Next-Generation Energy Systems and Three Challenges under Compass2030

「本出資を通じて、東京ガスはHelical Fusionの挑戦を支援するとともに、核融合エネルギー分野における技術開発や産業化の動向に関する知見の獲得を進めていきます。」

「Amid these changes in the business environment, the Company formulated its 2026-2028 medium-term management plan in October 2025 to achieve its Compass 2030 management vision ahead of schedule.」

「Based on the Tokyo Gas Group Medium-Term Management Plan for Fiscal 2026–2028 announced on 29 October 2025, we will achieve sustainable growth and enhance corporate value by strengthening business portfolio management while maintaining a sound financial position and investing for growth.」

「Amid these changes in the business environment, in the first year of executing the Compass Transformation 23-25 group medium-term management plan, the Company pursued various initiatives based on three key strategies centered on green transformation (GX), digital transformation (DX) and customer communication transformation (CX).」

「Under its Compass Transformation 23-25 medium-term management plan, the Group has sought to expand its shale gas business in North America. It had been exploring the acquisition of high-quality new assets in the Texas-Louisiana area, where TG Natural Resources LLC, made a subsidiary in 2020, holds acreage. The acquisition of RC shares is expected to establish a stable earnings base.」

「Fiscal 2023–2025 is positioned as a period in which the Tokyo Gas Group will transform its own business model in pursuit of sustainable social development and greater value for customers through solutions and business lines extending beyond the traditional energy framework. We will implement 3 key strategies centered on green transformation (GX), digital transformation (DX) and customer communication transformation (CX).」

「The Company formulated Compass Action in November 2021 as a concrete roadmap for the group management vision Compass2030, and transitioned to a holding company-based group structure on 1 April 2022 to establish a framework for realizing the vision.」

「Since announcing Compass2030, the business environment has continued to change rapidly, including the strengthening trend toward carbon neutrality and volatility in energy markets. To further accelerate actions toward realizing the vision, the Company announced Compass Action on 26 November 2021 as a concrete roadmap for achieving Compass2030. It states that steadily transitioning to a low-carbon and decarbonized society by combining LNG and natural gas, whose role as transition energy is increasingly anticipated, with renewable energy, and providing solutions to the increasingly diverse challenges faced by society, regions and customers, are social missions that the Group is uniquely positioned to fulfill. Specifically, it will pursue three initiatives: ① leading a responsible transition on both sides of gas and renewable energy, ② accelerating value creation through both digital shifts and reinforcement of physical operations, and ③ improving each business entity's earnings power and resilience to volatility. As part of the third initiative, the Group planned to transition to a holding company-based group structure from April 2022.」

「The Company stated that although the fundamental direction of its management vision, Compass2030, and its 2020-2022 medium-term management plan remained unchanged, the pace of change had accelerated in response to the COVID-19 pandemic. On 30 November 2020, it announced its initiatives for management reform of the Tokyo Gas Group in response to the COVID-19 pandemic.」

「The Tokyo Gas Group's Compass2030 group management vision calls for overseas profits to be tripled in scale by 2030 through overseas expansion, and aims to expand its business base in North America.」

「The Group expects the trend toward decarbonization, advances in digitalization, changing and diversifying customer values, and energy liberalization to continue steadily during the current medium-term plan.」

「On 27 November 2019, the Company announced its group management vision for 2030, Compass2030. Under Compass2030, the Group views changes in the market environment, including the trend toward decarbonization, advancing digitalization, changing and diversifying customer values, and progress in energy liberalization, as opportunities. It aims to become a corporate group that continues to create value with customers, society and business partners while leading the next-generation energy system, and will pursue three challenges: ① leading the way to CO2 net zero, ② building an ecosystem for value co-creation, and ③ transforming the LNG value chain.」