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Tuesday, 8 September 2026

50 briefs so farlast update 22:45 UTC

Key points

  • Saudi Arabia Halts Southern Energy Operations After Houthi Missile and Drone Attacks.
  • Record US Gas Prices, Doubled Iranian Over-Quota Fuel Costs as Hormuz Traffic Swings.
  • DOE Closes USD 1.9 Billion Loan for NextEra's Duane Arnold Nuclear Restart.
  • DOE Closes Loan of Up to USD 1.9 Billion for NextEra's Duane Arnold Restart.

Renewables

CSIRO and Macquarie University Apply Satellite Imaging to Fire Risk at 720 MW New England Solar Farm

CSIRO and Macquarie University have teamed with the Australian arm of Acen Corp to apply satellite-based remote sensing and artificial intelligence to vegetation management, fire preparedness and daily operations at the New England Solar Farm in New South Wales, Australia, according to pv magazine.

The project draws on hyperspectral imagery from Germany's EnMAP satellite, which measures vegetation down to a biochemical level, pv magazine reported.

That resolution is the point of the exercise. CSIRO principal research scientist Cindy Ong said the biochemical detail will let the solar farm operator distinguish moist grass from dry, flammable fuel, and see how that biomass is distributed around assets such as transformers and cabling.

The host site is a 720 MW solar and battery project spread across 2,000 hectares near Uralla in northern NSW, according to pv magazine. A first stage of 400 MW began operating in 2023, and the construction schedule for the 320 MW second stage is expected to be announced soon, the outlet reported.

A battery energy storage system rated at 200 MW / 400 MWh has been built on site and is undergoing final testing and commissioning.

Grazing runs alongside generation. More than 6,000 sheep graze beneath the panels, according to pv magazine, which ties the fuel-load question directly to how the flock is moved across the site.

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

AI-generated illustration for: CSIRO and Macquarie University Apply Satellite Imaging to Fire Risk at 720 MW New England…
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Markets

Greens Undecided Ahead of Senate Vote on Native Forest Carbon Credit Method

Australia's federal Greens have yet to settle their position on a Senate disallowance vote scheduled for next week on a contested carbon credit method covering native forests, according to RenewEconomy.

The method is described by RenewEconomy as contentious, and the disallowance motion would strike it down.

Greens elder Bob Brown spoke to a crowd of forest campaigners at a Uniting Church in Sydney on the previous Saturday, RenewEconomy reported.

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

Misty Australian native eucalyptus forest with tall pale trunks and a dense green canopy in soft morning light.
Photo: Pat Whelen / Pexels (opens in a new tab)

Grid & Storage

Solar Curtailment in Australia's NEM Halves as Batteries Absorb Record PV Output

Curtailed generation from utility-scale solar in Australia's National Electricity Market fell to 168 GWh in August 2026, roughly 9% of available generation, down from 284 GWh a year earlier, when about 18% was cut, according to RenewEconomy.

David Dixon, lead analyst at Rystad Energy, attributed the drop to a growing number of big and small batteries, alongside a somewhat subdued contribution from wind, which together kept solar electrons from going to waste.

The fall in curtailment came as output climbed. Large-scale solar generation set an August record in three of the major NEM states, with New South Wales delivering 684 GWh, RenewEconomy reported.

The pairing matters because curtailment is the operator's blunt instrument when midday solar exceeds what the grid and demand can absorb. Storage changes that arithmetic: charging batteries during the solar peak shifts the surplus rather than discarding it. On the year-on-year comparison, the share of available utility-scale PV generation lost to curtailment halved.

Wind's weaker showing over the month also left more room in the merit order for solar to run, according to Dixon's assessment.

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

AI-generated illustration for: Solar Curtailment in Australia's NEM Halves as Batteries Absorb Record PV Output
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Transport

EU Data Shows Plug-in Hybrid Emissions Six Times Above Official Tests

Carbon dioxide emissions from plug-in hybrid cars run six times higher on average than official test figures indicate, according to new EU data reported by CleanTechnica.

The gap comes from data published by the EU last week, CleanTechnica reported. The average multiple applies across the plug-in hybrid fleet covered by the figures, rather than to a single model.

Against that evidence, the car lobby is pressing the EU to drop rules designed to capture plug-in hybrid pollution more accurately, according to CleanTechnica. Those rules would narrow the distance between laboratory results and what the vehicles emit in use.

Plug-in hybrids pair a combustion engine with a battery that can be charged externally. Official type-approval figures assume a share of driving on electricity; the EU data indicate the assumed share overstates how the cars are actually driven.

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

AI-generated illustration for: EU Data Shows Plug-in Hybrid Emissions Six Times Above Official Tests
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Oil & Gas

Batteries Displace 24PJ of Gas-Fired Generation Demand in Eastern Australia, IEEFA Says

Eastern Australia burned 6% less gas in FY2025-26 than in calendar year 2024 once the LNG sector is stripped out, IEEFA reported. The institute attributes a fall of more than 24PJ in gas demand for power generation over a single year to more electricity coming from grid-scale battery storage.

Production available to local buyers shrank alongside consumption. Year on year for the first half, IEEFA put domestic supply at 214PJ against 231PJ previously, a contraction exceeding 7%.

Local buyers are also taking a thinner slice of what the region produces. IEEFA calculated the domestic market's share of domestic gas production at 23% in the first half, against 25% twelve months before, and described that as the weakest reading since at least 2019.

Queensland's export flows over the same half-year came to nearly 645PJ, with a further 61PJ consumed by exporters to operate their facilities, IEEFA said.

One export venture accounts for a long-running draw on local molecules. Since 2017, GLNG has, in IEEFA's word, "siphoned" more than 1000PJ out of the domestic market, a volume the institute equates to over two years of domestic demand.

The Australian federal government is drafting a gas reservation policy aimed at securing adequate domestic supply and pushing prices down. That work is under way while both domestic consumption and domestic supply contract and the domestic call on production sits at its lowest share in the period IEEFA examined.

The generation number matters most for anyone sizing future domestic gas need. IEEFA ties the 24PJ reduction directly to battery output replacing gas-fired supply.

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

AI-generated illustration for: Batteries Displace 24PJ of Gas-Fired Generation Demand in Eastern Australia, IEEFA Says
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Renewables

Plug Power Pairs GenDrive Fleet With Asset Sales to Stream Data Centers, Targets 2028 Profitability

Plug Power is running two tracks at once: refreshing its GenDrive forklift fuel cell line while selling non-core assets to data-center operator Stream Data Centers, according to Hydrogen Fuel News.

