Risk of stagnation in the adoption of decarbonization investments, hydrogen and other technologies, and delays in implementation
First written in FY2025. . Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026Materialization of market-formation risks for hydrogen and ammoniaAnnual report
「As an impact of the external environment, delays are expected in establishing supply chains for hydrogen and ammonia as alternatives to fossil-fuel energy, along with delays in launching new markets as a result.」
Regarding implementation risks related to decarbonization, delays in establishing supply chains for hydrogen and ammonia and in launching new markets were identified as specific risks in climate scenario analysis. - FY2025First statedAnnual report
「Although the global trend toward decarbonization over the medium to long term remains unchanged, investment in decarbonization-related projects has languished and the adoption of renewable energy, hydrogen and ammonia has shown signs of stagnation. Meanwhile, the Group’s practical energy transition initiatives have been well received, increasing the role of natural gas and creating business opportunities for the Group in areas such as GTCC.」
The stagnation of decarbonization-related investment and the adoption of renewable energy, hydrogen and ammonia were identified as new risks that could lead to delays in implementing CCS, hydrogen and other technologies. The increased role of natural gas and business opportunities in GTCC were also noted.