Australia

Kazakhstan has signed an agreement with Nukem Technologies Engineering Services GmbH to benefit from German expertise in nuclear decommissioning and radioactive waste management.
Japanese giant JERA has signed a letter of intent to purchase one million tonnes of LNG per year from Alaska, as part of a strategic energy agreement with the United States.

BlackRock and partners target $10.3 billion for Aramco gas deal financing

A consortium led by BlackRock is in talks to raise up to $10.3 billion to finance a gas infrastructure deal with Aramco, including a dual-tranche loan structure and potential sukuk issuance.
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Over 500 hydrogen projects are now under construction or operational worldwide, with total committed investments reaching USD110 billion, representing an increase of USD35 billion in one year.
The Voskhod and Zarya vessels, targeted by Western sanctions, departed China’s Beihai terminal after potentially offloading liquefied natural gas from the Arctic LNG 2 project.

Washington lowers import duties and opens the door to $550 billion Japanese investments

The United States cuts tariffs on Japanese imports to 15%, while Tokyo launches a massive investment plan targeting American energy, industry, and agriculture.
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Underreported methane emissions from Australian mines could increase steelmakers’ carbon footprint by up to 15%, according to new analysis highlighting major gaps in global supply chains.
Hitachi Energy commits $457mn to build a transformer factory in Virginia, part of a $1bn plan to support electrical interconnection in the US amid rising demand from artificial intelligence infrastructure.

Toyota invests €680mn to produce its first electric vehicle in Europe

Toyota launches production of its first electric vehicle in Europe at its Kolin plant in the Czech Republic, supported by a €680mn investment, including €64mn in public funding.
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A prudent limit of 1,460 GtCO2 for geologic storage reshapes the split between industrial abatement and net removals, with oil-scale injection needs and an onshore/offshore distribution that will define logistics, costs and liabilities.
With an AUD$3 billion investment, ACEN launches one of Tasmania’s largest private projects, aiming for commissioning in 2030 and annual supply for 500,000 households.

Green Wind Renewables launches 450 MW wind project in Western Australia

Green Wind Renewables is developing a 450 MW wind farm in the Wheatbelt region of Australia, with up to 75 turbines and an estimated annual output of 1.5 TWh.
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The Kuwaiti government has invited three international consortia to submit bids for the first phase of the Al Khairan project, combining power generation and desalination.
Australian Oilseeds Holdings was granted a deadline extension until 30 September to comply with the Nasdaq’s equity requirements, avoiding immediate delisting from the exchange.

United States clears Rio Grande and Commonwealth LNG toward final decisions

U.S. regulators have approved two major milestones for Rio Grande LNG and Commonwealth LNG, clarifying their investment decision timelines and reinforcing the country’s role in expanding global liquefaction capacity.
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Piedmont Lithium has completed its merger with Sayona Mining, giving birth to Elevra Lithium, a new mining group focused on hard-rock lithium with an expanded presence in North America and Australia.
A cooperation agreement, a bilateral carbon-credit mechanism and converging standards lay the ground for India→Japan hydrogen and ammonia flows, with volume targets, price-support schemes and first export projects scaling up.

Hokkaido Gas readies 2027: LNG tender and volumes

Hokkaido Gas is adjusting its liquefied natural gas procurement strategy with a multi-year tender and a long-term agreement, leveraging Ishikari’s capacity and price references used in the Asian market. —
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Hydrogen offtake agreements are multiplying, with Germany and Japan leading, mobilizing producers and industrial buyers in a still nascent but already highly competitive market.
Commonwealth Fusion Systems raised $863mn in an oversubscribed round to finalise SPARC and accelerate construction of its ARC fusion plant in Virginia, strengthening its position in the global fusion energy sector.
East Timor and Australia plan to sign an agreement by November on the development of the Greater Sunrise gas field, a strategic and economic issue for both countries.
Ingeteam will supply the technology to produce 11,000 tonnes of green hydrogen per year at BP's Lingen refinery, marking a milestone in the sector.

India-UAE agreement to increase crude oil storage capacity

India and the United Arab Emirates explore new opportunities to increase strategic crude oil storage and enter into a production concession agreement to strengthen their energy cooperation.
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CEZ, the Czech energy group, will choose a partner by the end of the year to install up to ten modular nuclear reactors (SMRs), reinforcing its energy diversification strategy.
Despite international reduction commitments, methane emissions are rising at a record pace, posing major risks for global climate and energy policies.

Abu Dhabi launches 5 GW of gas-fired power plant projects to support AI

Abu Dhabi is developing 5,000 MW of new gas-fired power plants to boost its energy capacity and support the UAE's national artificial intelligence strategy.
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The launch of the Omaezakikou biomass power plant, affiliated to RENOVA, has been pushed back to March 2025. Technical adjustments extend the timetable and affect financial forecasts.
Tepco initiates a new attempt to remove radioactive debris from Fukushima, a major step in the complex process of dismantling the nuclear power plant, more than ten years after the 2011 accident.

Japan: The Government supports the revival of Tepco’s nuclear power plant

Japan adopts measures to facilitate the restart of Tepco's Kashiwazaki-Kariwa nuclear power plant, strengthening safety and governance to secure the necessary local support.
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Asian refiners are experiencing their lowest margins since 2020, due to oversupply and falling demand for diesel and gasoline.
BMW has announced mass production of its first hydrogen-powered car for 2028, in collaboration with Toyota, despite the infrastructure and cost challenges associated with this niche technology.

Sovcomflot maintains its share of Russian non-G7 oil exports at 80%.

Despite Western sanctions, Sovcomflot retains a significant share of Russia's non-G7 crude oil exports, exceeding 80% in August. New U.S. sanctions increase pressure to reduce Russian revenues.
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The United States is stepping up its pressure on Russia's Arctic LNG 2 project by imposing new sanctions against companies and vessels involved, further complicating Moscow's liquefied gas export capabilities.
Tohoku Electric Power begins loading nuclear fuel at Onagawa 2, after a decade of modernization to comply with Japan's new safety requirements.

Brent crude falls to a 9-month record low: Markets in a state of uncertainty

Brent crude prices fell sharply on expectations of a rapid resumption of Libyan exports and possible adjustments to OPEC+ production cuts.
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Eurus Energy begins rebuilding the Odanosawa wind farms with 4.3 MW Siemens Gamesa turbines, aiming for commissioning in 2027 to optimize energy production.
Tsuchiyu Onsen, a Japanese region renowned for its hot springs, is implementing a strategy to integrate geothermal production into its tourism sector, illustrating a local energy management model.

Premium energy basins seek to reduce emissions

According to Rystad Energy, demand for hydrocarbons will remain high. Premium energy basins such as Rub Al Khali and Gulf Deepwater are identified as strategic targets for maintaining production while reducing CO2 emissions.
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BloombergNEF forecasts 592 GW of solar installations by 2024, marking 33% growth. However, overcapacity and low prices are creating pressure on the supply chain.
Helical Fusion aims to develop a stable nuclear fusion reactor by 2034, marking an important step towards emission-free energy production and reinforcing Japan's energy strategy.