The company has an installed base of more than 70,000 GenDrive hydrogen fuel cell systems, Hydrogen Fuel News reported. That fleet is the anchor of the first track.

The second track is cash. Plug Power is converting non-core assets into cash through sales to Stream Data Centers, according to the same report. The disposals put hydrogen equipment assets into the hands of a buyer whose business is data-center capacity.

Hydrogen Fuel News reported that Plug Power targets full corporate profitability by 2028. The GenDrive refresh and the asset monetization are both framed against that date.

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

AI-generated illustration for: Plug Power Pairs GenDrive Fleet With Asset Sales to Stream Data Centers, Targets 2028…
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Renewables

Bosch Unveils Multi-Fuel Marine Injector for Hydrogen, Methanol, Ethanol and Ammonia

Bosch has unveiled a multi-fuel injector platform in Hamburg that supports hydrogen, methanol, ethanol and ammonia, according to Hydrogen Fuel News.

The platform was presented at the SMM trade fair, where Bosch described it as capable of handling both liquid and gaseous alternative fuels, Hydrogen Fuel News reported.

The outlet frames the launch against shipping's emissions footprint. Hydrogen Fuel News puts the industry at about 80% of global trade and roughly 2-3% of total CO2 emissions.

A single injector architecture spanning four fuel chemistries matters for vessel owners because it removes the need to commit to one fuel pathway at the point of engine specification. Hydrogen and ammonia sit at the gaseous end of the range covered by the platform; methanol and ethanol at the liquid end.

Hydrogen Fuel News described the launch as accelerating marine decarbonization and hydrogen infrastructure growth.

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

Renewables

Haffner Energy Books 12 Biomass Thermolysis Units With OroCarbo for Western US Hydrogen Hubs

Haffner Energy and OroCarbo have reserved capacity for 12 SYNOCA C-iC biomass thermolysis units worth up to EUR 30 million, aimed at renewable hydrogen and power hubs in California, Oregon and Washington, according to Hydrogen Fuel News.

The reservation covers front-end units supplied by Haffner Energy, a French company specializing in biomass thermolysis systems, Hydrogen Fuel News reported. OroCarbo, the counterparty, is described by the outlet as a California-based outfit.

The stated figure of up to EUR 30 million marks the ceiling of the reserved capacity across the 12 units, per Hydrogen Fuel News. The three target states named in the reservation are California, Oregon and Washington.

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

Grid & Storage

Bushing Lead Times Hit Two Years as 765-kV Buildout and Data Centers Squeeze Supply

Lead times for high-voltage bushings have stretched to two years, according to Power Magazine, as 765-kV transmission expansion and data center load collide with a constrained equipment supply base.

Bahadir Basdere, chief executive of Trench Group, set out where high-voltage equipment supply is under the most pressure amid that 765-kV expansion and data center demand, Power Magazine reported.

The competition for components is not confined to one buyer class. Utilities, transmission developers, original equipment manufacturers (OEMs), and hyperscalers are all bidding for the same high-voltage grid hardware, according to Power Magazine.

Bushings sit at the interface between transformer windings and the outside world, and a two-year wait on that single component can gate the energization date of an entire substation. With hyperscalers now queuing alongside transmission developers for the same parts, the ordering backlog reflects demand from data centers as well as the 765-kV buildout.

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

Tall porcelain bushings mounted on a high-voltage power transformer at an outdoor transmission substation under overcast sky.
Photo: Dr. Maik Koch / Wikimedia Commons (opens in a new tab)

Policy & Geopolitics

Record US Gas Prices, Doubled Iranian Over-Quota Fuel Costs as Hormuz Traffic Swings

US gas prices reached record highs and Iran doubled the price of fuel consumed above quota, according to Semafor Net Zero, as energy disruptions in both countries reached the pump.

Mine clearance in the Strait of Hormuz had pushed traffic toward pre-war levels last week before new strikes cut it sharply again, Semafor reported, describing months of quiet US work on the waterway.

ISW analysts wrote that Iran feels it has "not yet achieved its key objectives in the conflict," which increases the likelihood of escalation, per Semafor.

Iran's lead negotiator wrote Monday that the Gulf's energy infrastructure is "sprawling, accessible, and exposed," and that "American oil and gas companies... share that exposure," according to Semafor.

Semafor reports the two developments in parallel: the exposure of Gulf energy infrastructure described by the negotiator, and price pain now landing on drivers in both countries.

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

Policy & Geopolitics

UK Sets May 2026 Application Window for Offshore Wind Clean Industry Bonus

The United Kingdom's Clean Industry Bonus application window for Allocation Round 8 will open on 13 May 2026 and close on 21 May 2026, according to guidance published by the Department for Energy Security and Net Zero (DESNZ).

The bonus lets fixed and floating offshore wind applicants secure extra CfD revenue support when they choose to invest in more sustainable supply chains, per the DESNZ guidance. That makes supply-chain spending a direct lever on the revenue an applicant can earn, rather than a side commitment assessed after award.

The eight-day window is fixed in the published framework. Developers weighing fixed-bottom and floating projects work to the same dates.

DESNZ updated the Fair Work Charter signatories list with additional suppliers on 7 September 2026. The list sits alongside the bonus framework and guidance for the round.

The department is explicit about who wrote the charter that applies to AR8. "This is not a government document, it was negotiated by the offshore wind industry and trade unions," DESNZ states in the guidance. The Interim Offshore Wind Fair Work Charter therefore carries industry and union authorship rather than departmental drafting, even as it is referenced within the round's documentation.

That distinction matters for how suppliers read the signatories list. Adding names to a charter negotiated between developers and unions is a bilateral industry step, published by DESNZ but not authored by it.

Source: gov.uk (opens in a new tab)1 sourcePermalink

Row of large offshore wind turbines in grey North Sea waters under a cloudy sky, representing UK offshore wind development.
Photo: Stefan Petrov / Pexels (opens in a new tab)

Transport

Plug-in Hybrids Emit Six Times More Than Official Tests Show, Transport & Environment Finds

Plug-in hybrid vehicles emit six times more pollution than official testing indicates, according to a Transport & Environment analysis reported by Electrek.

The group's update drew on data from 220,000 plug-in hybrids in Europe, gathered through the On Board Fuel Consumption Monitoring system, Electrek reported.

