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The EU opened its call for AI Gigafactories on 30 July — up to seven flagship facilities across the bloc, each pairing frontier compute with an energy-efficient data centre. https://www.eurohpc-ju.europa.eu/eurohpc-joint-undertaking-launches-ai-gigafactories-call-2026-07-30_en Applications close in November, and the site-selection variable that keeps coming up isn’t installed capacity — it’s how fast a location can deliver large additional…

EWEC and Masdar just signed a Collaboration Framework Agreement designed to streamline utility-scale renewable projects in the UAE from early-stage development through to financial close. https://renews.biz/111404/ewec-masdar-sign-renewable-framework-deal/ That’s a Gulf utility formalising, at scale, something advisors and developers have been doing deal-by-deal for years: structuring how a project moves from origination to bankability without losing time…

DNV has just advised Galp on the technical due diligence behind a 351 MW acquisition of 17 operating Spanish onshore wind farms from Helia Funds. https://renews.biz/111233/windeurope-2026-dnv-advises-galp-on-351mw-deal/ Seventeen sites, each under different contractual and regulatory frameworks, assessed within a compressed timeline: site inspections, energy yield reviews, turbine technology evaluations, remaining useful lifetime analyses, permitting checks, and…

Repowering in Spain just stopped being a simple turbine swap. https://elperiodicodelaenergia.com/la-repotenciacion-renovable-deja-de-ser-una-simple-sustitucion-potencia-almacenamiento-y-conexion-entran-en-juego/ MITECO’s Repoten 2 programme has just allocated €612 million to 173 wind repowering and hydro modernisation projects in Spain — over 3.5 GW of renewed capacity, mobilising close to €3.75 billion in investment. More than half of the wind projects will add hybridised storage,…

Portugal’s regulator ERSE has put a new cost-allocation directive out for consultation: producers will finance roughly 35% of the €137 million social tariff bill for 2026, at 0.283 €/(kVA.month), retailers the remaining 65%. https://www.erse.pt/comunicacao/destaques/erse-coloca-em-consulta-publica-a-reparticao-do-financiamento-dos-custos-com-a-tarifa-social-de-eletricidade-de-2026/ It’s a small line item on its own. But it’s exactly the kind of change that a Project Development Services Agreement…

Portugal has reaffirmed plans for a dedicated 750 MVA battery storage auction, as part of a new capacity market open to batteries, power plants and flexible demand. https://www.pv-magazine.com/2026/06/18/portugal-plans-capacity-market-with-dedicated-battery-storage-auction/ The plan draws on the RMSA-E security-of-supply report jointly prepared by DGEG, REN and ERSE — official confirmation that storage is now core infrastructure, not an add-on….

Brussels just opened the tender for up to seven AI “Gigafactories.” https://digital-strategy.ec.europa.eu/en/news/eu-launches-ai-gigafactories-call-boost-europes-computing-capacity-and-unlock-more-eu30-billion Up to €10bn in EU and national funding. At least €20bn in private investment expected to follow. Call closes 12 November 2026. Read past the compute headlines and the real constraint is power. Gigawatt-scale data infrastructure needs firm, clean, dispatchable capacity on a…

Europe’s largest operational battery just switched on: the 500 MW/1 GWh Coalburn 1 in Scotland, developed by Copenhagen Infrastructure Partners. https://www.pv-magazine.com/2026/08/12/europes-largest-battery-comes-online-in-scotland/ One project, but it’s a marker of where the whole sector is heading. Europe posted a record 129 TWh of solar output in Q2 2026, and Spain alone logged close to 600 negative-price hours…

Brookfield and La Caisse just completed the take-private of Boralex — one of Canada’s oldest independent renewable platforms, delisting from Toronto next week. https://www.renews.biz/other-news/brookfield-la-caisse-complete-boralex-acquisition/ It’s the latest signal of a consolidation wave running through renewables: large infrastructure capital buying scale and platform capability outright, rather than building it project by project. We see the same…

pv magazine’s July review of last year’s Iberian blackout has a blunt diagnosis: the system that left 60 million people without power lacked the storage to absorb the shock. https://www.pv-magazine.com/2026/07/24/the-iberian-bess-paradox/ A year on, storage is still the industry’s unresolved question — not because the case for it is unclear, but because the route to build…