Document threatening legal action by foreign investors against Vietnam for renewables
According to a document seen by the. Last year, the 'dispute' began when Vietnam cut subsidised electricity prices from solar and wind farms. It cited irregularities. Vietnam's energy industry is struggling with high prices and the risk of shortages due to the conflict in Iran. The chambers of commerce of the European Union, Britain and Japan in Vietnam, as well as South Korea, Thailand, and South Korea, sent a letter of joint concern to the government on Thursday.
Document threatening legal action by foreign investors against Vietnam for renewables
According to a document seen by the. Last year, the 'dispute' began when Vietnam cut subsidised electricity prices from solar and wind farms. It cited irregularities. Vietnam's energy industry is struggling with high prices and the risk of shortages due to the conflict in Iran. The chambers of commerce of the European Union, Britain and Japan in Vietnam, as well as South Korea, Thailand, and South Korea, sent a letter of joint concern to the government on Thursday.
Japan's weakness on energy is brought to the forefront as Middle East crisis worsens, says REI chair
The chair of the Renewable Energy Institute stated that Japan must do more to reduce their reliance on fossil fuels after the Middle East conflict escalated and halted the tanker traffic through the Strait of Hormuz. This highlighted Japan's vulnerability to?geopolitical risk. Japan imports 95% of its crude oils and 11% of liquefied gas through the Strait. About 70% of the latter and 6% of the former are shipped via the Strait. The closure of the channel has caused sharp increases in fuel prices.
Repsol, a Spanish company, may attract new investors to the US renewables unit
Josu Imaz, CEO of Spanish energy company Repsol, said that the group is reviewing its approach to renewable power generation and may welcome new investors. Repsol, as part of a larger strategy to transition from a traditional oil and gas company into a multi-energy provider, has been building up a portfolio since 2018. It has also invested in the production and distribution of 'green hydrogen', a low-carbon fuel. Along with Spain, the United States is a major market for its?division of low-carbon energy.
German startup plans to build 30-megawatt AI Data Centre in order to boost sovereign control
Polarise, a German start-up, plans to build an artificial intelligence data center with a 30-megawatt capacity. This would double Germany’s domestically-run computing power. The company said that the facility in Amberg, Bavaria, which is set to be operational in mid-2027 could expand to 120 MW. According to the German lobby group Bitkom, AI data centres in Germany had a total capacity of 530MW by the end of 2017. Most of it was, however, operated by non German providers.
Report: US solar installations will drop by 2025 as a result of Trump's policies.
A study released on Tuesday showed that the U.S. market for solar energy added fewer installations in 2025 than the previous year. This is due to the fact that President Donald 'Trump' scrapped tax breaks and subsidies for renewable energy developers. According to a report by Wood Mackenzie and the Solar Energy Industries Association, 43 gigawatts of new solar capacity was installed in 2018. This compares to 50 GW in 2020. Report: The One Big Beautiful Bill Act of the Obama administration has caused a disruption in the solar industry…
Spain cannot claim immunity as a state in the UK dispute over renewable energy incentives
The United Kingdom's top court ruled that Spain cannot claim immunity in order to prevent a multimillion euro award being made?over the reduction of renewable energy incentives. This limits states' rights to claim immunity when they are involved in disputes with investors. The Supreme Court stated, however, states can claim immunity with respect to the execution of a arbitration award against state property. Infrastructure Services Luxembourg…
Spain cannot claim immunity as a state in the UK dispute over renewable energy incentives
The United Kingdom's highest judicial court ruled that Spain could not claim immunity to prevent a'multimillion-euro' award for cuts in renewable energy incentives from being registered. This limits the ability of states to claim immunity when they are involved in disputes with investors. Infrastructure Services Luxembourg and Energia Termosolar which invested in renewable energy in Spain brought Spain to arbitration more than 10 years ago under the Energy Charter Treaty for withdrawing subsidies.
Allianz GI acquires a 50% stake in German battery projects from TotalEnergies
TotalEnergies, the French oil giant, has sold to Allianz Global Investors a 50% share in?11 batteries projects in Germany that are under construction. The companies announced this on Tuesday as the interest in Germany's rapidly growing renewables market grows. The value of the transaction was not disclosed by the companies. The pair said they would invest 500 million euro ($581million) to finish the construction. 70% of that amount will be funded by debt. The project will have 789 megawatts of power and be operational in 2028.
Spain's Moeve joins forces with Masdar to launch a $1.2 billion green hydrogen project
The Spanish energy company Moeve approved a major green hydrogen investment project that involved more than one billion euros ($1.2 billion) of investments. Masdar, an Abu Dhabi renewable energy company, was a minority partner. Moeve announced on Monday that it had made the final investment decision for the first part in the Andalusian Green Hydrogen Valley, Spain. This will have a 300 megawatt capacity and the option to add an additional 100 MW based on grid availability and board approval.