Real-world emissions from those vehicles are rising rather than falling. Transport & Environment found the fleet average moved from 138 gCO2/km in 2023 to 145 gCO2/km in 2024.

That 5% year-on-year increase runs against what regulators expected: government testing over the same period indicated plug-in hybrids should have become cleaner, according to Electrek.

The gap between laboratory results and road performance rests on utility factors, the assumption regulators make about how much of a plug-in hybrid's driving is done on battery power. The EU has planned to update those factors to better reflect how drivers actually use the vehicles, Electrek reported.

Automakers have consistently lobbied the EU to weaken those updates, according to the same report.

The stakes sit in compliance accounting. Utility factors set the official emissions figure attached to each plug-in hybrid model, and that figure feeds fleet-wide targets. A utility factor that overstates electric driving lowers a manufacturer's reported average without changing a single tailpipe. Transport & Environment's measured 145 gCO2/km for 2024 is the number that the monitoring system records from vehicles in service, not the number the testing procedure produces.

The direction of travel matters as much as the multiple. Emissions climbing 5% in a year, while the official method points the other way, widens a divergence that the utility factor revision was designed to close.

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

Grid & Storage

Centrii Models 92% Chance of Coordinated Cyberattack on Battery Storage Fleets by 2031

Risk assessment firm Centrii has calculated a 92% probability of a major coordinated cyberattack on battery energy storage system (BESS) infrastructure by 2031 if operators stay on current operational baseline standards, according to ESS News.

The figure comes from 10,000 Monte Carlo simulations run across multiple industry security postures, ESS News reported.

Centrii's central threat case, which the firm labels Gridlock, is defined as a coordinated cyber-physical attack in which adversaries compromise multiple BESS units and orchestrate synchronized charge and discharge cycles to destabilize grid frequency. The mechanism turns storage assets built to stabilize frequency into the instrument that breaks it.

The remediation price tag is the other half of the argument. Centrii notes that implementing the IEC 62443 industrial control system security standard across 28 GW of ERCOT storage would require an estimated USD 800 million to USD 2.8 billion, per ESS News. That spread of more than three times between the low and high estimate tracks how much hardening work operators would need beyond baseline controls.

The cost band is set against a specific asset base rather than a national aggregate, which makes it a usable benchmark for any operator weighing per-GW security spend against the modeled attack probability.

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

AI-generated illustration for: Centrii Models 92% Chance of Coordinated Cyberattack on Battery Storage Fleets by 2031
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Oil & Gas

IEEFA Analyst Cautions Canada's LNG Bet Rests on a Price Spike, Not New Demand

Multi-decade LNG contracts signed on the back of a geopolitical price spike carry a bull-trap risk for Canadian investors, IEEFA analyst Mark Kalegha argues, because the underlying demand shift the deals assume has not been established.

Kalegha cautioned against "locking capital into 20- and 30-year deals" built on the premise that structural change is under way rather than short-term volatility.

The price move traces to the Strait of Hormuz closure, which held up almost 20% of the world's LNG shipments and lifted spot prices to a level not seen in more than three years, according to IEEFA.

IEEFA expects global LNG supplies to rise more than 40% by 2032, despite that disruption. Liquefaction capacity is already being built out across six producer countries: Canada, the U.S., Russia, Mozambique, Nigeria, and Mexico.

On the demand side, IEEFA cites two data points. Electric vehicle sales set records in 37 countries in April. Chinese solar exports, already at record levels before the U.S.-Israel-Iran conflict, have doubled since the war started.

Canada is expanding clean power output, including volumes destined for export, and IEEFA points to the $36 billion agreement between Hydro-Quebec and Newfoundland and Labrador as evidence of where domestic energy capital is going.

Kalegha flags the Canada Investment Summit in Toronto, set for September 14-15, as the next occasion to assess where the global gas market stands.

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

AI-generated illustration for: IEEFA Analyst Cautions Canada's LNG Bet Rests on a Price Spike, Not New Demand
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Grid & Storage

North Macedonia Approves 96 Storage Projects Totalling 2.2 GW/4.9 GWh

Construction of battery energy storage systems has started in North Macedonia this year, according to analysis by the Macedonian solar energy association Solar Macedonia cited by ESS News.

The country's 2026 annual energy construction plan cleared 96 storage facilities with a combined 2.2 GW/4.9 GWh, ESS News reported. That total splits into 77 systems integrated with new or existing plans and 19 standalone units.

Storage sits alongside a far larger solar pipeline approved under the same plan. In February, the Ministry of Energy, Mining and Mineral Resources signed off on 59 solar projects with a combined capacity above 3 GW, according to ESS News. Statistics from earlier in the year put installed solar capacity in the country above 1 GW.

Among the projects moving into delivery, PowerChina was selected to implement a 30 MW solar scheme for state-owned utility Elektrani na Severna Makedonija, ESS News reported. The award came through a European Bank for Reconstruction and Development tender administered in late 2024.

That project is divided between two thermal power plant sites. A 10 MW installation goes on an exhausted coal mine belonging to the Oslomej thermal power plant, and a 20 MW array is planned near the Bitola thermal power plant.

The 4.9 GWh of approved storage energy capacity gives roughly two hours of duration at the approved 2.2 GW of power, against a solar approval volume above 3 GW and an installed solar base above 1 GW.

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

AI-generated illustration for: North Macedonia Approves 96 Storage Projects Totalling 2.2 GW/4.9 GWh
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Renewables

EU Installed 33.8 GW of Solar in H1 2026, Up 1.9% Year on Year

The European Union added at least 33.8 GW of new solar capacity between January and June, pv magazine reported, citing SolarPower Europe's EU Solar Market Update 2026: Mid-Year Analysis. That is 1.9% above the 33.2 GW installed in the same period a year earlier.

The association's central scenario for the full year points to 68.1 GW of new EU capacity, according to pv magazine, which would land 2.1% below the revised record of 69.6 GW. Its low case sits at 62 GW and its high case at 74.1 GW.

Generation output has moved faster than the installation figures suggest. Photovoltaics covered more than 20% of EU electricity demand in May, June, and July, and hit a record 25% in June, when solar became the bloc's primary source of electricity generation, pv magazine reported.

The association also put a price on that output. In the six months from March 1, following the escalation of the conflict in the Middle East, EU solar generation is estimated to have avoided around EUR 30 billion in gas import costs for electricity generation, pv magazine reported.

