Our monthly energy transition wrap-up: a succinct snapshot of the global landscape sharing articles on market shifts, sector sentiment, and emerging trends, with additional features from industry leaders.
July brought a wave of megaprojects, policy recalibrations, and growing scrutiny over whether the grid can keep pace with AI-driven energy demand. In Asia, China led the charge, launching the world’s most powerful hydropower project and confirming a $557m partnership with Tesla to build an integrated solar, battery, and supercomputing hub. Southeast Asia also made moves, with solar players rolling out commercial solutions tailored to surging demand, but developer margins and supply chains remain strained.
Momentum is rising in the Middle East. Saudi Arabia announced an $8.3 billion investment to deliver 15GW of new renewable capacity, while cross-sector collaborations involving utilities and healthcare providers shows clean energy is being embedded into essential infrastructure.
Green hydrogen diplomacy advanced as Europe and the Gulf further aligned on trade and infrastructure. Europe focused on regulatory tightening, introducing a low carbon fuels accounting framework. Yet clean power output fell and fossil generation rose, highlighting structural and seasonal risks.
In the US, AI infrastructure is reshaping long-term demand, with a $25 billion hyperscale investment that is testing grid limits. Smarter infrastructure and resilient systems are now just as critical as adding new capacity.