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Renewable energy investments set another record in the first half 0f 2025, rising 10% from the same period of last year t0 reach $386 billion. However, asset finance for utility-scale solar and onshore wind was down 13%, reflecting an adverse policy environment in some, key markets. US investment in renewables was down 36% in the first half of the year compared to the second half of last year, while, EU-27 investment was up 63%. Energy Transition Investment Trends is BloombergNEF’s annual review of global investment in the low-carbon energy transition. It covers a wide scope of sectors central to the transition, including renewable energy, energy storage, nuclear, hydrogen, carbon capture, electrified transport and buildings, clean industry, clean shipping and power grids.
This Ember report analyses China’s progress towards a clean energy future, explores the reasons why it is accelerating and deepening, and sets out some implications for the rest of the world. It draws on data from Chinese government sources, international organisations such as the International Energy Agency and Ember itself, together with insights from structured expert interviews. The analysis highlights important trends in sectors such as renewable generation and electrification of sectors such as industry, buildings and transport, and analyses the underlying drivers. It then examines how trade with China, China’s energy diplomacy and business support are driving clean energy progress particularly in emerging economies. This report is Ember’s first comprehensive review of China’s clean energy progress and its implications for the rest of the world, undertaken because of China’s centrality to the global transition.
India's decision to cut taxes on solar and wind equipment will lower costs for new plants and pressure existing project developers to reduce tariffs, accelerating the country's shift to renewable energy, industry experts said. The government on Wednesday slashed the goods and services tax (GST) on solar photovoltaic modules and wind turbine generators to 5% from 12%, part of broader tax cuts on hundreds of consumer items.
Europe’s energy transition is at a pivotal moment, with companies and policymakers under pressure to decarbonize while ensuring energy security, affordability and industrial competitiveness. At the same time, geopolitical tensions are on the rise just as global negotiators gather in Brazil for the COP30 climate conference.
A divided U.S. appeals court ruled that most of Donald Trump's tariffs are illegal, undercutting the Republican president's use of the levies as a key international economic policy tool. The court allowed the tariffs to remain in place through October 14 to give the Trump administration a chance to file an appeal with the U.S. Supreme Court.
The Trump administration’s new clean energy tax guidance deals a fresh blow to many wind and solar companies already reeling from enactment of the Republican megalaw, raising new questions about the trajectory of renewables. The Treasury Department plan, mandated by an executive order on July 7, rewrites decades-old standards for how wind and solar projects can qualify for lucrative credits. The revisions no longer allow projects that incur 5 percent of their costs to be considered under construction — a move that could make it difficult for many developers to receive federal support and move forward. The guidance also requires companies to meet the new standards within two weeks, angering industry advocates.
Iberia has entered a new phase of cleantech acceleration. With a record-breaking €370.9 million invested in Q2, nearly double than Q1 levels, the investment signal is clear: clean industrial transition is gaining serious momentum and Iberia is right at the centre of it. Early-stage innovation remains the center of gravity, but institutional confidence is rising. In Europe, 8 out of 15 renewable hydrogen projects selected in the European Hydrogen Bank’s second auction will be hosted in Spain, a sign of growing strategic alignment between national potential and European priorities. On the ground, policy engagement is delivering results. At the same time, grid resilience has taken centre stage following the recent Iberian blackout. Our Coalition has responded, launching a new Taskforce on Grids, and gathering in Madrid to align on investment priorities and grid flexibility. Spain shows clear intent to match infrastructure with ambition and fast-tracking new measures to upgrade the electricity system but, in spite of the energy sector support, the RDL 7/2025 was rejected by Parliament. Momentum is no longer theoretical, it’s real, measurable, and accelerating.
A new analysis by global energy think tank Ember reveals that, two years after the COP28 agreement to triple global renewable energy capacity by 2030, national targets have barely made progress — with the total global ambition increasing by just 2% since the agreement. This gap between global ambition and national planning risks undermining not only climate progress but also energy security and economic resilience of countries. National renewable energy targets collectively now add up to 7.4 terawatts (TW) for 2030 — just over double the 3.4 TW installed in 2022. This still falls significantly short of the 11 TW needed to meet the tripling goal agreed at COP28. The gap to tripling remains stubbornly wide at 3.7 TW, meaning countries are still only aiming for a doubling of capacity by the end of this decade.
The political agreement between the EU and the US will further increase cooperation on ensuring secure energy supplies. The agreement between the EU and the US includes the intention to procure more US liquified natural gas (LNG), oil, and nuclear fuels and cutting-edge technologies and investments over the next three years until the end of 2028. With an expected offtake valued at around $750 billion (ca. €700 billion) over this entire period, the agreement will contribute to implementing our REPowerEU Plan and Roadmap to fully replace all Russian energy imports.