The segment split is tilting toward large projects. Utility-scale installations will account for roughly 56% of new EU capacity this year, against 44% for rooftop systems, according to pv magazine.

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

AI-generated illustration for: EU Installed 33.8 GW of Solar in H1 2026, Up 1.9% Year on Year
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Grid & Storage

EnergyPathways Hires Jacobs for Consenting Work on 300 MW MESH Storage Project

EnergyPathways has selected Jacobs to handle planning, regulatory, consenting and environmental services for its proposed long-duration energy storage project in the Irish Sea and Barrow-in-Furness, according to Offshore Engineer OEDigital.

The scheme, known as MESH, is positioned to become the UK's largest long-duration energy storage (LDES) project at 300 MW, 55 GWh and 100-plus hours of duration, Offshore Engineer OEDigital reported.

MESH has been designated a project of national significance by the UK Government.

Jacobs will also assist EnergyPathways with its submission to Ofgem's forthcoming Long Duration Energy Storage Cap and Floor round, per the same report. The mandate ties the engineering appointment directly to the regulatory route the project must clear.

EnergyPathways describes itself as an energy transition company. The consenting scope covers both the offshore element in the Irish Sea and the onshore footprint at Barrow-in-Furness.

The duration figure is the distinguishing number. At more than 100 hours, MESH sits far beyond the discharge windows typical of lithium-ion battery installations, and the 55 GWh energy capacity against 300 MW of power output is what produces that ratio.

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

AI-generated illustration for: EnergyPathways Hires Jacobs for Consenting Work on 300 MW MESH Storage Project
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Transport

BYD Starts Production at 150,000-Unit Indonesian Car Plant in West Java

BYD has begun operations at a car factory in the Subang Smartpolitan Industrial Park in West Java, Indonesia, according to electrive. The site spans 126 hectares and offers annual production capacity of 150,000 units.

The plant is the Chinese automaker's third vehicle assembly site in Southeast Asia, electrive reported, after facilities opened in Thailand in 2024 and Cambodia in 2025.

Headcount at the Indonesian site currently exceeds 5,000, and electrive reported that BYD could potentially raise that figure above 20,000.

The first vehicle assembled on the line was the M6 DM plug-in hybrid MPV, according to electrive.

On the sales side, Liu Xueliang, Vice President of BYD and General Manager of the BYD Asia-Pacific Auto Sales Division, said at the inauguration ceremony that the company operates over 100 sales outlets in Indonesia and aims to grow that figure to over 200 next year.

The local demand case rests on a smaller model. The Atto 1 city car was Indonesia's best-selling electric car in 2025 with 22,582 units registered, electrive reported.

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

Markets

Buyers and NGOs Push Back on UN Carbon Credit Reversal Rules Before October Vote

A group spanning project developers, corporate purchasers and some of the better-known conservation NGOs has moved against draft UN rules that would protect carbon credits against later losses from fire, drought or logging, Climate Home News reported. Critics of the effort, cited by the outlet, characterised it as a "coordinated lobbying campaign" aimed at undermining efforts to strengthen market integrity.

At issue is a proposal from July by the technical UN panel writing rules for the Article 6.4 mechanism, the framework behind credits that governments and firms may count toward their climate targets. Under that proposal, developers would have to set the size of their insurance pools of credits using local risk values drawn from newly published work by a group of independent scientists, according to Climate Home News.

The July design replaces a uniform assumption with site-specific calibration, so the volume of credits a developer must hold back rises where reversal risk is measured to be higher.

The UN secretariat's call for external feedback drew lengthy submissions from more than 30 organisations. Climate Home News examined them and found the arguments converged closely; in several instances, passages and in some cases whole submissions appeared in identical form under different organisations' names.

One example the outlet cites is Apple, whose filing tracks an input from the Beyond Alliance, a grouping of corporate buyers and NGOs that advocates market-based climate investment, with only light editing.

Scope at the start would be limited. Climate Home News reported that the rules would apply first only to clean cookstove projects, among the market's most widely sold and most criticised credit categories.

The panel takes up the reversal risk tool, and the question of which projects it covers, during a five-day session in Bonn this week. Its recommendations then pass to the Supervisory Body, the mechanism's regulator, which meets in early October to decide whether to adopt them, according to Climate Home News.

The Supervisory Body therefore holds the vote, not the panel that drafted the method. Should the tool reach that meeting unchanged and win approval, cookstove developers would size their buffers against externally published risk values. Should the submissions succeed, the calibration is diluted while cookstove projects remain the only credit type covered.

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

AI & Energy

UK Opens Call for Views on AI in Energy, Strategy Due Next Year

The United Kingdom has launched an "AI for clean energy vision" and is asking industry how artificial intelligence could transform the energy system, UK DESNZ said.

Martin McCluskey, Minister for Local Energy and Jobs, set out the vision in a speech on 8 September 2026, delivered at the Google for Startups Accelerator: Europe event in London.

What comes back from the call for views will underpin an "AI in Energy Strategy" the government has said it will publish next year.

An independent review of how AI is being deployed across UK electricity networks is being published at the same time. Lucy Yu, the government's AI Energy Champion, led that review, and McCluskey credited her work on it in the speech.

McCluskey used installed capacity figures to describe the system AI would be applied to. Solar installations across the UK passed the 2 million mark in March 2026, a first, according to the speech.

Offshore wind accounts for the bulk of grid-connected renewable capacity cited. The UK had nearly 3,000 fully commissioned offshore wind turbines spread across 46 wind farms in 2025, delivering up to 16.5 GW connected to the grid, McCluskey said.

The consultation invites views on how AI could change the running of that fleet, which spans millions of small solar installations and dozens of offshore sites.

Source: gov.uk (opens in a new tab)1 sourcePermalink

Renewables

Soren Seeks Thin-Film PV Recyclers in France for CdTe and CIGS Modules

Soren, the government-approved eco-organization responsible for collecting and processing end-of-life photovoltaic modules in France, has opened a call for expressions of interest to find companies able to develop and deploy a thin-film PV module processing solution in the country, according to pv magazine. The search covers cadmium telluride (CdTe) and copper indium gallium selenide (CIGS) technologies.

A 1,300-tonne batch of CdTe modules made by German manufacturer Calyxo will be handled first once the solution is running, pv magazine reported.

