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Global Energy: Geopolitical Pivots and Accelerating Renewables Shift Investment Calculus
- 1Inner Mongolia Coal Capacity Replacement Plan Approved, Adding 30 Million Tons of High-Quality Capacity国家能源局http://www.nea.gov.cn/2026-01/23/6789012.htm
- 2China's Wind Power Installed Capacity Ranks First Globally for 15 Consecutive Years新浪财经https://finance.sina.com.cn/stock/y/2026-01-23/doc-inhifvnf5176460.shtml
- 3China's Total Electricity Consumption Historically Exceeds 10 Trillion kWh in 2025香港新闻网https://www.hkcna.hk/h5/docDetail.jsp?id=101223807&channel=2808
- 4China's Photovoltaic Power Generation Industry: Costs Across the Supply Chain Continue to Decline Amid Supportive Policies and Industry Efforts证券时报https://paper.cnstock.com/html/2026-01/24/content_2173555.htm
- 5Russian Ministers Visit SKAT and PROMENERGO Production Facilities in Tatarstanatomic-energy.ruhttps://www.atomic-energy.ru
- 6Alexey Likhachev: Nuclear power plant capacity utilization factor reaches 87%ehp-atom.ruhttp://www.ehp-atom.ru/interview/arhiv-interview/40.html
- 7Oblkommunenergo Freed Over 20 MW of Capacity During Raids Enforcing Seasonal Mining Baneprussia.ruhttps://www.eprussia.ru/news/
- 8Yanchang Petroleum's Refining Upgrade Project Commences Operation, Producing 8 Million Tons of Clean Oil Products Annually中国石油化工新闻网http://www.shiyou360.com/news/2026/0123/445566.html
- 9Industrial Economy - East Money Information东方财富网https://finance.eastmoney.com/a/ccyjj_2.html
- 10Guo Jiazhen: Key to Advancing Green Energy Development in the '15th Five-Year Plan' Lies in 'Integration' and 'Deep Cultivation'东方财富网https://finance.eastmoney.com/a/202601253629866750.html
- 11China Leads Global Green Transition with New Energy Vehicles and Photovoltaics中国日报http://cn.chinadaily.com.cn/a/202601/24/WS69740169a310942cc499c9de.html
- 12India Ranks Third Among Buyers of Russian Fossil FuelsNavbharat Timeshttps://navbharattimes.indiatimes.com/business/business-news/america-secret-plan-fails-27-countries-refuse-to-impose-tariffs-on-india-for-russian-oil-purchase-eu-india-trade-deal-becomes-reason/articleshow/127394079.cms
- 13Magnetic Storm on January 23, 2026: Powerful Disturbances Put on 'Pause'МК в Волгоградеhttps://volg.mk.ru/social/2026/01/22/magnitnaya-burya-23-yanvarya-2026-goda-moshhnye-vozmushheniya-postavili-na-pauzu.html
- 14Union Minister Inaugurates ₹80 Crore Agarwood Biomass SchemePIBhttps://pib.gov.in/PressReleseDetailm.aspx?PRID=2218378®=3&lang=2
- 15China Energy Investment Corporation: Wind Power Installed Capacity Exceeds 72 GW During the 14th Five-Year Plan Period人民网http://finance.people.com.cn/n1/2026/0124/c1004-40651854.html