Global electricity demand is expected to expand at one of the fastest sustained paces in over a decade despite ongoing economic pressures, according to a new IEA report, with renewables, natural gas and nuclear all contributing to meet the additional demand. Electricity demand is set to rise by 3.3% in 2025 and 3.7% in 2026 – more than twice as fast as total energy demand growth over the same period, the IEA’s Electricity Mid-Year Update finds. The new report underscores the increasing demand for electricity to power factories and appliances, keep buildings cool, operate growing fleets of data centres, run electric vehicles and more. While the latest forecasts for global electricity demand growth this year and next are a deceleration from the 4.4% surge recorded in 2024, they remain well above the 2015-2023 average of 2.6%. Renewables are expected to overtake coal as the world’s largest source of electricity as early as 2025 or by 2026 at the latest, depending on weather and fuel price trends.
El consejero de Industria, Mikel Jauregi, confirmó que el Gobierno Vasco iniciará en septiembre los contactos con los sectores industriales afectados por el acuerdo arancelario y para “empezar a explorar qué tipo de ayudas, si es necesario, tenemos que activar para estos sectores”. El pasado domingo, la Administración Trump y la Comisión Europea alcanzaron un acuerdo para que las mercancías del bloque comunitario cuenten con un arancel general del 15%.
Han pasado ya dos meses desde el apagón más grave de la historia de nuestro país, que dejó sin luz a unos 60 millones de personas en la península ibérica y en parte del sur de Francia. A las 12.33.24 del 28 de abril el sistema eléctrico colapsó. En muchos lugares la luz tardó hasta 20 horas en volver. La industria quedó paralizada durante horas y murieron al menos 6 personas por causas relacionadas con el apagón. Hay varias investigaciones en curso (la de la CNMC, la de la Audiencia Nacional y la del organismo que representa a los operadores de los sistemas eléctricos europeos, ENTSO-E) y de ellas podrían salir acusaciones con sanciones e indemnizaciones aparejadas. RTVE estrena ‘Cero eléctrico’, un reportaje especial de los servicios informativos que analiza a fondo el apagón. Con una duración de 30 minutos, el reportaje interpela directamente a instituciones y responsables del sistema energético para dar respuestas a la ciudadanía.
El Ministerio para la Transición Ecológica y el Reto Demográfico (MITECO) ha lanzado a información pública la Orden por la que se establecen las bases reguladoras de las ayudas a proyectos de cadena de valor industrial de tecnologías limpias vinculadas a la transición energética. La iniciativa incluye el texto de la primera convocatoria de ayudas, dotada con 480 millones de euros. Ambos documentos pueden consultarse en: https://www.miteco.gob.es/es/energia/participacion/2025/detalle-participacion-publica-k-769.html. Este programa dará un nuevo impulso a la fabricación en España de equipos de energías renovables y sus componentes clave: paneles solares, turbinas eólicas, baterías, bombas de calor, electrolizadores y otras tecnologías de hidrógeno, plantas de biogás y biometano sostenibles, turbinas hidráulicas...aumentando notablemente el alcance respecto a convocatorias similares anteriores. Las alegaciones a la Orden de bases reguladoras y la convocatoria de ayudas pueden remitirse hasta el 8 de septiembre de 2025 al siguiente correo electrónico: bzn-renovables-01@miteco.es
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In August 2025, Egyptian firm Blue Ocean Energy struck a $35 billion deal with partners in the Chevron-operated Leviathan field offshore of Israel to import more natural gas from Israel, the latest move by Egypt to meet natural gas demand that is outpacing domestic production.
El 'drill, baby, drill' que catapultó a Donald Trump de regreso a la Casa Blanca ha pasado en apenas unos meses de consigna electoral a eje central de su política energética. Con Estados Unidos ya fuera del Acuerdo de París -el pacto climático suscrito por la práctica totalidad de países-, la Administración republicana ha virado con decisión hacia el fracking, el petróleo y el carbón, en detrimento de unas renovables contra las que libra una cruzada. La ofensiva tiene ahora en el punto de mira a Iberdrola, a la que amenaza con bloquear dos parques eólicos en Massachusetts, una maniobra que desata la alarma e introduce nuevas dosis de incertidumbre en un sector ya golpeado por la andanada arancelaria.
Según el informe "Global Critical Minerals Outlook 2025" de la Agencia Internacional de la Energía (International Energy Agency, IEA), se prevé que la demanda de litio se quintuplique para 2040, la de cobalto se duplique y la de cobre aumente un 30 %, debido al aumento de demanda de minerales críticos esenciales para turbinas eólicas, baterías y paneles solares. La región de África Austral —que comprende Angola, Botsuana, Lesoto, Malaui, Mozambique, Namibia, Sudáfrica, Suazilandia, Zambia y Zimbabue— posee un porcentaje significativo de las reservas mundiales de minerales críticos. Dada su riqueza mineral, la región tiene el potencial de desempeñar un papel aún más importante en la cadena de suministro de minerales críticos.
Global investment in new renewable energy projects hit a record $386 billion in the first half of 2025, up 10% from the previous year. However, asset finance for utility-scale solar and onshore wind shrank by 13% compared to 1H 2024, reaching the lowest share of total investment since 2006, according to the latest investment data collected by BloombergNEF (BNEF) and published in the 2H 2025 Renewable Energy Investment Tracker. BNEF finds that utility-scale solar photovoltaic investment was particularly hit, falling 19% compared to the first half of 2024. The markets that saw the largest year-on-year declines in investment – including mainland China, Spain, Greece and Brazil – have seen rising curtailment and greater exposure to negative power prices, signaling that concerns over revenue were paramount for investors. Utility-scale solar investor activity was stronger in markets with supportive government auctions or strong corporate energy demand.
