Shulman Advisory

Japan Data Center Update 42: Nuclear Power and New Technologies Support Japan’s Data Center Rollout

Publication date: Nov 4, 2026  Japan Data Center Update 42: Nuclear Power and New Technologies Support Japan’s Data Center Rollout Shikoku Electric explores nuclear-backed power supply to attract data centers to Ehime Shikoku Electric Power announced that it will explore a decarbonized power supply scheme for companies locating data centers and other facilities in Ehime …

Capacity Market Reforms Create New Opportunities Amid Tightening Supply

Publication date: Nov 3, 2026  Capacity Market Reforms Create New Opportunities Amid Tightening Supply Japan’s capacity market is undergoing significant reforms as the country prepares for rising electricity demand, particularly from AI-driven data centers. These changes will reshape how future generation capacity is secured, with important implications for investment decisions, revenue opportunities, and business strategies …

Japan Data Center Update 41: Japan Advances Data Center Plans Backed by Grid Power, Nuclear Energy, and On-Site Generation

Publication date: Oct 28, 2026  Japan Data Center Update 41: Japan Advances Data Center Plans Backed by Grid Power, Nuclear Energy, and On-Site Generation Hokkaido seeks data center developers for six sites with 990 MW of power capacity The Hokkaido government has launched a public solicitation for developers to build data centers in Tomakomai and …

Japan’s Long-Term Decarbonization Auction (LTDA) to Introduce Fixed Repayment Option for LNG Power Plants

Publication date: Oct 24, 2026  Japan’s Long-Term Decarbonization Auction (LTDA) to Introduce Fixed Repayment Option for LNG Power Plants A new mechanism will allow LNG-only thermal power plants awarded contracts in the long-term decarbonization auction LDTA to choose to fix the amount they repay from earnings in the wholesale and other markets. The auction forms …

METI Explores Measures for Faster Data Center Connections

Publication date: Oct 23, 2026  METI Explores Measures for Faster Data Center Connections A working group under the Ministry of Economy, Trade and Industry (METI) has begun discussions on accelerating grid connections for large-scale electricity consumers, including data centers and semiconductor plants. In some regions, a sharp increase in grid connection applications has put pressure …

Intraday Market Displays Bids by Area, Adjusted Imbalance Cap Rises to JPY 300/kWh

Publication date: Oct 23, 2026  Intraday Market Displays Bids by Area, Adjusted Imbalance Cap Rises to JPY 300/kWh On October 1, the Japan Electric Power Exchange (JEPX) began displaying bid information by area in its intraday market. The screen for trading participants now shows bid information for the nine areas grouped into five zones, allowing …

Japan Data Center Update 40: AI Growth Drives Data Center Development Beyond the Tokyo Area

Publication date: Oct 20, 2026  Japan Data Center Update 40: AI Growth Drives Data Center Development Beyond the Tokyo Area NTT Data reportedly finalizing deal for USD 6.3 billion Anthropic data center in Osaka Nikkei Asia reported, citing multiple unnamed sources, that NTT Data Group is finalizing an agreement to build a USD 6.3 billion …

Japan Data Center Update 39: Japan Explores Workload Shifting as a Source of Energy System Flexibility

Publication date: Oct 14, 2026  Japan Data Center Update 39: Japan Explores Workload Shifting as a Source of Energy System Flexibility Workload shifting (WLS) could allow data centers to adjust when and where they consume electricity, reducing demand in regions experiencing grid constraints or high electricity prices and shifting workloads to locations or periods with …

Japan Data Center Update 38: Large-Scale Data Center Development Gains Momentum

Publication date: Oct 6, 2026  Japan Data Center Update 38: Large-Scale Data Center Development Gains Momentum JERA to develop data center powered by up to 400 MW at Chiba thermal power station JERA announced that it will develop a data center within the premises of its Chiba Thermal Power Station (Chiba City), designed to receive …

Japan’s GX-ETS Market Design: Implications for Power Prices and Market Dynamics

Publication date: Oct 5, 2026  Key Takeaways Japan’s GX-ETS is moving toward full implementation, with mandatory participation for large emitters beginning in FY2026 and a dedicated emissions allowance trading market planned for fall 2027. Power generators are expected to become subject to mandatory participation from Phase 3 in FY2033. For the power sector, the key …