Shulman Advisory

TEPCO to Include Faster Fuel Cost Pass-Through in Corporate Tariffs From April

Publication date: March 21, 2026 TEPCO to Include Faster Fuel Cost Pass-Through in Corporate Tariffs From April TEPCO will revise its tariff for corporate customers (super high-voltage and high-voltage) from April onward. Currently, the average fuel price from three to five months prior to the month of use is reflected in corporate electricity tariffs. However, …

Japan Data Center Update 10: Decentralized Data Center Expansion and Growing Local Resistance

Publication date: March 17, 2026  Japan Data Center Update 10: Decentralized Data Center Expansion and Growing Local Resistance Yamaura And TOSYS Partner On Distributed Data Center “NAGANO Model” Construction company Yamaura and ICT service provider TOSYS, both based in Nagano Prefecture, have signed a business alliance agreement to jointly offer a new initiative called the …

Japanese Futures Jump to Record Levels Amid Middle East Tensions

Publication date: March 17, 2026 Japanese Futures Jump to Record Levels Amid Middle East Tensions The outbreak of war in the Middle East has triggered a sharp increase in prices and trading volumes of Japanese electricity futures on the European Energy eXchange (EEX). On March 3, trading volume reached 4,905 GWh, significantly surpassing the previous …

Japan Data Center Market Update 9: Japan’s Data Center Market Shift Toward Edge and High-Speed Optical Infrastructure

Publication date: March 10, 2026  Japan Data Center Market Update 9: Japan’s Data Center Market Shift Toward Edge and High-Speed Optical Infrastructure MHI Launches DIAVAULT, an On-site Edge AI Data Center for Real-time Processing On February 24th, Mitsubishi Heavy Industries launched its proprietary industrial edge data center solution, “DIAVAULT,” designed for on-premise AI inference use …

METI Moves to Tighten Oversight of Electricity Markets

Publication date: March 7, 2026 METI Moves to Tighten Oversight of Electricity Markets METI plans to expand its supervisory scope over electricity markets to enable it to ensure operational improvements in the Balancing Market and the planned Mid-Long Term Market,with the aim of promoting sound market operation, increasing participation, and stimulating market activity. The proposed …

Japan Data Center Market Update 8: Tokyo to Introduce First Prefectural DC Construction Guidelines

Publication date: March 3, 2026  Japan Data Center Market Update 8: Tokyo to Introduce First Prefectural DC Construction Guidelines Tokyo to Formalize Data Center Development Standards and Launch JPY 9.6 Billion Incentive Program The Tokyo Metropolitan Government plans to establish Japan’s first prefectural-level guidelines for DC development to balance surging AI-driven demand with local environmental …

Japan’s Data Center Build-Out: Bottlenecks and Strategic Direction

Publication date: March 3, 2026  Japan’s Data Center Build-Out: Bottlenecks and Strategic Direction Data centers (DCs) are becoming a significant influence on Japan’s energy landscape. Domestic DC energy demand is growing rapidly and is expected to increase from 0.47 GW in FY2025 to 6.16 GW in FY2034 (OCCTO). In anticipation of future DC expansion, the …

Japan Accelerates Nuclear Restarts and Amends Public Financing Rules

Publication date: March 2, 2026 Japan Accelerates Nuclear Restarts and Amends Public Financing Rules On February 16, Tokyo Electric Power Company (TEPCO) resumed power transmission from Unit 6 of the Kashiwazaki-Kariwa Nuclear Power Plant in Niigata Prefecture, marking the first transmission from the unit in 14 years. It is the second reactor restart in East …

Japan Data Center Market Update 7: Expansion Shifts Toward Renewable Regions

Publication date: Feb 26, 2026  Japan Data Center Market Update 7: Expansion Shifts Toward Renewable Regions PowerX and IIJ Launch Container DC Model Linking Renewables to Load Centers On February 13th, 2026, PowerX and Internet Initiative Japan Inc (IIJ) have announced a joint move into container data centers, targeting areas with high renewable penetration such …

Japan Data Center Market Update 6: Renewable Procurement and Low Latency Increasingly Dictate Data Center Locations and Design

Publication date: Feb 24, 2026  Japan Data Center Market Update 6: Renewable Procurement and Low Latency Increasingly Dictate Data Center Locations and Design JERA and AWS Explore Renewable Power Supply Partnership for Data Centers JERA announced on February 5 that it has begun discussions with Amazon Web Services (AWS) to deepen collaboration across both the …