From Targets to Technology: How Real Estate Finds a Credible Path to Net Zero
Japan leads the world in the number of companies with SBTi‑approved targets — yet fewer than 5% have committed to…
Storage Parity as the New Baseline: Meeting AI-Driven Power Demand in the 2030s
The rapid proliferation of AI is driving a dramatic surge in data center (DC) power consumption. Japan’s data center electricity…
Japan’s Nuclear Comeback: From Fukushima’s Shadow to a 20% Target
Fifteen years on, Japan has 15 reactors running again, TEPCO’s first unit back online since 2011, and its first new-build…
Asahi Kasei: Hydrogen Strategy and Valuation Gap
Asahi Kasei (3407) is building a strong early position in the green hydrogen market by leveraging its electrolysis technology, scaling…