According to the IEA’s World Energy Investment 2025 report, global energy investment is projected to reach $3.3 trillion this year, with $2.2 trillion flowing into clean energy—marking the first time renewables have overtaken fossil fuels in capital allocation.

This shift is driven by a convergence of factors: post-Ukraine energy security policies, the electrification of AI and data center infrastructure, and aggressive net-zero mandates from corporations and governments alike. The implications are profound: fossil fuel majors are diversifying into renewables, institutional investors are reallocating capital, and grid modernization is becoming a top priority.

However, risks remain. Fossil fuel subsidies are still entrenched in many emerging markets, and grid infrastructure is struggling to keep pace with the rapid growth in generation capacity.

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🔗 Source: IEA World Energy Investment 2025

China continues to dominate the global renewable energy landscape, with a pipeline exceeding 1.3 terawatts of utility-scale solar and wind projects. Of this, 510 GW is already under construction.

Offshore wind capacity has grown from just 5 GW in 2018 to 42.7 GW in 2025, driven by provincial mandates and central government subsidies. China’s dominance in solar manufacturing—accounting for 75% of global output—has helped drive down costs worldwide.

However, this rapid expansion comes with challenges: curtailment due to grid congestion, overcapacity in solar manufacturing, and growing trade tensions with the U.S. and EU. Still, China’s ability to scale both generation and manufacturing remains unmatched.

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🔗 Global Energy Monitor Brief

In a major move for the renewable energy sector, Canadian developer Innergex Renewable Energy Inc. has been acquired by La Caisse for $13.75 per share, valuing the company at nearly $10 billion.

The deal includes 92 operating assets and 16 development projects across hydro, wind, solar, and battery storage, totaling 4.9 GW of gross capacity. This acquisition signals strong investor confidence in the long-term cash flows of renewable energy assets. It also gives Innergex the flexibility to scale globally without the constraints of public market scrutiny.

However, integration risks remain, especially across such a diverse technology portfolio, and regulatory oversight could intensify for cross-border asset transfers

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🔗 Innergex Press Release

Tesla has unveiled a prototype solid-state battery that could redefine the future of energy storage. With an energy density of 450–600 Wh/kg, 800A charging capability, and over 4,000 charge cycles, this battery promises 700–1,000 km of EV range and full charging in under 10 minutes.

It also eliminates thermal runaway risk, making it significantly safer than current lithium-ion technologies. The battery uses fewer rare and toxic materials, improving sustainability and reducing supply chain vulnerabilities. While the invention marks a major leap forward, challenges remain in scaling production and securing a reliable supply of solid electrolytes.

Tesla’s new solid-state battery boasts:

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🔗 Tesla Battery Announcement

Floating wind is no longer a fringe technology. Global capacity is expected to reach 2.5 GW by 2030, with 27.3 GW already under construction. China leads the offshore wind race with 42.9 GW, followed by the UK at 15.6 GW.

Floating platforms are particularly valuable for deep-water sites where fixed-bottom turbines are not feasible. They also reduce seabed disruption and can be paired with offshore hydrogen production.

However, the sector faces high capital costs, long permitting timelines, and complex offshore logistics. As technology matures and costs fall, floating wind could become a cornerstone of global decarbonization strategies.

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🔗 RenewableUK EnergyPulse Report

🔗 Source – Inspenet

🔍 Editor’s Note:
Battery storage has emerged as a prominent feature. This chart tracks global investment across four major battery technologies over the past three years: Li-ion, solid-state, flow, and sodium-ion. While Li-ion remains dominant, solid-state batteries are seeing explosive growth, nearly tripling in investment from $12B in 2023 to $35B in 2025. Flow and sodium-ion technologies are also gaining traction, especially for grid-scale applications and long-duration storage