- 16Electricity supply being met through solar energy under PM Surya Ghar YojanaDPR Chhattisgarhhttps://dprcg.gov.in/post/1769079113/%E0%A4%AC%E0%A4%B2%E0%A4%B0%E0%A4%BE%E0%A4%AE%E0%A4%AA%E0%A5%81%E0%A4%B0-%E0%A4%AA%E0%A5%8D%E0%A4%B0%E0%A4%A7%E0%A4%BE%E0%A4%A8%E0%A4%AE%E0%A4%82%E0%A4%A4%E0%A5%8D%E0%A4%B0%E0%A5%80-%E0%A4%B8%E0%A5%82%E0%A4%B0%E0%A5%8D%E0%A4%AF-%E0%A4%98%E0%A4%B0-%E0%A4%AF%E0%A5%8B%E0%A4%9C%E0%A4%A8%E0%A4%BE-%E0%A4%85%E0%A4%82%E0%A4%A4%E0%A4%B0%E0%A4%97%E0%A4%A4-%E0%A4%B8%E0%A5%8C%E0%A4%B0-%E0%A4%8A%E0%A4%B0%E0%A5%8D%E0%A4%9C%E0%A4%BE-%E0%A4%B8%E0%A5%87-%E0%A4%AC%E0%A4%BF%E0%A4%9C%E0%A4%B2%E0%A5%80-%E0%A4%95%E0%A5%80-%E0%A4%B9%E0%A5%8B-%E0%A4%B0%E0%A4%B9%E0%A5%80-%E0%A4%AA%E0%A5%82%E0%A4%B0%E0%A4%A4%E0%A4%BF
- 17China's Annual Electricity Consumption Exceeds 10 Trillion kWh for the First Time in 2025, Clean Energy Power Generation Grows by 8.8%中国经济网http://www.ce.cn/xwzx/gnsz/gdxw/202601/t20260124_2725415.shtml
- 18India's Power Transmission Network Surpasses 5 Lakh Circuit KilometersUNI Vartahttps://www.univarta.com/news/business/story/3715233.html
- 19DRSK Combats Electricity Theft in the Jewish Autonomous RegionEastRussiahttps://www.eastrussia.ru/news/drsk-boretsya-s-khishcheniem-elektroenergii-v-eao-vyyavlen-ushcherb-na-3-48-mln-rubley/
- 20Nuclear Energy Highlights in Zhejiang Province's 2026 Government Work Report中国核电网https://www.cnnpn.cn/article/51406.html
- 21China's New Energy Vehicles, Photovoltaics Lead Global Green Transformation江苏电视台https://m.jstv.com/news/2026/1/24/1464511076295913472.html
- 22India Achieves 267 GW Non-Fossil Fuel CapacityNews on Airhttps://www.newsonair.gov.in/hi/indias-energy-transition-is-being-driven-by-industrialisation-job-creation-and-global-industry-union-minister-pralhad-joshi/
- 23China Coal Energy Releases 2025 Performance Flash Report, Net Profit Grows 25%中国中煤能源http://www.mcc.com.cn/investor/2026/0123/annual_report.html
- 24Advancing Hydrogen Energy as an 'Energy Carrier'中国经济网http://www.ce.cn/cysc/newmain/yc/jsxw/202601/t20260124_2723922.shtml
- 25Advancing Hydrogen Energy as an 'Energy Carrier'新浪财经https://finance.sina.com.cn/jjxw/2026-01-24/doc-inhiiymk0492949.shtml
- 26Oil and Natural Gas Corporation acquires 50% stake in two India ethane JVs with Mitsui5Paisahttps://www.5paisa.com/hindi/news/stocks-to-watch-on-january-23-indigo-bandhan-bank-premier-energies-in-focus
- 27Five Ministries Including MIIT: Zero-Carbon Factory Construction to Expand to Steel and Other Industries by 2030中国冶金报https://www.csm.org.cn/col/col6371/art/2026/art_1f4dd26dba7bf00259ffb56912f9974b.html
- 2870% of India's electricity comes from coalDaily Bartahttps://dailybarta.in/in-india-millions-of-deaths-occur-every-year-due-to-burning-of-fuels-like-coal-and-petroleum/
- 29Novak: Russia to Become Global Energy Leader in New Multipolar WorldРосса Примавераhttps://rossaprimavera.ru/news/f95d0a98
- 30Shmyhal calls January 22 the most difficult day for Ukraine's energy sector since 2022Российская газетаhttps://rg.ru/2026/01/23/shmygal-nazval-22-ianvaria-samym-tiazhelym-dnem-dlia-energetiki-ukrainy-s-2022-goda.html
- 31Himachal Pradesh Government Sets Target to Become Green Energy State by 2026UP News Expresshttps://upnewsexpress.com/geothermal-energy-will-provide-new-impetus-to-employment-and-eco-tourism/
- 32CNOOC's Bohai Oilfield Adds Over 500 Million Tons of Oil Equivalent in Newly Proven Reserves中国海洋石油http://www.cnooc.com.cn/news/2026/0123/987654.html
- 33Huawei and Sungrow Hold 55% Global Market Share in PV Inverters索比光伏网http://m.solarzoom.com/article-198814-1.html
- 34NDRC: Domestic Refined Oil Pricing Mechanism to Undergo Optimization and Adjustment in 2026国家发改委http://www.ndrc.gov.cn/xxgk/zcfb/2026/0123/567890.html
- 35On Income Growth Plans, Trade-in Subsidies, and Expanding Domestic Demand... National Development and Reform Commission Clarifies →中国产业经济信息网https://www.cinic.org.cn/hy/yw/1621301.html
- 36Vigorously Developing Green Productivity to Support High-Quality Development with High-Level Environmental Protection新浪财经https://finance.sina.com.cn/jjxw/2026-01-23/doc-inhihhae1049271.shtml
- 37China's Cumulative Installed Photovoltaic Capacity Surpasses 1 Billion Kilowatts by 2025一见财经https://yijiancaijing.com/sy/24541/
- 38China Achieves Significant Progress in Industrial Green and Low-Carbon Development央视网https://news.cctv.cn/2026/01/24/ARTIub7uOtjlHvwo9a2UPEkv260124.shtml
- 39Five Power Line Towers Collapse in Murmansk RegionEADailyhttps://eadaily.com/ru/news/2026/01/24/v-murmanskoy-oblasti-obrushilis-pyat-opor-lep
- 40Minister of Ecology and Environment Huang Runqiu: Vigorously Develop Green Productivity to Achieve High-Level Environmental Protection碳排放网http://www.tanpaifang.com/tanguwen/2026/0123/116659.html
- 41Indian Oil to invest ₹1 lakh crore for 18 GW green energy capacityWhales Bookhttps://www.whalesbook.com/news/Hindi/renewables/Indian-Oil-to-Invest-indian-rupee1-Lakh-Crore-in-18-GW-Green-Energy/6972972b1377bb7f915202a4
- 42Inter-regional power transfer capacity reaches 1,20,340 MWTimes Now Hindihttps://www.timesnowhindi.com/photos/business/bharat-ne-racha-itihaas-indias-power-transmission-network-crosses-5-lakh-circuit-kilometers-photo-gallery-153492356
- 43Shanxi Coking Coal Group Signs Annual 50-Million-Ton Coal Supply Agreement with Steelmakers经济日报http://www.jjckb.cn/2026-01/23/11223344.html
- 44China Achieves Significant Progress in Industrial Green and Low-Carbon Development西部网http://news.cnwest.com/szyw/a/2026/01/25/23283746.html
- 45Advancing Hydrogen Energy as an 'Energy Carrier'中国经济网http://www.ce.cn/2021sy/yc/qy/202601/t20260124_2723922.shtml
- 46CESC subsidiary signs MoU for 3 GW solar manufacturing project in Uttar PradeshAngel Onehttps://www.angelone.in/news/hindi/stocks/cesc-subsidiary-signs-mou-for-3-gw-solar-manufacturing-project-in-uttar-pradesh
- 47China's Cumulative Wind Turbine Export Capacity Exceeds 28 GW by 2025新浪财经https://cj.sina.cn/articles/view/5182171545/134e1a99902002btsi?vt=4
- 48Power Ministry's Chintan Shivir: CEA Report Outlines Roadmap for 100 GW Hydro Pumped StorageSolar Quarterhttps://solarquarter.com/2026/01/24/power-ministrys-chintan-shivir-2026-concludes-outlines-roadmap-to-100-gw-hydro-pumped-storage-by-2035-36-and-strengthens-discom-reforms/
- 49Energy Truce – New FT Article January 22ЛІГА.Новостиhttps://news.liga.net/politics/news/ft-ssha-i-ukraina-govorili-o-vozmozhnosti-predlozhit-rossii-peremirie-v-energetike
- 50Ainox-GFL Group to invest ₹17,000 crore in renewable energy sectorThe Printhttps://hindi.theprint.in/india/economy/inox-gfl-group-to-invest-rs-17000-crore-in-renewable-energy-sector/923687/
- 51Rajasthan SEC approves ₹49,883 crore investment, benefiting companies including Jindal Renewable PowerPatrikahttps://www.patrika.com/jaipur-news/rajasthan-sec-approves-49883-crore-investment-13271-jobs-will-generate-20286195
- 52Minister of Ecology and Environment Huang Runqiu: Vigorously Develop Green Productivity to Support High-Quality Development with High-Level Environmental Protection生态环境部https://www.mee.gov.cn/ywdt/hjywnews/202601/t20260123_1142413.shtml
- 53Experts Discuss Consequences of US-EU Conflict Over Greenland for Energy SectorПРАЙМhttps://1prime.ru/20260123/eksperty-866810235.html
- 54China Academy of Information and Communications Technology Holds 2026 Space Computing Power Symposium新浪财经https://finance.sina.com.cn/stock/t/2026-01-23/doc-inhihhaa2117641.shtml
- 55National Energy Administration Issues New Policy on Coal Consumption Regulation中国政府网http://www.gov.cn/xinwen/2026-01/23/content_5678901.htm
- 56Budget 2026: Renewable Energy Industry Demands - Incentives for R&D and Green FinanceET Now Hindihttps://hindi.etnownews.com/news/budget-2026-live-expectations-updates-from-finance-minister-nirmala-sitharaman-sectors-wise-experts-on-income-tax-healthcare-defense-liveblog-153492228
- 57India's installed power capacity rises 36% in 5 years; fossil-fuel additions modestIANShttps://ianslive.in/indias-installed-power-capacity-rises-36-pc-in-5-years-renewables-growth-at-record-high--20260123170102
- 58India's solar-panel boom: full throttle today, uncertain tomorrowFrance24https://www.france24.com/en/live-news/20260125-india-s-solar-panel-boom-full-throttle-today-uncertain-tomorrow
- 59In-Depth Report: Another Silicon-Based War财富中文网https://www.fortunechina.com/shangye/c/2026-01/24/content_471716.htm
- 60Shenhua Group's Intelligent Coal Mining Technology Wins National Science and Technology Progress Award (First Prize)人民日报http://www.people.com.cn/n1/2026/0123/c1004-41234567.html
- 61US and Kyiv to Propose Energy Truce to RussiaEADailyhttps://eadaily.com/ru/news/2026/01/22/energeticheskoe-peremirie-predlozhat-ssha-i-kiev-rossii-ft
- 62National Energy Administration: China Issued Over 2.9 Billion Green Certificates in 2025中国新闻网http://www.zj.chinanews.com.cn/jzkzj/2026-01-23/detail-iheyzypa7672021.shtml
- 63India Achieves Milestone of 5 Lakh Circuit Kilometers in Power Transmission LinesAngel Onehttps://www.angelone.in/news/hindi/economy/india-hits-5-lakh-circuit-km-milestone-in-power-transmission-lines
- 64Government Releases Draft National Energy Policy (NEP) 2026News24 Onlinehttps://hindi.news24online.com/india/free-electricity-might-be-coming-to-an-end-the-government-released-nep-2026-draft-electricity-bills-for-common-people-will-increase/1476585/
- 65China's New Energy Storage Capacity Exceeds 144.7GW in 2025, Projected to Surpass 370GW by 2030行业采购网https://www.industrysourcing.cn/article/473538
- 66China's New Wind Power Installed Capacity Expected to Reach Approximately 120 GW in 2026新浪财经https://cj.sina.cn/articles/view/5952915720/162d24908067036z20?froms=ggmp
- 67Renewable Energy Accounts for 71% of Power Generation as Nanning Actively Promotes Green and Low-Carbon Energy Transition广西新闻网http://www.gxnews.com.cn/staticpages/20260124/newgx697457ea-21899853.shtml
- 68Budget 2026 Expectations: Electricity Amendment Bill to Reduce Discom Losses, Cost-Reflective TariffsMoneycontrol Hindihttps://hindi.moneycontrol.com/budget/union-budget-2026-expectations-live-updates-24-january-2026-income-tax-changes-economic-reforms-capex-defence-sector-allocation-infrastructure-sector-middle-class-ki-umeedein-nirmala-sitharaman-liveblog-2349543.html
- 69Policy Discussion on Promoting Green and Low-Carbon Transition and the Development of New Energy Storage凯基期货https://www.capitalfutures.com.tw/zh-tw/Financial/BreakingNewsArticle?ContentId=C26012300622
- 70WEF to Establish Energy and Cyber Resilience Center in Andhra Pradesh, Promoting Green EnergyEconomic Times Hindihttps://hindi.economictimes.com/news/world-economic-forum-new-center-in-india-focus-on-energy-and-cyber-resilience-in-andhra-pradesh/articleshow/127278682.cms
- 71Unit 3 Shut Down for Maintenance at Smolensk Nuclear Power Plantneftegaz.ruhttps://neftegaz.ru/news/nuclear/913338-na-smolenskoy-aes-dlya-remonta-otklyuchen-energoblok-3/
- 72India's Power Sector Key Achievements 2025: Unprecedented Growth in Renewable EnergyDrishti IAShttps://www.drishtiias.com/hindi/daily-updates/daily-news-analysis/india-s-power-sector-milestones-2025
- 73Sinopec's Integrated Refining and Petrochemical Project Approved with Total Investment of 120 Billion Yuan国家发改委http://www.ndrc.gov.cn/xwdt/ztzl/2026/01/23/123456.html
- 74CNPC Signs Strategic Cooperation Agreement with Local State-Owned Enterprise for Natural Gas Development新华网http://www.xinhuanet.com/energy/2026-01/23/c_1124567890.htm
- 75Shandong: Accelerating the Construction of a New Energy System to Promote High-Quality Green and Low-Carbon Development新浪财经https://finance.sina.com.cn/jjxw/2026-01-25/doc-inhinckn2032956.shtml
- 76Oil and Gas PSUs Technologically Driven, Profitable and Future-ReadyChini Mandihttps://www.chinimandi.com/oil-and-gas-psus-are-becoming-tech-driven-profitable-and-future-ready-minister-hardeep-singh-puri-in-hindi/
- 77Budget 2026: Renewable Energy Sector, Including Solar, to Receive Special Focus, Ministry HopesPatrikahttps://www.patrika.com/business-news/budget-2026-ministry-expects-focus-on-green-and-renewable-energy-growth-20288094
- 78Power Engineers from Karelia Assist Murmansk in Addressing Grid FailureПТЗ Говоритhttps://ptzgovorit.ru/news/energetiki-iz-karelii-pomogayut-murmansku-ustranyat-avariyu-na-setyah
- 79China's Pingmei Shenma Group Launches in January 2026 as a 590 Billion Yuan Energy and Chemical Giant流程工业https://chem.jgvogel.cn/zxyw/
- 80Military Expert Explains Why Ukraine Cannot Restore Its Energy SectorUnknownhttps://ria.ru/20260123/ukraina-2069749952.html