Shulman Advisory

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 …

Power Futures Trading Climbs to 96% of Spot Volumes

Publication date: Feb 24, 2026 Power Futures Trading Climbs to 96% of Spot Volumes In January 2026, trading volumes in Japan’s electricity futures market nearly matched the size of the spot market. The combined futures trading volume of the European Energy eXchange (EEX) and the Tokyo Commodity Exchange (TOCOM) under Japan Exchange Group (JPX) reached …

Data Center Market Update 5: Clean Power and New Infrastructure Models Enter Japan’s Data Center Sector

Publication date: Feb 17, 2026  Data Center Market Update 5: Clean Power and New Infrastructure Models Enter Japan’s Data Center Sector Japan Tests Offshore Data Centers as Yokohama Pilot Launches in March Japan’s first offshore floating data center demonstration is scheduled to begin operations in late March at Yokohama’s Osanbashi Pier, piloting a first-of-its-kind approach …

METI Allows BG-Based Joint Procurement for Retail Supply Obligations

Publication date: Feb 17, 2026 METI Allows BG-Based Joint Procurement for Retail Supply Obligations The Ministry of Economy, Trade and Industry’s (METI) Working Group (WG) on System Design Based on the Review of Power System Reforms decided the following points regarding the planned retailer’s obligation to secure 50% and 70% of supply volumes (in kWh) …

Data Center Market Update 4: DC Growth Drives Power Integration and Hyperscale Development

Publication date: Feb 10, 2026  Data Center Market Update 4: DC Growth Drives Power Integration and Hyperscale Development Japan to Pilot Workload Migration to Align Data Centers With Surplus Electricity The Nikkei reported that Japan’s Ministry of Internal Affairs and Communications (MIC) will launch a demonstration project in spring 2026 to connect geographically dispersed data …

Japan Modifies Proposed FY2026 Balancing-Market Reforms

Publication date: Feb 7, 2026 Japan Modifies Proposed FY2026 Balancing-Market Reforms In October 2025, the Ministry of Economy, Trade and Industry (METI) proposed a reduction in the balancing market price cap to JPY 7.21 starting from FY2026. This was met with widespread criticism from market participants, who claimed it could undermine market dynamics. Following discussions, …

January 2026 Newsletter

Publication date: Feb 5, 2026  Japan’s ETS Takes Shape: FY2026 Rule-Making Will Define Future Carbon Costs for Power and Industry From April this year, Japan will take a decisive step into carbon pricing with the launch of its first full-scale emissions trading system (ETS). Covering an estimated 300 to 400 companies and nearly 60% of …

DC Update 3: On-Site Gas Cogeneration & AI Energy Savings

Publication date: Feb 3, 2026  DC Update 3: On-Site Gas Cogeneration & AI Energy Savings Tokyo Gas subsidiary backs data centers with on-site gas cogeneration  Tokyo Gas Engineering Solutions (TGES), a subsidiary of Tokyo Gas, has begun supporting data center development by proposing on-site gas cogeneration systems that allow projects to start operations even in …