J&V Energy Technology's subsidiary Greenet, Taiwan's leading green electricity retailer, officially launched a 20-year green power wheeling agreement with telecommunications giant Chunghwa Telecom (CHT) on December 5, 2025. The deal runs from 2027 to 2047, with a total volume of 4.6 billion kilowatt-hours (kWh), marking CHT's largest green energy partnership to date and establishing a benchmark for net-zero transformation in Taiwan's ICT industry.
Taiwan's escalating electricity supply challenges have sparked a sharp rise in demand for home energy storage solutions, with orders for Tesla's Powerwall reportedly tripling in 2025. Consumers and businesses alike are turning to residential battery systems as grid instability and outages increasingly disrupt daily life and operations.
Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade.
Taiwan's carbon fee system will officially launch in 2026, requiring companies with annual emissions exceeding 25,000 tonnes to start paying fees based on 2025 emission data. Regulatory details are nearly finalized, with only the "high carbon leakage risk" business review criteria still pending and expected by year-end.
Denmark's state-owned power and gas operator Energinet has revised its green energy connection review process, aiming to improve the integration of green energy into its power grid and address grid bottlenecks. The company has recently shifted from a first-come-first-served queue system to an evaluation based on project readiness.
Taiwan's semiconductor industry's rush to secure green electricity has created market distortions that threaten the competitiveness of traditional industries, forcing companies like TCC Group Holdings to shoulder hidden carbon costs while chipmakers dominate renewable energy access.
Facing rapid growth in renewable energy, increased grid dispatch pressures, and decarbonization demands from hard-to-electrify industries like refining and petrochemicals, South Korea is combining existing nuclear power plants with water electrolysis technology to achieve a low-carbon, stable, and large-scale hydrogen supply. Korea Hydro & Nuclear Power (KHNP) has moved beyond basic research and, with government support, has begun verification projects.
Taiwan Cement (TCC) has begun to see results from its expansion through acquisitions in Europe and Africa, with the company now holding a 50% market share in Portugal and accumulating more than 2 million tons of carbon credits. Although the EU has postponed the implementation of the Carbon Border Adjustment Mechanism (CBAM) to 2027, TCC chairman An-ping Chang has stressed that corporations need to prepare beforehand to comply with future regulations.
Hydrogen power is expected to play a pivotal role in South Korea's smart grid as the country unveils its updated Nationally Determined Contribution (NDC) carbon reduction targets for 2035. Yet with resources and investments lagging behind other leading competitors, South Korea will need to reassess the role of hydrogen energy in sectors spanning power generation and transportation to heavy industry, if the country aims to see tangible results from advancing hydrogen power.
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite export restrictions have once again emphasized the importance of localized supply chains.
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