The volumes behind the tender climb steeply. Soren could be required to process an estimated 770 tonnes of CdTe modules in France in 2027, 2,660 tonnes in 2030 and 15,000 tonnes in 2037, according to pv magazine. That trajectory implies roughly a twentyfold increase across the decade covered by the estimates.

The estimates rest on outside work. Soren commissioned the Becquerel Institute in 2026 to assess the potential volumes of PV modules requiring processing in France and in Europe, pv magazine reported.

Thin-film modules sit apart from the crystalline silicon panels that dominate collection streams, and CdTe and CIGS chemistries require dedicated treatment routes rather than the mainstream recycling lines. By naming Calyxo output as the priority feedstock, Soren gives any bidder a defined first tonnage to size a plant against.

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

Grid & Storage

Ofgem Finds Great Britain Grid Connections Reform Missed Deadlines

UK regulator Ofgem found that the reform of Great Britain's grid connections queue missed deadlines and was marred by inaccurate connection offers, poor developer engagement and digitalization problems, according to pv magazine.

The same review credited the system operator with cutting back an oversubscribed queue. According to pv magazine, NESO cleared 153 GW of battery energy storage system capacity from that queue.

NESO was formed in October 2024, when the British government acquired the electricity system operator from National Grid plc, pv magazine reported.

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

Chart highlighting cited value: 153 GW. Data as cited.
Chart: voltsdaily, data as cited

Climate

Ember: Coal Generation Has Stopped Growing in 17 of 26 Chinese Provinces

Coal generation has stopped growing in 17 of China's 26 provinces and regions, according to a new report by energy think tank Ember.

The same report finds fossil fuel use reaching its peak in eight of 11 industrial sectors, Ember said. Taken together, the two measures describe a plateau rather than a retreat, with fossil fuels flattening as renewables supply a larger share of generation in what Semafor Net Zero described as a new phase for the country's energy transition.

Ember analysts attributed the shift to rising electrification rather than any contraction in industrial activity, and said the effect is concentrated in the more demanding parts of the economy. That distinction matters for how the numbers read: a flat coal line paired with shrinking output would point one way, while a flat coal line paired with electrified industrial demand points another.

The provincial split is the sharper of the two findings. Nine of the 26 provinces and regions covered by Ember are still adding coal generation, meaning the plateau is national in aggregate but uneven on the ground. On the industrial side, three of the 11 sectors Ember tracked have not yet reached a fossil fuel peak.

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

Policy & Geopolitics

Barclays Says Oil Importers Less Exposed to Supply Shocks Than Assumed

Barclays analysts wrote on Tuesday that most oil-importing countries are less economically vulnerable to supply disruptions than previously assumed, according to Semafor Net Zero.

The bank framed diversification as the decisive variable. Its analysts said the most important lesson of the war is that diversification can go a long way in securing importers against geo-economic bullying.

Semafor Net Zero also cited a new paper from the research group E3G pointing the risk in the opposite direction, toward producers. E3G argued that declining state revenue for major oil exporters, as global demand begins to contract, brings risks countries worldwide are not yet acknowledging or preparing for.

The two readings sit on either side of the same trade. Barclays locates resilience on the buy side, where importers that spread purchases across suppliers absorb interruptions without the macroeconomic damage that earlier models attached to them. E3G locates the unpriced exposure on the sell side, in the fiscal accounts of exporters whose budgets rest on demand that it says is beginning to contract.

E3G described the consequences as extending beyond producer states themselves, saying the risks reach countries worldwide.

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

Policy & Geopolitics

Oil Executives Flag Political Risk in Venezuela Drilling Push

Political exposure, not the state of the reservoirs or the equipment, is what makes the Trump administration's new drilling regime in Venezuela hazardous for operators, according to Semafor.

"The real risk is not technological, it's not geological," Vincent Piazza, senior energy analyst at Bloomberg Intelligence, told Semafor. "It's exclusively political."

The reluctance extends to at least one major. TotalEnergies chief executive Patrick Pouyanne said the company will not commit capital to a jurisdiction that lacks "an economic framework and ecosystem where we feel comfortable," a test he is prepared to apply to Iraq but not yet to Venezuela, Semafor reported.

That distinction matters because it separates security and operating conditions, which oil companies routinely price, from the durability of the terms under which they would invest. Piazza's framing puts the variable outside the control of the operators themselves.

Pouyanne's comparison sets a benchmark rather than a blanket refusal: the standard is comfort with the economic framework, and Iraq clears it while Venezuela does not.

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

Transport

ROX Starts ADAMAS SUV Production in Abu Dhabi's Kezad Zone

Chinese carmaker ROX has begun assembling its ADAMAS SUV in Abu Dhabi, with the first vehicles leaving a new line in the emirate's Kezad industrial zone, according to Semafor Net Zero.

The company plans production capacity of 20,000 vehicles in 2027 in the UAE, Semafor Net Zero reported.

ROX moved its global headquarters to the UAE last year, per the same report.

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

Renewables

Solarworld, Rays Power to Build 2.4 GW Solar Cell Plant in Madhya Pradesh

A 2.4 GW n-type TOPCon cell factory will rise in Madhya Pradesh, India, under a 50:50 joint venture between Solarworld Energy Solutions and Rays Power Infra, according to pv magazine.

The plant will cost $105.5 million and start commercial production in June 2027, pv magazine reported. Each partner takes a 50% stake in the venture.

The chosen site runs to 41.3 acres at Mohasa-Babai in Narmadapuram district, and the line will turn out n-type TOPCon G12R cells.

The ceiling on the deal is INR 5.2 billion, or $54.9 million, which Solarworld gave as the aggregate financial commitment under the agreements. Up to INR 3.2 billion ($33.8 million) of that arrives as a Solarworld loan to Rays Green Energy Manufacturing, the entity financing the project.

Equity accounts for the rest: up to INR 2 billion ($21.1 million) into Rays Green Energy Manufacturing, split between Solarworld and Rays Power at up to INR 1 billion ($10.5 million) apiece.

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

Renewables

Togo Launches Tender for Solar Plant in Agoe Nyive, Backed by French Development Agency

The Togolese Agency for Rural Electrification and Renewable Energies has opened a tender for a new solar power plant to be built in Agoe Nyive, a prefecture in the northern part of Lomé, the capital of Togo, according to pv magazine.

The planned capacity of the plant has not been disclosed.

Funding for the project comes from the French Development Agency, which the Togolese government has secured to cover the costs, pv magazine reported.

