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Geopolitical Risks and Markets: The Barometer That Won’t Fall Demand Decides: Rare Earths and the Architecture of the Energy Transition The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire China’s Quiet Rise in the Hydrogen Economy
Data

Geopolitical Risks and Markets: The Barometer That Won’t Fall

2026年6月16日 S1DR
Data

Demand Decides: Rare Earths and the Architecture of the Energy Transition

2026年6月16日 S1DR
Data

The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo

2026年6月15日 S1DR
Data

The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire

2026年6月11日 S1DR
Data

China’s Quiet Rise in the Hydrogen Economy

2026年6月11日 S1DR
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Geopolitical Risks and Markets: The Barometer That Won’t Fall
Data
Geopolitical Risks and Markets: The Barometer That Won’t Fall
Demand Decides: Rare Earths and the Architecture of the Energy Transition
Data
Demand Decides: Rare Earths and the Architecture of the Energy Transition
The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo
Data
The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo
The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire
Data
The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire
Strategic Investment to Strengthen Power Capacity and Supply Chain Resilience through U.S.–Japan Cooperation
Insight
Strategic Investment to Strengthen Power Capacity and Supply Chain Resilience through U.S.–Japan Cooperation
Geopolitical Risks and Markets: The Barometer That Won’t Fall
Data
Geopolitical Risks and Markets: The Barometer That Won’t Fall
Japan’s Nuclear Comeback: From Fukushima’s Shadow to a 20% Target
Data
Japan’s Nuclear Comeback: From Fukushima’s Shadow to a 20% Target
Storing Hydrogen at Scale: The Missing Link in the Hydrogen Supply Chain
Insight
Storing Hydrogen at Scale: The Missing Link in the Hydrogen Supply Chain
Geopolitical Risks and Markets: The Barometer That Won’t Fall
Data
Geopolitical Risks and Markets: The Barometer That Won’t Fall
Demand Decides: Rare Earths and the Architecture of the Energy Transition
Data
Demand Decides: Rare Earths and the Architecture of the Energy Transition
The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo
Data
The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo
The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire
Data
The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire
Sustainability

Decarbonizing Japan’s Homes: The Regional Concentration Problem

Photo by David Emrich on Unsplash Three districts account for more than 60% of residential CO₂ output — and the…

2026年4月20日 S1DR
News

【Week of April 13th, 2026】Market Roundup: Hydrogen, Perovskite and Technological Breakthroughs

Hydrogen China Ships World’s First Pre-Charged Solid-State Hydrogen Storage Unit to Malaysia Hydrogen · Supply Chain On March 13, a…

2026年4月19日 S1DR
News

Iran’s Hormuz Chokehold: The Economics of a Counter-Blockade

The map above was recreated by the author based on the Fox News article “US-Iran nuclear talks resume as both…

2026年4月17日 S1DR
Insight

Japan’s Industrial Emitters Under the GX-ETS Microscope

This map shows power plants, steel mills, and chemical complexes in Japan that each emit more than 100,000 tonnes of…

2026年4月17日 S1DR
Insight

Japan’s GHG Reduction Trajectory: Progress Made, Steep Climb Ahead

Photo by Su San Lee on Unsplash An analysis of Japan’s greenhouse gas emissions from 2013 to 2040 in light…

2026年4月14日 S1DR
Insight

A World of Diverging Emissions: 2015–2025

Photo by Chris LeBoutillier on Unsplash Climate TRACE country inventory data reveals a decade-long split — rising emitters in the…

2026年4月13日 S1DR
News

【Week of April 6th, 2026】Market Roundup: Hydrogen, Perovskite and Technological Breakthroughs

Energy markets headed into the week under heightened geopolitical pressure — oil-supply disruptions tied to the Iran conflict pushed prices…

2026年4月12日 S1DR
Insight

JERA Locks In 492,000 Tons of Blue Ammonia Under Japan’s CfD Program — And Hekinan Is Just the Beginning

Photo by Daniel Beauchamp on Unsplash Japan’s largest power generator has secured government-backed price support to build the world’s most…

2026年4月11日 S1DR
Insight

Power at Risk: Iran’s Energy Infrastructure and the Hormuz Crisis

Source: Climate TRACE — Satellite-based GHG emissions imagery. Red circles indicate thermal (fossil-fuel) power plant locations. Circle size correlates with…

2026年4月8日 S1DR
News

【Week of March 30th, 2026】Market Roundup: Hydrogen, Perovskite and Technological Breakthroughs

Today’s global headlines in hydrogen, perovskite solar, and innovative clean technology — curated and analysed through the S1:DR lens. Hydrogen…

2026年4月5日 S1DR

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The Economics of Hydrogen in Japan: What 2026 Reveals About 2030 and Beyond

2026年3月19日 S1DR

Recent Posts

  • Geopolitical Risks and Markets: The Barometer That Won’t Fall
  • Demand Decides: Rare Earths and the Architecture of the Energy Transition
  • The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo
  • The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire
  • China’s Quiet Rise in the Hydrogen Economy

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Data

Geopolitical Risks and Markets: The Barometer That Won’t Fall

2026年6月16日 S1DR
Data

Demand Decides: Rare Earths and the Architecture of the Energy Transition

2026年6月16日 S1DR
Data

The Round Trip: How Supply‑Chain Globalisation Built Shanghai’s Industrial Base and Is Now Repricing Tokyo

2026年6月15日 S1DR
Data

The Fire Horse Year: Understanding the Recent Dynamics Shaping AI Markets and the Ceasefire

2026年6月11日 S1DR
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