On the morning of October 28, 2025, Japanese Prime Minister Sanae Takaichi and US President Donald Trump signed two important agreements during their meeting at the Akasaka Palace in Tokyo. According to Nikkei and Jiji Press, given the deteriorating security environment in East Asia, both leaders agreed that the Japan-US alliance should be strengthened.
Driven by global net-zero ambitions and the rapid rise of AI computing, electricity has evolved from basic infrastructure into a strategic resource shaping national competitiveness in high-tech industries. As a critical hub of the global semiconductor supply chain, Taiwan now faces an unprecedented "power siege."
On October 26, US President Donald Trump attended the ASEAN Summit in Kuala Lumpur, Malaysia, where the US and Malaysia signed a trade agreement and a memorandum of understanding (MOU) on critical mineral supply cooperation.
As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium batteries and rare-earth materials. This move has jolted global clean-energy supply chains and forced industries worldwide to prepare for another round of structural reshuffling.
Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November 2025. The company is rapidly expanding its fleet to capture strong growth opportunities in AI-fueled undersea communication cable demand.
China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected a "technological iron curtain" around the global electric vehicle and energy storage industries. The new restrictions cover everything from advanced cathode materials and electrolytes to key manufacturing equipment, placing strict limits on what can leave the country.
As China's demand for greener, more efficient compute infrastructure surges, Shanghai-based DaMaoAI has become one of the country's standout innovators in "AI for Energy." The firm recently raised nearly CNY100 million (US$13.8 million) in an A+ round of funding from CATL Capital, the venture arm of battery leader CATL.
The standoff between China and the US continues, escalating global geopolitical risks and fueling stronger demand for military resources across nations. Nam Liong Global has been actively investing in the research and development of technologies for military equipment and safety protection systems, covering products such as bulletproof gear and emergency medical rescue items.
Advancing RE100 commitments has become a critical goal for the global tech industry, but South Korean companies face complex processes and steep costs in power purchase agreements (PPAs), pushing many toward simpler green premium schemes with limited carbon reductions. Industry and academia are now looking to Taiwan's offshore wind auction strategy as a successful model that reduces corporate procurement pressure.
Taiwan's low-carbon energy solution provider United Renewable Energy (URE) announced on October 20 a new senior management structure, initiating an upgraded corporate governance and operational transformation phase. The changes aim to enhance the company's agility and innovation in decision-making amid intense market competition.
China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens its grip on resources essential to electric vehicles, defense equipment, and advanced technologies.
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