Japan

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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The 600 MW onshore wind farm in Laos achieves commercial operation four months early, injecting power into Vietnam via a 500 kV interconnection and consolidating an international financing package of $950mn.
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.

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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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 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. —

Germany and Japan accelerate hydrogen offtake contracts to secure supply

Hydrogen offtake agreements are multiplying, with Germany and Japan leading, mobilizing producers and industrial buyers in a still nascent but already highly competitive market.
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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.
General Atomics injects $20mn into Fusion Fuel Cycles, a joint venture between Canada and Japan, to develop a facility dedicated to the tritium fuel cycle, a central element for the industrial viability of nuclear fusion.

EdgeConneX develops 350MW data centre platform in Japan

EdgeConneX has acquired a second site in the Osaka region, bringing its total capacity to 350MW to support the growth of the Cloud and AI market in Japan.
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Facing unforeseen cost increases and a tightening regulatory environment, Mitsubishi Corporation is pulling out of three offshore wind projects, casting doubt on Japan's renewable energy ambitions.
Tokyo protests against Chinese installations deemed unilateral in a disputed maritime zone, despite a bilateral agreement stalled since 2010.

Data centres in Japan to drive 60% of electricity demand growth by 2034

With $28 billion in planned investments, hyperscaler expansion in Japan reshapes grid planning amid rising tensions between digital growth and infrastructure capacity.
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Sempra Infrastructure and ConocoPhillips signed a 20-year LNG sales agreement for 4 Mtpa, confirming their joint commitment to expanding the Port Arthur LNG liquefaction terminal in Texas.
Canadian Solar reported a gross margin of 29.8% in Q2 2025, exceeding expectations despite a net loss, amid delayed project sales and asset impairments.
Japanese refiners, dependent on Gulf crude for 96.6% of imports, are struggling to diversify supply sources as increased OPEC+ output makes Persian Gulf barrels more competitive compared to US crude.
Copenhagen Infrastructure Partners’ CI V fund has signed an agreement to divest 10% of its offshore wind project Fengmiao I to Mitsui O.S.K. Lines, with commissioning expected by the end of 2027.

Saudi Arabia offers titanium and aluminium to France to strengthen its industry

During a visit to France, the Saudi Minister of Industry presented the kingdom's titanium and aluminium as levers to reach agreements with French manufacturers and support the country’s industrial diversification.
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Taiwanese company HD Renewable Energy won five energy storage projects totalling 300MW during Japan’s long-term decarbonisation power source auction.
Crude prices gained momentum after a drop triggered by OPEC+, supported by strong gasoline demand in the United States ahead of the summer season.

ADNOC Gas exceeds expectations with $1.27bn net profit in first quarter

Emirati producer ADNOC Gas recorded a 7% increase in net profit in Q1 2025, driven by sustained domestic demand and efficient operational management.
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US-based Commonwealth LNG has secured a 20-year supply agreement for 1 million tonnes of LNG per year with a major Asian company, reinforcing the development of its Louisiana terminal.
Indonesia and Japan are strengthening their energy partnership through several strategic projects, notably within the JETP and AZEC initiatives, aiming to sustainably structure Indonesia’s energy mix and support its infrastructure.

Natural gas demand in Southeast Asia to surpass oil and coal by 2050

Driven by economic growth and renewable energy limitations, natural gas consumption in Southeast Asia is expected to nearly double by 2050, according to Wood Mackenzie.
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The US announcement of tariffs exceeding 3,500% on Southeast Asian solar panels is pushing manufacturers to shift focus toward high-potential regional markets.
Facing a U.S. import ban and a sharp sales decline, Maxeon Solar Technologies is now focusing its efforts on the American market.

JERA and Saibu Gas join forces to optimise the operation of the Hibiki LNG terminal

JERA and Saibu Gas have reached an agreement to jointly use the Hibiki LNG terminal to secure liquefied natural gas supply and support their global business development.
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Japanese operator Tepco has completed the extraction of a second radioactive debris sample from the damaged Fukushima reactor, a critical technical step in a decommissioning project set to span several decades.
The United States plans to impose heavy tariffs on solar panels from four Asian countries, citing transnational subsidies supported by China.

Mainstream sells 675 MW of wind and solar projects to Celsia in Colombia

Mainstream Renewable Power sold its entire Colombian portfolio to Celsia, marking its exit from the country to focus operations on three strategic markets.
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Malaysia LNG is progressively resuming operations following an unexpected shutdown of key modules at Bintulu due to a boiler malfunction, raising questions about the impacts on Asian and international liquefied natural gas markets.
Xavier Huillard departs from Vinci’s executive leadership after two decades of major transformations, handing over to Pierre Anjolras following Thursday’s general assembly.

Ethiopian Prime Minister visits TOYO solar site in Vietnam to support African expansion

The Ethiopian Prime Minister’s visit to TOYO’s factory in Vietnam signals a new phase in energy cooperation with the Japanese group, focusing on industrial expansion in Ethiopia.
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The green hydrogen industry is expected to grow at an average annual rate of 45.6% through 2032, driven by industrial demand, hydrogen mobility, and public decarbonisation policies.
ACEN Australia has raised EUR 456 mn to support its renewable energy projects in Australia, backed by 11 local and international financial institutions.