China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even as downstream buyers resist higher prices.

Tun Green Power partnered with Foxconn, Billion Watts, NoonSpare Energy Technology, and Rich Electric to develop behind-the-meter energy storage systems (ESS) using Taiwan-made lithium battery cells. The companies signed a cooperation agreement in Taiwan on October 12, 2026, targeting mass production and deliveries in the first half of 2027, with a deployment goal of 100 megawatt-hours (MWh) as corporate customers seek more options for localized storage equipment.

As geothermal energy prepares to enter Taiwan's semiconductor renewable electricity market, the most immediate question is how much each kilowatt-hour (kWh) will cost compared with solar, wind, and conventional power generation.

Taiwan has relaxed its IFRS sustainability disclosure rules for listed and OTC companies, shrinking the number of firms required to fully comply from an originally planned 1,970 to 560. Environment Minister Peng Chi-ming said more than 70%, or about 1,410 companies, will switch to voluntary disclosure instead.

As the demand for green energy surges in parallel with order volumes and production capacity, scheduling for energy storage systems has become a critical technology to solve the problem of excess power for major tech firms, according to Kelsey Kuan, general manager of HD Renewable Energy subsidiary Star Trade. In an interview with DIGITIMES, Kuan also highlighted the rising technological barriers for electricity sellers, as the business now requires AI forecasting, transfer matching, energy storage, and integrated renewable-energy capabilities.

As in-orbit AI computing, Earth observation, and defense missions expand rapidly, satellites are demanding more power, turning energy supply into an emerging challenge for the growing space economy.

Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and cloud computing continue to drive higher electricity demand, prompting hyperscale tech companies to secure long-term, zero-emission power.

Tighter green supply-chain requirements are driving demand for energy investment and infrastructure, while companies also face the challenge of matching power generation and consumption needs with operating costs and net-zero goals. Although global venture capital markets have entered a correction in recent years and climate tech investment growth has slowed, industry players say sustainability remains a long-term business trend, despite short-term swings, such as geopolitics delaying net-zero timelines.

Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's abundant renewable energy resources could create opportunities across the supply chain, including green steel, ammonia, and hydrogen.

Taiwan energy management startup NextDrive said that it has secured the No. 1 market share in Japan's home energy management system (HEMS) segment and has received key support from the Tokyo Stock Exchange for three straight years, adding momentum to its Japan IPO plans.

General Motors (GM) has started trial runs at a new battery cell line in Warren, Michigan, moving into the validation stage of its next-generation mass production plan. The line at the Battery Cell Development Center (BCDC) is being built with main process equipment sourced from South Korean suppliers.