Bidders wanting to compete must pay for access to the paperwork. A complete set of the prequalification documents carries a non-refundable fee of XOF 100,000 (USD 177.32), according to pv magazine.

The tender adds to a solar base still anchored by a single large asset. Togo's largest operational solar project is the Blitta solar PV plant, developed by Amea Power, pv magazine reported. Blitta was originally commissioned at 50 MW and has since been expanded to a total capacity of 70 MW.

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

Renewables

T12 Engineering Wins OWGP Funding for Floating Wind Mooring System

T12 Engineering has secured funding from the Offshore Wind Growth Partnership (OWGP) to develop its Floating Mooring System (FMS), a technology aimed at cutting the cost and complexity of maintaining floating offshore wind turbines, according to Offshore Engineer OEDigital.

The company estimates the system could save floating wind operators up to USD 3.6 million (GBP 2.7 million) per turbine across the turbine's operational lifetime, Offshore Engineer OEDigital reported. T12 attributes those savings to offering an alternative to mobilizing large specialist vessels or towing turbines back to shore for major maintenance.

The OWGP-backed work builds on a Front-End Engineering Design study supported by Scottish Enterprise in 2025, which confirmed the technical viability of the mooring system, according to the same report.

Maintenance logistics remain one of the harder cost lines in floating offshore wind, where turbines sit on moored platforms rather than fixed foundations. Heavy component work on those units has typically required either purpose-built vessels or a tow to shore, both of which take the asset out of production. T12's pitch, as reported by Offshore Engineer OEDigital, is that its mooring design removes that step.

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

Grid & Storage

EIB Loan for Princess Elisabeth Island Is Its Largest Benelux Energy Infrastructure Financing

The loan backing Belgium's Princess Elisabeth Island is the largest the EIB has ever extended to an energy infrastructure project in the Benelux, according to Offshore Engineer OEDigital.

The money covers the electrical backbone of the artificial island: a 220 kV high-voltage substation, 66 kV switching stations, transformers, and alternating current connections running back to the Belgian mainland, Offshore Engineer OEDigital reported.

The island sits around 45 kilometers off the Belgian coast and is designed to act as an energy hub, tying existing and new offshore wind generation into the Belgian electricity grid.

Construction of the island structure, its cable connections, and the electrical installations will run over the coming years, according to the same report. The first offshore wind farms in the Princess Elisabeth Zone are expected to connect from 2031 onwards.

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

Grid & Storage

HiNa Battery Signs Five-Year, 10 GWh Sodium-Ion Supply Deal With Korea's Volta

Chinese sodium-ion cell maker HiNa Battery has signed a five-year agreement to supply 10 GWh of sodium-ion batteries to Volta Co. of South Korea, according to ESS News.

The cooperation framework splits the work between the two companies. HiNa Battery is to provide sodium-ion cell technology and manufacturing capacity, while Volta takes the lead on energy storage system integration and market development inside South Korea, ESS News reported.

Kwangwoon University joins the arrangement as a technical verification partner, contributing research, testing and validation support, according to the same report.

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

Generation

DOE Closes USD 1.9 Billion Loan for NextEra's Duane Arnold Nuclear Restart

The U.S. Department of Energy (DOE) has closed a loan of up to USD 1.9 billion to NextEra Energy to finance the restart of the Duane Arnold Energy Center in Linn County, Iowa, according to a DOE announcement. The loan was issued through the department's Office of Energy Dominance Financing (EDF).

The plant ceased operations in 2020, DOE said. Its restart depends on required licensing approvals from the U.S. Nuclear Regulatory Commission, after which the site would return nuclear generation to the grid.

DOE put employment from the project at nearly 1,500 construction jobs, with more than 450 positions supported once the plant is operating.

The closing is the third nuclear plant restart financed by EDF, according to the department. DOE also said the office has completed four concurrent conditional commitments and financial closings under the Trump Administration.

Source: energy.gov (opens in a new tab)1 sourcePermalink

Illustrative view of a mid-sized nuclear power plant with a domed reactor building in rural Iowa farmland under an overcast sky.
Photo: Michael Gattorna / Pexels (opens in a new tab)

Grid & Storage

Yu Review Urges AI-Enabled Operation of UK Electricity Networks

An independent review of how artificial intelligence should be used in electricity networks landed on 8 September 2026, commissioned by the UK Department for Energy Security and Net Zero. It sets out recommendations grouped into four areas.

Lucy Yu, who holds the post of AI Champion for Clean Energy, led the work. Its remit covers England, Scotland and Wales.

The department frames the exercise as an examination of how AI could be deployed safely, with the aim of a more efficient, flexible and reliable electricity system.

On the first of the four areas, Yu recommends shifting system operation and planning onto an AI-enabled, risk-based footing. The second asks that flexibility driven by AI benefit consumers. The third calls for clear governance rules as systems take on more autonomy. The fourth pushes for faster rollout of AI tools already proven in use.

Source: gov.uk (opens in a new tab)1 sourcePermalink

Grid & Storage

Spanish Electricity Demand Up 2.4% in August as Solar PV Takes 29.2% Share

Spain's national electricity demand rose 2.4% in August against the same month a year earlier once corrected for working patterns and temperatures, according to Red Electrica REE.

Renewable technologies covered 53.6% of the generation structure over the month, producing 13,640 GWh, Red Electrica REE reported. Solar photovoltaic alone accounted for 29.2% of generation with 7,445 GWh, leading the mix for the fifth consecutive month according to the operator.

The technology set a new daily generation record on 5 August at 281.2 GWh, per Red Electrica REE.

Across the month, 72.2% of Spanish electricity generation was free from CO2 equivalent emissions, the operator said.

The island systems moved in opposite directions. Demand in the Islas Baleares jumped 15.4% in August on the adjusted basis, according to Red Electrica REE. In the Canarias archipelago, adjusted demand grew 1.9% against the same month in 2025.

Cumulative consumption for the first eight months of 2026 reached 175,858 GWh, up 2.8% on the same period a year earlier, the operator reported.

Source: ree.es (opens in a new tab)1 sourcePermalink

Policy & Geopolitics

IEEFA: Australian EV households can save up to AUD 893 a year on solar sharer tariffs

Australian households charging a single electric vehicle in the middle of the day on solar sharer tariffs can cut annual bills by AUD 731 to AUD 893, according to modelling by IEEFA. Homes running two EVs see the range widen to AUD 1,341 to AUD 2,257.

