Energy & Renewables Dealmaking: TotalEnergies is buying Shell’s entire European onshore renewables business, adding about 4 GW of solar, wind and battery storage assets (including a 500 MW operating/under-construction portfolio mainly in Italy and the Netherlands, plus a 3.5 GW pipeline across Italy, the UK and Spain), with closing expected by end-2026. Capital Markets: In parallel, TotalEnergies will sell a 50% stake in a 1.2 GW onshore renewables portfolio to KKR in a deal valuing the assets at €1.8bn, while TotalEnergies keeps operating control. Dutch Water & Industry Impact: Drought is forcing hard measures in the The Hague–Rotterdam region, with canal locks closing and expanded bans on extracting water from ditches, streams and canals—hitting greenhouse horticulture, agriculture, nature groups and even residents irrigating gardens. Logistics Real Estate: Clarion Partners Europe bought two fully let North Brabant warehouses (Eindhoven and Tilburg) for €50m, betting on a tight distribution market. Food Processing Tech (DTS): Dutch TecSource (DTS) teamed with MTS Foods as commercial partner for auger-based thermal processing systems across India, Sri Lanka and Bangladesh. AI & Semiconductors: China’s CXMT plans a second Beijing DRAM plant as it seeks more funding after its blockbuster IPO, underscoring the memory race.