La Unión Europea ha cerrado el acuerdo formal con Estados Unidos para un arancel general máximo del 15% a su exportaciones que se aplicará también a sectores como el farmacéutico y los semiconductores, aunque en el caso de los vehículos la rebaja desde el 27,5% actual queda condicionada a un mejor acceso a productos agrícolas y alimentos estadounidenses. El acuerdo incluye los compromisos de compras europeas de energía estadounidense por valor de 750.000 millones de dólares, en concreto de crudo, gas licuado y energía nuclear, e inversiones de 600.000 millones de dólares en la economía norteamericana en lo que resta de mandato del presidente estadounidense. El acuerdo formal incluye estos puntos entre sus términos, pero toma el lenguaje europeo y se refiere a "intenciones" y "expectativas" sobre las adquisiciones e inversiones, después de que Bruselas haya reiterado en múltiples ocasiones que las cifras no son de ninguna manera vinculantes.
The energy transition is built on transformational technologies. But which solutions are poised to have the greatest impact? The fifth annual edition of Wood Mackenzie's New technologies outlook has expanded its assessment to 260 technologies and introduces regional scoring for the US, China and Europe alongside global rankings. The outlook evaluates technologies across six metrics: technology maturity, pace of change, carbon abatement cost, carbon offset potential, policy support and dependency.
The One Big Beautiful Bill (OBBB) was signed into law on July 4, 2025, delivering on a clear priority of the Trump 2.0 administration to extend the 2017 Tax Cuts and Jobs Act, which was set to expire at the end of 2025. Passed through the budget reconciliation process using a “current policy” approach, the OBBB funds these tax cuts primarily through cuts to clean energy and Medicaid. The legislation has fundamentally altered the clean energy landscape, with nearly all energy-related aspects of the 2022 Inflation Reduction Act repealed or modified, while ongoing tariff negotiations, federal permitting difficulties, and safe harbor compliance uncertainty add additional headwinds for renewables and storage developers.
A comprehensive new study by Wood Mackenzie reveals the growing challenge of "dunkelflaute" – prolonged periods of low wind and solar generation – as Europe transitions to renewable-dominated power systems. The research shows these events are driving extreme price volatility and exposing critical vulnerabilities in energy security across the continent. Dunkelflaute is an increasingly familiar concept in European power markets, especially following two widely covered events in November and December 2024.
Chinese renewable energy manufacturers are aggressively expanding their global footprint despite mounting trade tensions, establishing 35 new overseas facilities in 2024 alone. This brings their total international manufacturing presence to 114 facilities across the wind, solar, and battery sectors, strategically positioned in the Middle East, Asia-Pacific, and Europe to avoid escalating tariff barriers, reports Wood Mackenzie.
El reciente pacto arancelario entre la Unión Europea y Estados Unidos, firmado por Donald Trump y Ursula von der Leyen, ha generado preocupación en Euskadi al poner en riesgo su estrategia de reindustrialización. El acuerdo introduce aranceles del 15%, que en acero y aluminio alcanzan el 50%, y obliga a realizar compras masivas de energía, lo que afecta a sectores clave y frena la transición verde. Esta situación se suma a una desaceleración industrial previa, agravada por la debilidad económica de Alemania y Francia, principales socios comerciales. Como resultado, la previsión de crecimiento del PIB vasco para 2026 se ha reducido al 1,7%.
El Foro Económico Mundial, en colaboración con Accenture, presenta en su informe 'Fostering Effective Energy Transition 2025' una aceleración en el ritmo de la transición energética global, reflejada en un aumento del 1,1 % del Índice de Transición Energética, el mayor desde antes de la pandemia. El análisis, que abarca 118 países, señala avances destacados en sostenibilidad y equidad gracias a la bajada de precios, las reformas en subsidios, la reducción de la intensidad energética y de emisiones, y el crecimiento de las energías limpias. No obstante, la mejora en seguridad energética ha sido limitada y la preparación para la transición pierde impulso, en un contexto marcado por crecientes tensiones climáticas, geopolíticas, económicas y tecnológicas.
El rechazo al decreto antiapagones que el Gobierno llevó al Congreso ha sido un golpe para el sector energético. Desde que se produjo el cero eléctrico el pasado 28 de abril, muchos inversores comenzaron a replantearse dónde colocar su capital porque -para garantizar una mayor estabilidad al sistema- el plan estatal ha comenzado a restar peso a las renovables en el mix energético. Los datos de Red Eléctrica muestran que el número de instalaciones en desarrollo de eólicas y solares fotovoltaicas se han desplomado desde comienzos de año. En junio, dos meses después del apagón, el número de instalaciones en desarrollo se situó en 157,8 gigavatios (GW), un 8% inferior a la cifra récord que se alcanzó hace un año. Al comparar los datos con los de principios de año el descenso es del 4,3% desde los 164,8 GW del mes de enero.
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