The benefit extends to households without a driveway. IEEFA found a typical apartment fitted with a 5kWh battery could save AUD 366 to AUD 644 a year under the same tariffs.

IEEFA argues the regulated version of the tariff can be sharpened. Its recommendations include widening the window during which electricity is free, setting a regulated minimum evening feed-in tariff, and looking at alternatives to the 24kWh daily cap.

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

Oil & Gas

Refurbished WFD 450 jackup starts multi-well drilling for Arena Energy on Gulf shelf

White Fleet Drilling's WFD 450 jackup rig has started a multi-well drilling program for Arena Energy on the Gulf of America/Mexico shelf after a USD 65 million acquisition and refurbishment program, according to World Oil.

The unit was formerly operated by Valaris and was built in 1999, World Oil reported, and it sat cold-stacked in the shallow-water Gulf for seven years before White Fleet bought it and carried out repairs and upgrades.

World Oil said the rig was christened in January 2026 and sent to drilling operations in late March. It has been drilling for Arena in the Southern Eugene Island area since deployment.

The WFD 450 is rated for water depths of up to 400 ft and total drilling depths of 30,000 ft, according to World Oil.

Arena Energy CEO Mike Minarovic said the companies anticipate the rig will remain active in the region for the next 15 to 20 years.

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

Policy & Geopolitics

Saudi Arabia Halts Southern Energy Operations After Houthi Missile and Drone Attacks

Saudi Arabia stopped operations at several energy facilities in the south of the country after fresh Houthi attacks started fires, according to World Oil, which reported the shutdowns added to concerns over oil supplies as Brent crude approaches USD 100 per barrel.

The Yemen-based Houthis said they struck Saudi Aramco sites in Abha, Najran and Jazan using ballistic missiles and drones, according to a statement from the group's military spokesperson cited by World Oil.

Jazan hosts a refinery with a capacity of 400,000 bpd, and World Oil reported that repeated attacks there are a growing concern for oil markets.

Saudi officials said recent attacks on four cities near the Yemeni border have injured 73 people, according to World Oil.

Goldman Sachs modestly raised its oil-price forecasts on expectations that shipping disruptions will persist into 2027, and said risks to its outlook remain "significantly tilted to the upside".

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

Markets

Tamarack Valley and Headwater to Merge in USD 7.2 Billion All-Stock Clearwater Deal

Tamarack Valley Energy and Headwater Exploration have agreed to an all-stock merger valued at approximately USD 7.2 billion (CAD 10 billion), according to World Oil. The combination creates the largest publicly traded pure-play producer in Alberta's Clearwater oil play, World Oil reported.

Tamarack shareholders will hold 66.5% of the combined company, with Headwater shareholders taking the remaining 33.5%, according to World Oil.

The merged producer is expected to run at more than 80,000 boed on a run-rate basis and hold over 300 MMboe of proved and probable reserves, World Oil reported. The same report puts identified drilling inventory at more than 3,000 locations.

Management expects annual run-rate synergies above CAD 50 million, according to World Oil. Free funds flow breakeven for the combined company is projected at USD 37/bbl.

On egress, Tamarack has secured 25,000 bpd of Trans Mountain capacity to Canada's West Coast starting in the first quarter of 2027, World Oil reported.

Closing is expected midway through the fourth quarter of 2026, subject to shareholder, court and regulatory approvals.

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

Grid & Storage

Megawatt-Class Solid-State Transformer Runs on Live 13.2-kV Feeder

North Carolina State University, the New York Power Authority (NYPA), and EPRI have run a megawatt-class solid-state transformer (SST) on a live 13.2-kV utility distribution feeder, according to Power Magazine.

The partners describe the test as the first independent validation of a megawatt-class SST under real-world distribution conditions, Power Magazine reported.

The prototype was built by NC State and connected at EPRI's power delivery laboratory, per the same report.

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

Renewables

Ball State Study Finds No Significant Home-Price Hit Near Indiana Wind and Solar

Two decades of Indiana property transactions show no statistically significant drop in residential sale prices near commercial wind turbines or utility-scale solar farms, Ball State University researchers concluded. Their dataset covers sales from 2004 through 2024, and the models test two comparisons: prices before against after big wind and solar projects started operating, and homes sited near those projects against homes at greater distance.

Wind produced the widest raw estimate in the study. An East Central Indiana model showed homes inside one mile of a turbine selling 11.5% below comparable properties located three to five miles out, a non-significant result, Electrek reported.

Solar gaps were an order smaller. One set of models put homes within half a mile of utility-scale solar between 0.9% and 1.4% below comparable properties, again non-significant, according to Electrek.

Dagney Faulk, director of research at Ball State's Center for Business and Economic Research, said the work supplies "Indiana-specific data" for a question communities raise when weighing renewable-energy projects.

County-level rules have tightened regardless. As of September 2025, 40 of Indiana's 92 counties carried bans or other impediments affecting new wind development, and 24 held restrictions affecting solar, Electrek reported.

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

Generation

DOE Closes Loan of Up to USD 1.9 Billion for NextEra's Duane Arnold Restart

The U.S. Department of Energy has closed a loan of up to USD 1.9 billion to NextEra Energy to help finance the restart of the Duane Arnold Energy Center in Iowa, according to Canary Media.

The Iowa plant becomes the third shuttered nuclear station in the United States lined up for a restart attempt backed by federal support, Canary Media reported.

The DOE loan is capped at USD 1.9 billion, the department said in the announcement reported by Canary Media.

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

Renewables

Derry, New Hampshire Energizes 2.25 MW Solar Array on Capped Landfill

Encore Renewable Energy and the town of Derry, New Hampshire, have completed a 2.25 MW solar project on the town's closed and capped municipal landfill, according to Solar Builder.

Encore representatives expect the array to save Derry taxpayers about USD 4 million in electricity costs over the next 25 years, Solar Builder reported. Output will offset the power consumption of 500 New Hampshire houses.

The town's NetZero Task Force selected Encore from a field of seven developers, through a bidding process that started in 2021.

Chad Farrell, founder and president of Encore Renewable Energy, said landfill sites such as the one in Derry offer cleared, unshaded land that cannot be used for much else, with sufficient acreage, good sun exposure, and proximity to the electrical infrastructure needed to move the power where it is needed.

