Nov. 4, 2025
By George Richardson
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.
October 2025 - Nothing But Net Zero Download
In this month's edition:
October underscored the maturity and momentum of the clean energy transition, even as political and regional divergence continued to shape outcomes. In Europe, a wave of grid and storage investment redefines energy security with Central Europe accelerating solar and battery deployment. The European Central Bank highlighted how recent energy shocks have reshaped investment and R&D priorities, while new grid upgrades promise to strengthen power system stability.
In the U.S. the focus is technology, trade, and leadership. Energy storage developers link growth to rising data-centre demand, positioning storage as a bridge to a low-carbon grid. Fresh trade deals between the U.S. and SEA creates momentum for biofuels, and analysts note the global transition advancing despite a signalled slowdown in ambition from Washington.
The Middle East reinforced its position as a rising clean energy hub. JPMorgan highlighted the region’s investment appeal as Gulf states accelerate diversification, while Abunayyan Holding and Nextracker announced a new joint venture to scale solar and digital infrastructure.
In Asia, fresh capital flows fuel growth. GE Vernova described a “generational shift” as data centres reshape power consumption patterns, and new funding commitments in SEA expand access to clean energy infrastructure. In China, the 10th anniversary of power market reform sparks renewed debate about their next five-year plan balancing growth with net-zero.
The picture is one of consolidation and transition. Momentum holds firm but hinges on investment discipline, grid resilience, and leadership turning volatility into advantage.