Weekly curation of Japan's climate, energy transition, and clean tech developments — in English, for global readers.
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Japan and the US target rare earths 6,000 meters below the Pacific, Asia's energy map has quietly redrawn since the Hormuz crisis, and a ¥2 trillion AI data center heads to Akita. Ten stories.
This week: South Korea quits ammonia co-firing — leaving Japan alone — nuclear plans hit a worker shortage, and a Tufts dean calls Japan's oil policy a mistake. Ten stories.
My thoughts are with those affected by the Kumamoto earthquake. My sister publication Climate Curation is now on Substack. This week: a deadly quake, a stalled US nuclear deal, Asia turning from LNG.
Japan sizzles as power prices hit a 3.5-year high — record heat, a weak yen, and surging LNG costs delivering a triple blow. Rokkasho faces its 28th delay and JERA eyes a US listing. Ten stories. 🥵
SoftBank's Son forecasts $5 trillion in AI and 3 terawatts of power by 2040, as utilities race to build 30 new substations. China's EVs storm Japan's showrooms as power prices surge 64%. Ten stories.
BP weighs exiting Japan offshore wind, rare earths hit factory floors, and Rokkasho faces its 28th delay. Japan-US-Korea sign an SMR pact at NATO as LNG prices surge 70%. Ten stories. 🙂
Japan orders an energy overhaul by August, Equinor walks away from offshore wind after eight years, and China's battery makers hit a security wall. JERA pushes ammonia co-firing to a world-record 60%
SoftBank bids for TEPCO, Blackstone commits $30 billion to Japan AI, and JERA takes its gas plants to America. Takaichi's $2.3 trillion growth plan meets market doubt. Ten stories. 🙂
Japan bets $62 billion on US nuclear, trading houses quietly soften climate targets, and spent fuel storage hits 80% capacity. Ten stories. 🙂
Japan locked in a 20-year Malaysia LNG deal, 9,500 supply shortage reports hit the government, and the world is turning inward on energy. Ten stories. 🙂
