The global offshore wind industry has continued to face changes in the political and economic landscape. In Taiwan's case, while developers have faced numerous supply chain and policy challenges over the past year, the Ministry of Economic Affairs has stated that Taiwan's offshore wind capacity added in 2024 ranks first among democratic countries. Taiwan has become a leader in offshore wind development in the Asia-Pacific region. However, international studies still highlight three major concerns regarding industry development and social communication.
National Cheng Kung University (NCKU) has developed a new hydrogen-resistant stainless steel that promises to enhance the safety of hydrogen fuel cell vehicles. The innovation comes at a crucial time, as several incidents worldwide involving hydrogen fuel cell vehicle explosions have raised concerns about hydrogen energy as a clean energy source. The newly developed 416B steel shows remarkable resistance to hydrogen embrittlement, while a complementary weldable material, 420L, is currently patent-pending. Together, these innovations aim to significantly improve the safety of hydrogen fuel transport and storage systems.
CDIL Semiconductors has announced the development and launch of India's first indigenously produced solar bypass diodes. The company states the new product is designed to improve solar panel efficiency and extend panel lifespan. Production of the diodes will take place at CDIL's Mohali facility, and the company has increased its production capacity by 25 million units.
The European Union's Carbon Border Adjustment Mechanism (CBAM), a pioneering global carbon tariff, will begin charging extra costs on carbon-intensive industries—including steel, aluminum, cement, fertilizers, electricity, and hydrogen—starting in 2026.
Hotai Finance Corporation (HFC), Taiwan's leading auto finance company under the Hotai Motor Group, is advancing corporate transformation through a sub-group development model. By leveraging its subsidiaries—He Jing, He Jun Energy, and Hotai Finance Development—HFC aims to diversify operations and expand its overseas footprint.
China will end subsidies for new renewable energy projects in June 2025, marking a pivotal shift in global clean energy dynamics just as Donald Trump's return to the White House signals reduced US support for the sector.
Under the Paris Agreement, nations were required to update and submit their Nationally Determined Contributions (NDCs) every five years, with the deadline having passed on February 10, 2025. The submission period concluded amid mounting political and economic pressures, particularly President Donald Trump's return to the White House last month, with key players such as the European Union and India still determining their carbon reduction commitments.
The global energy transition is driving unprecedented demand for critical minerals including lithium, nickel, cobalt, copper, and rare earth elements. These resources have become essential to the expansion of electric vehicles (EVs), wind power, and power grid infrastructure. Yet geopolitical risks remain a concern for the market, particularly as policy shifts under US President Donald Trump continue to be a key variable affecting the industry in the short term.
The global power infrastructure sector is witnessing a sweeping transformation, with governments prioritizing grid resilience and renewable energy integration. In this landscape, Taiwan's power infrastructure development is accelerating, while US demand for Taiwanese manufacturers surges, driven by electricity needs from AI data centers. The combination of policy support and market dynamics is creating sustained demand for suppliers of heavy electrical equipment, wires, and cables.
Advanced Lithium Electrochemistry (Aleees) has seen steady progress in its lithium intellectual property (IP) certification, even as trade wars and heightened tariffs pose a looming threat to the EV and energy storage industries in 2025. The company released its latest customer certification progress report on February 3, reflecting steady growth in the global lithium battery market.
In a bold reset of America's artificial intelligence strategy, President Trump has begun dismantling the regulatory framework of the previous administration, while simultaneously launching one of the most ambitious AI initiatives in US history. His first move: was revoking Executive Order 14110 on AI policy, while keeping intact the more recent Executive Orders 14141 (2025 AI Infrastructure EO) and 14144 (2025 Cybersecurity EO).
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