territory nears first production, according to World Oil, reviving a longstanding dispute with the UK.

The press office of President Javier Milei circulated statements from Halliburton, SLB and Baker Hughes confirming that the three oilfield service companies have no involvement in oil development off the islands, which Argentina calls the Malvinas, World Oil reported.

The pressure campaign extends to ownership of the islands' commercial infrastructure. Argentine businessman Eduardo Elsztain holds about a 2% stake in FIH Group Plc through Dolphin Fund Ltd., according to World Oil. FIH Group is the parent of the Falkland Islands Company.

Elsztain had sought a larger position. British authorities declined to allow an Argentine investor to take a majority interest in the Falkland Islands Company, World Oil reported.

Source: worldoil.com (opens in a new tab)1 sourcePermalink

Markets

Kistos Completes Oman Entry as Royal Decree Transfers Blocks 3 and 4

A Royal Decree has transferred legal ownership of the producing onshore Oman Blocks 3 and 4 to Kistos Holdings from Mitsui E&P Middle East, giving the company its first upstream position in the MENA region, World Oil reported.

Those two blocks sit within a larger purchase from Mitsui covering Oman Blocks 3, 4 and 9, priced at USD 148 million.

On the full three-block package, 2P reserves rise by 25.6 MMboe, with the deal backdated to an effective date of Jan. 1, 2025, according to World Oil.

Output from the acquired interests ran at roughly 9,000 to 10,000 boed during 2025, weighted toward liquids.

That works out to around USD 5.80/boe on the company's own valuation, and Kistos expects cash generation from the assets to begin immediately, World Oil reported.

Executive chairman Andrew Austin said the transaction with Mitsui in Oman is "doubling the Company's current production and 2P reserves" while adding geographical diversification.

The blocks were already onstream when the decree took effect, so the USD 5.80/boe metric attaches to producing barrels rather than to exploration acreage.

More than a year separates the Jan. 1, 2025 effective date from the Royal Decree that closed the change of ownership on Blocks 3 and 4. Block 9 accounts for the balance of the USD 148 million package.

Source: worldoil.com (opens in a new tab)1 sourcePermalink

Renewables

Coal Generation No Longer Growing in 17 of 26 Chinese Provinces, Ember Finds

Seventeen of the 26 Chinese provinces and regions studied by energy think tank Ember have seen coal generation stop growing, Electrek reported. Nine of the sampled provinces and regions still show coal generation expanding.

Electricity demand rose 5% in 2025 while thermal generation, most of it coal, contracted 0.7%, according to Electrek. Clean sources therefore absorbed the entire increase in consumption.

Storage capacity shifted alongside generation. Battery installations passed pumped hydro to become China's largest installed storage category at the end of 2024, and battery capacity then expanded a further 84% in 2025, Electrek reported.

Electricity accounted for 29% of Chinese final energy consumption in 2024, against 22% in 2015, according to Electrek. The country's latest Five-Year Energy Plan sets a 35% electricity share of final energy consumption and calls for oil and coal use to peak by 2030. That target sits above the 2024 reading.

Electric passenger cars took 67% of new-car sales in June 2026, Electrek reported.

That fleet is eating into liquid fuel demand. Electrek put the displacement at an estimated 400,000 barrels of gasoline per day in 2024, against roughly 100,000 barrels per day in 2020.

Clean technology exports exceeded USD 220 billion in 2025 and made up 6.6% of total Chinese exports in the first half of 2026, up from 2.7% in 2020, according to Electrek.

The provincial breakdown reported by Ember is a key indicator for coal-fired capacity planning, since it separates the regions where coal output has plateaued from the nine where it continues to rise.

Source: electrek.co (opens in a new tab)1 sourcePermalink

A coal-fired power station with cooling towers stands beside wind turbines, solar panels and battery storage units in rural China.
Photo: Thanh Văn / Pexels (opens in a new tab)

Markets

Dangote Refinery Launches N2.15 Trillion IPO Aimed at 10 Million Retail Investors

Dangote Petroleum Refinery and Petrochemicals FZE has opened an Initial Public Offer of N2.15 trillion to fund expansion and widen public ownership of the company, according to the News Agency of Nigeria.

The Nigerian refiner is aiming the offer at 10 million retail investors, the News Agency of Nigeria reported.

Aliko Dangote, chief executive of the company, said the offer would give Nigerians and other Africans an opportunity.

The capital raised is earmarked for expansion, with the share sale also intended to broaden the ownership base beyond the current holders.

Source: nannews.ng (opens in a new tab)1 sourcePermalink

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Transport

Leicester Opens GBP 5 Million Grant Scheme for Electric Buses and Charging

Bus operators in Leicester can apply for up to GBP 5 million in grant funding to subsidise purchases of additional electric buses and charging infrastructure, according to electrive.

The grants will cover up to 75% of the price gap between a new electric bus and an equivalent diesel vehicle, electrive reported, with associated charging infrastructure subsidised by up to 75% as well.

Leicester City Council will administer the money under its One Network bus plan, and all operators within the Leicester Buses One Network Partnership are eligible, according to electrive.

The scheme builds on a fleet that is already largely electric. Some 190 electric buses are in operation, electrive reported, accounting for about 75% of the Leicester Buses network.

A further 60 electric buses are on order and due to enter service by March 2027, according to electrive. The council's stated goal is complete electrification of the bus network by 2027.

