Today’s ESG Updates
- Japan Expands E-Waste Recycling Through Itochu–ERI Joint Venture: Japan launches a new venture to boost e-waste recycling and reduce reliance on imported resources.
- Investors Turn to China’s Green Sector Amid Global Oil Shock: Rising oil prices from the Iran war drive investor interest in China’s renewable energy sector.
- $1 Billion Redirected from Wind Projects to Oil and Gas in US Policy Shift: TotalEnergies shifts investment from offshore wind to fossil fuels amid changing U.S. energy policy.
- EU Scrutiny Threatens Delay to France’s Nuclear Renewal Plan: EDF faces an EU probe over state aid for nuclear expansion, raising competition and delay concerns.
Japan strengthens domestic recycling with Itochu-ERI collaboration
Japan is taking steps to improve its handling of electronic waste, with Itochu partnering with U.S.-based Electronic Recyclers International (ERI) to launch a new recycling venture. The project will centre on recovering valuable materials from discarded electronics, commonly referred to as “urban mines”. With only around 20% of e-waste currently recycled in Japan, there is considerable room for expansion.
The initiative reflects rising concerns over dependence on imported resources in an increasingly uncertain geopolitical environment. By working with ERI, which specialises in IT disposal and recycling, Itochu hopes to strengthen domestic recycling while supporting a market expected to grow steadily.
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Further reading: Itochu, ERI to set up Japan venture to recycle electronics
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Iran war drives surge in Chinese renewable energy stocks
Investors are shifting towards Chinese renewable energy stocks as the Iran war drives up oil prices and intensifies concerns over energy security. The trend reflects expectations that countries will accelerate investment in alternatives to fossil fuels. China, which leads in sectors such as solar, wind, batteries, and electric vehicles, is seen as particularly well placed to benefit. Since the conflict began, these stocks have outperformed the broader market. Many analysts expect continued government support and rising export demand, as countries rethink their energy mix and look for more stable, long-term options.
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Further reading: Investors bet Iran war will boost Chinese renewables demand
Related Articles
Here is a list of articles selected by our Editorial Board that have gained significant interest from the public:
TotalEnergies shifts from U.S. offshore wind to fossil fuel investment
TotalEnergies is stepping back from offshore wind projects in the United States and redirecting nearly $1 billion into fossil fuel investments instead. Under an agreement with the U.S. government, wind leases off New York and the Carolinas will be cancelled, and the company will be reimbursed for what it has already spent. The money will now be invested in liquefied natural gas, oil, and gas production. This reflects a wider shift in policy under President Donald Trump, with a stronger focus on domestic fossil fuels. While some argue this will improve energy reliability, others see it as a setback for clean energy progress.
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Further reading: TotalEnergies abandons US offshore wind, will invest $1 billion in fossil fuel projects
EDF faces EU probe over state aid for nuclear expansion
EDF is expected to come under investigation by the European Union over a large state aid package linked to new nuclear power plants in France. The plan involves building six reactors to replace ageing infrastructure and meet growing electricity demand in the coming years. However, EU regulators are concerned that the financial support could further strengthen EDF’s dominant position in the market and make it harder for competitors to enter. The investigation could delay the project, which is central to France’s energy plans. Austria is also likely to challenge the proposal, given its long-standing opposition to nuclear power.
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Further reading: Exclusive: EDF to face EU probe into state aid for nuclear plants, sources say
Editor’s Note: The opinions expressed here by the authors are their own, not those of impakter.com — Cover Photo Credit: Jezael Melgoza
