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Market Pulse briefing

News from the latest published weekly analyses. Browse earlier pages to explore the archive.

· South America

Villeta

ATOME said Paraguay repealed in June 2026 the regulatory framework underpinning hydropower tariffs for the Villeta green fertiliser project. Company statement; no independent evidence here of policy implementation failure details.

Week ending: Oct 9, 2026

· South America

Atome reports notice to terminate Villeta power agreement

Atome reportedly gave notice to terminate Villeta’s existing power agreement at year-end. The project is not confirmed cancelled, and its previously recorded power dispute is not scored again.

Week ending: Oct 2, 2026

· South America

Atome PLC Issues Arbitration Notice Against Paraguay Over $665 Million Villeta Project

Atome PLC has issued a formal arbitration notice against Paraguay, jeopardising the $665 million Villeta green fertiliser project after the country revoked presidential decrees underpinning the power purchase agreement.

Week ending: Sep 18, 2026

Articles

Iwatani liquefaction installation
Image: © Iwatani Corporation

Hydrogen investment follows existing demand: lessons from Japan’s Chiba project

· Walerian Majewski

The hydrogen economy is often discussed in terms of new applications: trucks, ships, steelmaking and energy storage. Yet established industrial users remain central to its development. A recent investment decision by Cosmo Energy and Iwatani in Japan illustrates the importance of connecting hydrogen production with identifiable customers—and why infrastructure investment should not automatically be equated with decarbonisation.

Read more