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ATOME said Paraguay repealed in June 2026 the regulatory framework underpinning hydropower tariffs for the Villeta green fertiliser project.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.
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.