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

Grid & Storage

BYD to Build Battery Storage Plant in Brazil, 300 to 400 Direct Jobs Expected

BYD will phase its planned battery energy storage system (BESS) investment in Brazil in step with local demand and market development, ESS News reported, with the stated goal of creating domestic industrial capacity for the technology.

The assembly line or industrial plant is initially expected to generate between 300 and 400 direct jobs, according to ESS News.

Nelson Stanisci, BYD Brasil's director of energy storage, said the money will fund the infrastructure needed to manufacture BESS in Brazil and will rise progressively in line with market demand.

BYD batteries are already deployed at a storage project with Cemig and Alsol Energia Renováveis attached to a solar PV plant in Uberlândia, Minas Gerais. That installation has a maximum power of 1.26 MVA and storage capacity of 1.36 MWh, per ESS News.

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

Climate

Ember: China's Coal Power Fell in 2025 as Clean Supply Covered All Demand Growth

China's electricity demand grew 5% in 2025, and clean generation covered the entire increase, pushing coal-fired output into its first annual decline in ten years, according to a report by Ember.

The retreat is spread across the country. Of 26 Chinese provinces and regions Ember examined over 2021 to 2025, coal generation had ceased growing in 17. Coal supplied under half of national electricity output in the first half of the year, Climate Home News reported.

Eight of the 11 industrial sectors Ember tracks now burn less fossil fuel than at their peak, with reductions ranging from 26% to 71%, the report found.

Electricity covered 29% of Chinese final energy consumption in 2024. The equivalent share was roughly 23% in Europe and 21% in the US.

Muyi Yang, senior energy analyst at Ember and the report's lead author, told Climate Home News that the country's industrial economy is changing its energy base, and that a peak in fossil fuel use is "increasingly coming into view".

BASF said a new plant it opened in southern China draws its energy entirely from renewable sources, and that site emissions could run 50% below those of conventional petrochemical facilities, according to the company.

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

Transport

Russian Plug-In Car Sales Double to 26,543 Units as Petrol Output Falls Short

Sales of new electric cars and plug-in hybrid passenger vehicles in Russia reached 26,543 units between June and August, more than double the 12,187 sold in the same period a year earlier, according to analytics provider Autostat.

The segment remains small in the national market. Autostat reports that electric cars and plug-in hybrids accounted for 4.3% of total car sales in Russia last year.

Fuel supply has tightened at the same time. Reuters reported that Russia's petrol production has recently fallen to about 70% of its usual domestic consumption, following Ukrainian counterattacks that forced some refineries to halt operations.

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

Generation

DOE Closes USD 1.9 Billion Loan for Duane Arnold Nuclear Restart in Iowa

The U.S. Department of Energy has closed a loan of up to USD 1.9 billion to NextEra Energy to help finance the restart of the Duane Arnold Energy Center in Linn County, Iowa, according to Neutron Bytes. The loan came from the department's Office of Energy Dominance Financing.

The plant stopped generating in 2020. NextEra Energy said it plans to bring Duane Arnold back no later than the first quarter of 2029, subject to regulatory approvals.

NextEra Energy has also signed definitive agreements to buy the combined 30% interest held by CIPCO and Corn Belt Power Cooperative, taking its ownership of the plant to 100%, Neutron Bytes reported.

Construction work on the restart will create nearly 1,500 jobs, with more than 450 jobs supported once the plant is operating, according to Neutron Bytes.

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

Markets

Qualitas Energy to Buy Cero Generation's 5.8 GW European Solar and Storage Platform from Macquarie

Qualitas Energy has agreed to buy Cero Generation's core European solar and battery storage platform from Macquarie Group, according to ESS News. The portfolio totals 5.8 GW across the United Kingdom, Italy and Spain.

More than 2 GW of that capacity is operational, under construction or at the ready-to-build stage, ESS News reported, with a further 3.8 GW sitting in earlier-stage development.

Spanish financial outlet Expansión reported that energy-sector sources value the transaction at more than EUR 1 billion at market prices.

The deal is being made through Qualitas Energy Fund VI, which the firm describes as its latest flagship vehicle for platform-level and corporate-scale transactions.

Cero Generation's local teams and offices in London, Milan and Madrid transfer with the platform.

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

Transport

Liverpool City Region Orders 30 Enviro100EV Electric Buses From Alexander Dennis

The Liverpool City Region Combined Authority has ordered 30 Enviro100EV battery-electric buses from Alexander Dennis, according to electrive. Deliveries are scheduled for 2027.

The electric midibuses sit inside a much larger procurement. electrive reported the wider order covers at least 207 buses worth GBP 57 million. Battery-electric models account for a small share of that total: the other 177 vehicles are low-emission combustion buses.

The contract carries options that would lift the volume to 357 buses and GBP 95 million, per electrive.

With the Enviro100EV units included, the combined authority's known electric bus orders from Alexander Dennis reach 88 vehicles, electrive reported.

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

Policy & Geopolitics

Georgia Power Ranked 10th Nationally for Utility Disconnections in 2024

Georgia Power recorded 187,007 disconnections in 2024, the 10th-highest total of any utility nationwide, according to a study by the Energy and Policy Institute cited by Inside Climate News. The utility serves nearly 2.5 million customers.

More than 100,000 of those customers were cut off between August and November 2025, Inside Climate News reported.

Customers have faced higher electricity bills after the completion of the nuclear-powered Plant Vogtle and as Georgia Power has sought additional power resources to meet growing demand from data centers, according to Inside Climate News.

The utility typically disconnects a customer about 45 days after a bill goes unpaid.

Under Georgia Power's PrePay program, 75% of each payment is applied to future electricity use and 25% to the past-due balance.

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

Policy & Geopolitics

India's CEA Proposes Mandatory Co-Located Storage for New Solar and Wind Projects

India's Central Electricity Authority (CEA) has proposed making grid-forming inverters and co-located energy storage compulsory for new ground-mounted solar and onshore wind projects, according to pv magazine.

The technical requirements sit in the CEA's draft Central Electricity Authority (Technical Standards for Construction of Electric Plants and Electric Lines) Second Amendment Regulations, 2026, which pv magazine reported was notified on Sept. 3.

Both conditions would apply to new build rather than to the installed base, per the same report. Grid-forming inverters set their own voltage and frequency reference instead of following the grid, a capability that matters as synchronous generation retires and system inertia falls. Pairing storage at the point of generation gives the operator dispatchable output from an otherwise variable plant.

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