Source: electrive.com (opens in a new tab)1 sourcePermalink

Grid & Storage

IBU-tec Clears Permit Hurdle for LFP Cathode Plant in Bitterfeld-Wolfen

IBU-tec has obtained the approval required to start operations at its lithium iron phosphate (LFP) production plant in Bitterfeld-Wolfen, Germany, granted by the State Administration Office of Saxony-Anhalt, electrive reported.

The site under construction is designed for 15,000 tonnes of capacity and is scheduled to begin operations in 2028, according to electrive.

Offtake is already locked in. PowerCo SE has secured the entire plant's production capacity for 10 years at pre-defined prices, electrive reported. IBU-tec is a supplier to the battery subsidiary PowerCo.

The contract is expected to generate annual revenue in the mid- to high double-digit millions for IBU-tec starting in 2028, in the profitable segment, per electrive.

Supply to PowerCo does not wait for the new plant. IBU-tec will begin producing LFP cathode material for the customer this year at its existing facilities in Weimar, and that arrangement runs until 2028, according to electrive.

On the Bitterfeld-Wolfen site, the company has erected the steel structure for a logistics hall with storage capacity of roughly 2,000 pallets, electrive reported. Trial operation of the spray tower is scheduled for the end of Q4.

IBU-tec states that once the plant is running, it will be the only provider in Europe capable of producing LFP cathode material on an industrial scale.

Source: electrive.com (opens in a new tab)1 sourcePermalink

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Grid & Storage

Europe's Battery Storage Installations to Reach 57 GWh in 2026, EUPD Research Says

European battery storage installations are expected to reach 57 GWh in 2026, according to EUPD Research's latest Electrical Energy Storage report. That would mark a 78% increase over the prior year.

EUPD Research put last year's European installations at 32 GWh. The forecast published by ESS News tracks a market the researcher describes as gaining momentum.

The residential segment accounts for a smaller share of the projected total. EUPD Research expects installed residential capacity to rise from 11 GWh to 15 GWh, growth of around 36%.

That gap between headline growth and residential growth is the substance of the forecast. The 78% expansion EUPD Research projects for the wider European market runs well ahead of the roughly 36% it expects from home batteries, leaving the balance of new capacity to non-residential installations.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

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Transport

Ola Electric launches S1Z e-scooter with in-house LFP cells

Ola Electric has launched the S1Z, its first electric scooter built around lithium iron phosphate (LFP) cells developed and manufactured in-house in India, according to electrive.

The scooter comes in two battery sizes, 3.1 kWh and 5.1 kWh, both using 46-series LFP cells, electrive reported. The smaller pack delivers a stated range of up to 179 kilometres on a single charge, while the larger pack raises that to 301 kilometres, an increase of 68 per cent, according to the same report. Charging the 3.1 kWh version from 0 to 80 per cent takes 5 hours and 42 minutes.

Pricing was set at an introductory 79,999 rupees for the 3.1 kWh variant and 99,999 rupees for the 5.1 kWh variant, electrive reported.

The cell work is split across two sites. Ola Electric developed the LFP cells at its Battery Innovation Centre in Bengaluru, Karnataka, and produces them at the Ola Gigafactory in Krishnagiri, Tamil Nadu, according to electrive. That vertical integration is the substance of the launch: the company is one of India's leading electric two-wheeler brands, and the S1Z is its first model to carry cells it makes itself.

Investors responded. On Monday, the first full trading day after the launch, Ola Electric shares climbed as much as 8.1 per cent on the BSE before closing 5.3 per cent higher, electrive reported.

Source: electrive.com (opens in a new tab)1 sourcePermalink

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Markets

Flow Power Reports AUD 20 Million EBITDA as Sale Talk Circles Storage Portfolio

Flow Power posted AUD 20 million in EBITDA and AUD 58 million in gross margin for the financial year ending June 30, according to ESS News, which reported that pension investors are weighing a sale of the Australian retailer and developer.

The company operates 41 MW of battery energy storage systems, including grid-scale units co-located at its regional solar plants such as the Berri project in South Australia, ESS News reported.

A further ~100 MW of storage is under active construction, per the same report. Behind that sits a 1.4 GW development pipeline covering front-of-meter batteries, wind, solar, and hybrid facilities across Australia's National Electricity Market (NEM).

One of the investors named in the report, OPTrust, manages CAD 27 billion, according to ESS News.

The gross margin figure of AUD 58 million sits nearly three times above the EBITDA line, an indication of the operating cost base carried by a business that both retails electricity and builds generation and storage assets. The 41 MW operational fleet is small relative to the 1.4 GW pipeline, meaning most of the portfolio's value rests on projects still to be financed and built.

Source: ess-news.com (opens in a new tab)1 sourcePermalink

Renewables

France's DGEC Prepares Second Round of Electrolysis Subsidies Targeting 1 GW

France's Direction generale de l'energie et du climat (DGEC) is preparing a second round of electrolysis subsidies aimed at bringing forward 1 GW of green hydrogen capacity, according to Hydrogen Fuel News.

The support scheme is intended to narrow the cost gap between green hydrogen and fossil-based hydrogen, Hydrogen Fuel News reported.

The first round of the mechanism ended with three selected winners, according to the same report.

The subsidy round sits under France's refreshed hydrogen roadmap, which targets 4.5 GW of electrolyser capacity by 2030 and 8 GW by 2035, per Hydrogen Fuel News. The 1 GW sought in the coming round would therefore cover part of the capacity the roadmap calls for by the end of the decade.

The cost differential the DGEC is targeting is the central obstacle for electrolytic hydrogen, which competes against gas-derived supply on price rather than on availability.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink