2025 Projects

🔋 CM ENERGY INSIGHT: 2025 PROJECTS

⚡ MARKET SNAPSHOT: MAJOR DEVELOPMENTS JANUARY-SEPTEMBER 2025

🎯 KEY HIGHLIGHTS:

• €992 million EU hydrogen funding announced for 15 major projects across Europe

• Poland becomes first in Europe to announce SMR deployment with BWRX-300 reactor

• Solar overtakes coal for first time in EU electricity generation

• Battery storage market projected for record 29.7 GWh additions in 2025

• Offshore wind capacity reaches 21.2 GW across EU

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🌍 CHANGING EUROPEAN ENERGY LANDSCAPE - 2025 UPDATE

Relative Stability Maintained

The European energy market has achieved greater stability throughout 2025, building on foundations established in 2024. Power prices have continued to stabilize, supported by robust nuclear production recovery and unprecedented renewable energy deployment. The continent has successfully navigated through the post-crisis period, establishing a new equilibrium in energy markets.

🚀 Accelerated Renewable Transition

Europe has made remarkable strides in renewable energy deployment in 2025:

• Solar capacity reached a cumulative 402 GW by end of 2025, exceeding the REPowerEU target of 400 GW

• Wind installations added 6.8 GW in H1 2025 alone, with 89% being onshore wind

• Renewable energy now accounts for nearly 47% of EU electricity generation, up from 34% in 2019

🔐 Enhanced Energy Security Focus

The commitment to energy security has intensified in 2025, with strategic initiatives including:

• Launch of the European Hydrogen Bank's third auction (end 2025) with €1 billion budget

• Development of 50,165 km of hydrogen-capable pipelines across Europe

• Strengthened grid infrastructure to support renewable integration

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🚨 MAJOR ANNOUNCEMENTS: JANUARY-SEPTEMBER 2025

💚 HYDROGEN BREAKTHROUGH

🎯 European Hydrogen Bank Success:

• Second auction results: €992 million awarded to 15 projects across 5 EU countries

• Production target: 2.2 million tonnes of renewable hydrogen over 10 years

• CO₂ savings: Over 15 million tonnes avoided

• Third auction scheduled for end 2025 with €1 billion budget

📍 Major Projects:

• Spain leads with 8 awarded projects

• Germany and Netherlands secure largest capacity projects

• Project Anker (Germany): 800MW electrolysis capacity targeting 80,000 tonnes annually

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⚛️ SMALL MODULAR REACTORS (SMR) MILESTONE

🇵🇱 Poland's Historic Achievement:

• Orlen-Synthos partnership announced for Europe's first BWRX-300 SMR

• Location: Włocławek, central Poland

• Backing: Up to $4 billion US government support

• Timeline: Operational by early 2030s

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🇷🇴 Romania's Progress:

• €5.5 billion investment confirmed for 462MW SMR plant

• Target: Final Investment Decision by 2025

• Strategic importance: First commercial SMR in Europe

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🌊 OFFSHORE WIND EXPANSION

🇫🇷 France's Floating Wind Breakthrough:

• EU approves €11 billion plan for 1.5 GW floating offshore wind farms

• Provence Grand Large - Europe's first floating offshore wind farm fully commissioned (25 MW)

• Technology advancement: Opening deeper waters for wind development

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🇬🇧 UK Grid Reforms:

• Major grid infrastructure reforms approved to unlock 750 GW of queued clean energy projects

• Enhanced certainty for renewable energy investors as we move into 2026

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🔋 BATTERY STORAGE SURGE

Black and white icon symbolizing grid energy storage with two battery cells 

📊 Market Growth:

• 2025 projections: 29.7 GWh new installations (+36% vs 2024)

• Market shift: Large-scale storage systems becoming dominant (69% by 2029)

• Europe's largest battery site: Zenobe's Blackhillock (Scotland) - 200 MW/400 MWh Phase 1

🏛️ Policy Developments:

• SolarPower Europe launches Battery Storage Europe Platform (July 2025)

• Call for action: Tenfold increase in battery storage by 2030

• Romania abolishes double taxation on battery storage (July 2025)

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📈 MARKET PERFORMANCE INDICATORS - 2025

Solar Energy 🌞

• Installation decline: -1.4% growth in 2025 (first negative growth since 2015)

• Capacity milestone: 64.2 GW installed, reaching 402 GW total

• Market challenges: Residential segment decline due to reduced incentives

• Bright spot: Utility-scale solar remains resilient with storage integration

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Wind Energy 🌪️

• H1 2025 installations: 6.8 GW across Europe

• EU27 contribution: 5.3 GW of total installations

• Future outlook: 22 GW annual installations needed through 2030

• Investment momentum: €34 billion in Final Investment Decisions (H1 2025)

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Battery Storage 🔋

• 2024 performance: 21.9 GWh installed (+15% growth)

• 2025 acceleration: 29.7 GWh projected (+36% growth)

• Technology shift: Large-scale systems driving growth

• Future targets: 400-780 GWh needed by 2030

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🔮 LOOKING FORWARD: EXPECTED DEVELOPMENTS OCTOBER 2025 - MARCH 2026

📅 Q4 2025 Milestones

🇪🇺 Policy & Regulation:

• European Hydrogen Bank Third Auction launch (December 2025) - €1 billion budget

• EU Energy Security Framework consultation results (October 2025)

• Battery Regulation implementation - new recycling efficiency rules activation

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💼 Commercial Developments:

• Grant agreements signing for €992 million hydrogen projects (September-October 2025)

• SMR Alliance Strategic Action Plan implementation begins

• Floating wind auction announcements expected in multiple EU markets

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🎯 Q1 2026 Projections

⚛️ Nuclear Sector:

• Romania SMR Final Investment Decision anticipated

• Czech Republic SMR roadmap finalization expected

• UK-US nuclear cooperation expansion under new agreements

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🔋 Storage & Grid:

• Large-scale battery projects FID announcements

• Grid flexibility services market expansion

• Vehicle-to-Grid (V2G) pilot deployments across major EU markets

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🌱 Renewable Integration:

• Hybrid projects (solar+wind+storage) auction results

• Green hydrogen offtake agreements for industrial decarbonization

• Power Purchase Agreement (PPA) market recovery expected