Spain's Moeve joins forces with Masdar to launch a $1.2 billion green hydrogen project
Spanish energy company Moeve approved a major green hydrogen project that involves more than 1 billion euros ($1.2billion) in investment, with Abu Dhabi renewable energy company Masdar as a "minority" partner. Moeve announced on Monday that it had made the final investment decision for the first part in the Andalusian Green Hydrogen Valley, Spain. The project will have a 300-megawatt capacity and the "possibility" to add an additional 100 MW based on grid availability and board approval.
Raychaudhuri: Indian equities are a bright spot in the market.
Indian stocks, once the darlings of global investors have been underperforming other emerging markets in the past year due to?trade tensions and falling earnings estimates, while high valuations also dulled their shine. Changing domestic and geopolitical tendencies may attract global investors again. Last year, the main problem for Indian shares was that earnings expectations declined even though valuations remained high. The weakening of…
Acciona Energia cuts dividends, targets disposals to protect credit ratings
Acciona Energia, the Spanish renewable energy company, announced late Thursday that it would reduce dividends and investments to save its credit rating. It also hoped to generate around 2 billion euro ($2.36 billion), from asset sales, as well as reduce a portion of a debt. Acciona Energia is owned by the Spanish company Acciona SA, with a stake greater than 90%. The strategic goal of Acciona Energia has been to strengthen its balance sheet and maintain investment grade ratings.
Portugal's EDP CEO: Data centre boom in Iberia to be supplied by EDP
EDP, Portugal's largest utility, is stepping up to meet the demand for data centres in Iberia. The company was attracted by electricity prices that will remain low in comparison to other parts of Europe. He said that over 18 gigawatts in data centres in Portugal and Spain are in development or pipeline, "supporting the strong electricity demand in Iberia", driven by structural factors, not temporary ones. He said that Iberia had a distinct advantage from which we hoped to?benefit - affordable, structurally structured power prices.
First Solar shares fall after poor sales forecast amid policy uncertainties
On Wednesday, shares of First 'Solar' fell 12.8% and reached their lowest level since September last year. The company had forecast sales that were below Wall Street estimates due to uncertainty in the U.S. political environment as well as delays with permits under the Trump administration. According to data compiled and analyzed by LSEG, the solar panel manufacturer said on Tuesday that it expects its 2026 net sales will be between $4.9 billion and $5.2 billion. This compares to an average analyst estimate of $6 billion.
First Solar shares fall after weak sales forecast amid policy uncertainties
First Solar shares fell 16.7% on Wednesday in premarket trade after the company predicted annual sales below Wall Street expectations due to uncertainty and delays caused by the Trump administration's U.S. policies. According to LSEG data, the'solar 'panel manufacturer expects its net sales in 2026 to range between $4.9 and $5.2 billion. This compares to an average analyst estimate of $6 billion. Solar industry is facing tariff pressures and a halt on major project approvals under the current administration.
U.S. Trade Action Deals Blow to Indian Solar Makers
Analysts and representatives of the industry said that India's plans for strengthening its?position on the U.S. Solar market have been stymied by Washington's decision to impose steep anti-dumping duties?on solar panels and cells?shipped primarily from a few?Asian hubs. U.S. Commerce Department determined on Tuesday that manufacturers in India, Indonesia, and Laos received wide-ranging support from the government that distorted competition in some of the most attractive markets for clean energy.
U.S. Trade Action Deals Blow to Indian Solar Makers
Analysts and representatives of the industry said that India's plans for strengthening its?position on the U.S. Solar market have been stymied by Washington's decision to impose steep anti-dumping duties?on solar panels and cells?shipped primarily from a few?Asian hubs. U.S. Commerce Department determined on Tuesday that manufacturers in India, Indonesia, and Laos received wide-ranging support from the government that distorted competition in some of the most attractive markets for clean energy.
First Solar's outlook is not as optimistic as it was in the Trump era.
First Solar, the U.S.'s largest solar panel manufacturer, cited a?customer headwind, such as delays in permits under the Donald Trump Administration, which sent its shares down by nearly 14%. In a call following earnings, CFO Alex Bradley stated that the company expects to see a $125-$135 million impact in 2026 from tariffs. "We've run at a very low usage rate to try and sort of?"buy some time" to see how tariffs eventually get played out, the?company stated.
First Solar's outlook is not as optimistic as it was in the Trump era.
First Solar, the U.S.'s largest solar panel manufacturer, cited a?customer headwind, such as delays in permits under the Donald Trump Administration, which sent its shares down by nearly 14%. In a call following earnings, CFO Alex Bradley stated that the company expects to see a $125-$135 million impact in 2026 from tariffs. "We've run at a very low usage rate to try and sort of?"buy some time" to see how tariffs eventually get played out, the?company stated.
