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Daily Digest for

September 06, 2025

UK-US partnership accelerates new nuclear power build-out

The UK announced the Atlantic Partnership for Advanced Nuclear Energy with the US to speed licensing and deliver major commercial deals across multiple developers (X-Energy/Centrica, Holtec/EDF/Tritax, Last Energy/DP World, Urenco/Radiant, TerraPower/KBR). The programme includes projects totalling multi‑billion-pound values (e.g., £40 billion programme estimate for X-Energy/Centrica, £11 billion Cottam project, £80 million Last Energy backing), targets faster approvals (~24 months), and cites job figures such as up to 2,500 jobs for Hartlepool and ~1,600 construction jobs per Natrium reactor.

UK announces £448m public funding to decarbonise shipping

The UK government announced £448 million of public funding through the UKSHORE programme alongside £700 million of private investment—over £1.1 billion total—at London International Shipping Week (15 September 2025) to reduce shipping emissions. The package highlights prior grants (e.g., £3.6m to Cammell Laird, ~£6m to Aqua Superpower, £3.3m to Smart Green Shipping) and complementary port investments from Peel Ports (£300m), NatPower Marine (£250m) and Port of Tyne (£150m).

Firm-level evidence on climate mitigation and finance

A CEPR Discussion Paper by Goodhart and Vu analyses 59,846 firms across 68 countries (2018–2025) and finds female ownership linked to greater adoption of energy management and CO₂ monitoring and to higher actual credit access, while female top managers are less likely to adopt mitigation or obtain finance. The paper also reports inflation as a consistent barrier to mitigation, a finance access paradox (mitigation improves actual but not perceived access), and heterogeneous effects across world regions.

Canada launches Build Canada Homes to boost housing

The Government of Canada launched Build Canada Homes, a new federal agency with initial capitalization of $13 billion to build affordable housing at scale and has transferred Canada Lands Company under its portfolio. Build Canada Homes will use modern construction methods like factory-built modular housing and mass timber, work with provincial/territorial/municipal and Indigenous partners, and will evolve into a standalone federal agency next year.

MHI pilot plant achieves 99.5% bioethanol purity

Mitsubishi Heavy Industries has achieved over 99.5vol% ethanol purity at its Nagasaki pilot plant using the MMDS® membrane dehydration system and reports energy consumption reductions of over 30%. MHI plans to accelerate development toward a demonstration plant and will present the technology at INCHEM TOKYO 2025 (Sept 17–19, 2025).

Bank Climate Commitments Predict Green Lending in Emerging Markets

A CEPR Discussion Paper finds banks that sign international climate initiatives have stronger green management and lending practices, and firms borrowing from these banks are more likely to undertake green investments. The study uses structured surveys of 644 bank CEOs across 33 low- and middle-income countries and surveys of 4,719 firms, and finds spatial matching between environmentally-oriented firms and climate-committed banks.

IAEA projects global nuclear capacity to 2050

The IAEA published the 45th edition of Reference Data Series No. 1 projecting global nuclear capacity to 2050, with a low case of 561 GW(e) (a 50% increase from 377 GW(e) in 2024) and a high case of 992 GW(e) (2.6 times 2024 capacity). The projections consider operating reactors, licence renewals, planned shutdowns, power uprates and plausible construction and are presented in world and regional subsections.

EIB Group pledges €17.5 billion for SME energy efficiency

The EIB Group, supported by the European Commission, has pledged €17.5 billion in financing for SME energy efficiency measures for 2025-2027, aiming to mobilise over €65 billion by 2027. The initiative includes a one-stop-shop, new investment platforms, partnership with the Solar Impulse Foundation to scale energy-efficiency-as-a-service, and backing via InvestEU and LIFE guarantees and advisory services.

Danish households with EVs consume more electricity

Danmarks Statistik’s 2024 analysis finds single-family households with an electric vehicle had 1.9x higher median electricity consumption than those with petrol/diesel cars, and households with electric heating had 3.1x higher median consumption versus district heating. The analysis uses Energinet smart meter data since 2021 and reports electricity costs were 2.2% of average household expenditure in 2023 (≈9,000 kr.).

CO2NNEX platform to manage e-methane certificates

INPEX, Osaka Gas and Mitsubishi Heavy Industries will use MHI’s CO2NNEX® platform to manage and transfer Clean Gas Certificates certifying e-methane produced in the Nagaoka Methanation Demonstration, injecting e-methane into INPEX’s natural gas pipeline using H2 and CO2 from the Koshijihara Plant. The project is NEDO-subsidized and will use MRV functions and coordinate with METI’s planned clean fuel certificate phased launch (FY2026) and preparatory work in FY2025.

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