South Korea approves its first petrochemical restructured deal as glut of supply weighs
The South Korean industry ministry announced on Wednesday that it had 'approved' the first petrochemical sector restructuring project in the country. It offered a package of support worth over 2 trillion won ($1,39 billion) for companies to help them weather a prolonged downturn. The ministry has approved the plan that HD Hyundai Oilbank and Lotte Chemical, along with their joint venture HD Hyundai Chemical, submitted to merge operations at Daesan Industrial Complex.
First Solar's stock plunges following a disappointing net sales forecast
First Solar, the largest U.S.-based?maker of solar panels, has forecast current-year sales that are?below expectations. The U.S. solar?panel?expects a higher price?for their products?following?additional tariffs?on foreign-made solar panels. This sent its shares plummeting nearly 14% following the bell. The U.S. demand for residential solar has been weak because of high interest rates and metering changes in California's top market, which have reduced the credits that customers receive when they feed excess electricity back into the grid.
Solar dominates import seizures following US ban on Chinese products made with forced labor
According to the latest data released by the U.S. Customs and Border Protection, solar panels account for the majority of the value in shipments that are stopped at the U.S. border as a result of a law passed in 2021 banning goods made with Chinese forced labour. These data are the first to provide a detailed breakdown of the?types?of products that CBP has stopped since the Uyghur Forced Labor Prevention Act was signed by the former president Joe Biden. They confirm that the solar industry will be the most affected.
The US imposes preliminary duties on solar imports originating from India, Indonesia and Laos
The U.S. Commerce Department announced Tuesday countervailing duty?on solar panels and cells imported by a?companies from India, Indonesia, and Laos?in an effort to counter subsidies supporting Asian industries. The decision was made by U.S. Trade officials who sided with the domestic solar factory owners, finding that the companies in the three countries had received government subsidies which rendered American products uncompetitive. This is the latest in an ongoing series of duties on solar imports that are mostly made by Chinese firms.
Spain's Endesa focuses on grid investments under new three-year plans
In a Tuesday strategy update, Endesa said it would 'increase investments in power network upgrades, primarily, and 'boost shareholder returns in the next three to four years based on increasing earnings. The massive blackout in Spain and Portugal that occurred on April 28, last year, has highlighted the necessity of spending more on the grid. However, utilities are also calling for higher guaranteed returns. Endesa announced that it would invest 10,6 billion euros (12,5 billion dollars) until 2028.
Engie to install bitcoin mining and storage at massive new Brazil solar plant
Eduardo Sattamini is the Engie Country Manager for Brazil. He told journalists last week that he was looking into possible offtakers. Assu, located in northeast Brazil has 895MWp of installed capacity and began full commercial operations last month. Sattamini stated that the production was curtailed by 'curtailments' made to balance Brazil’s power grid. He did not specify how much of the?production had been affected. Since 2023, curtailment has been a major problem for solar and wind farm owners in Brazil.
Repsol, a Spanish company, has cut its renewable energy target
A report released in conjunction with its 2025 results shows that Repsol, the Spanish energy company, has reduced its 2030 targets for renewable capacity and products low in carbon emissions as it adapts to changing market conditions. The?company? has built a portfolio of hydroelectric, wind and solar projects in Spain and overseas as part of its strategy to transition from an oil and gas company into a multi-energy provider. It has also invested in the production of?green hydrogen and low carbon fuels.
Cubans use solar power to fight blackouts as US tightens its grip on oil
Cubans scramble to install solar panels in their homes, businesses and vehicles as Washington prevents oil from reaching the Caribbean’s largest island. This contributes to electricity generation shortfalls. U.S. sanctions, a deep recession and the economic crisis in Venezuela have made it difficult for the government to buy enough fuel. A recent 'drought' of shipments due to U.S. sanctions has also caused a?drought? in Mexico and Venezuela. Tariff threats have worsened the existing shortages.
Premier Energies, India's solar company, is targeting Europe and the US, according to its executives
Two senior executives from India's Premier Energies said that the company plans to concentrate on exports, with buyers diversifying their supply chain away from China. This is a major change for the domestically focused solar equipment supplier. Western companies have been prompted to create new supply chains by tariff?concerns and concerns about over-reliance on a single manufacturing center. This has opened up opportunities for Indian manufacturers. Premier Energies has a fully-booked order book for the next 12-18 months.
Solar industry shifts away from silver due to rising costs
Solar panel producers are intensifying their efforts to replace the silver in solar panels with copper, after the price of silver has risen?130% during the last year. This is putting pressure on margins, which were already under pressure due to overcapacity. Derek Schnee, Senior Commercial Solar Consultant at JK Renewables said that silver is the biggest contributor to the increase in the cost of manufacturing solar panel. He added that the cost has increased by 7-15% within the past year.