Shulman Advisory

Japan Data Center Update 30: Major AI Data Center Development Planned in Akita as the Data Center Decentralization Accelerates

Publication date: Aug 11, 2026  Japan Data Center Update 30: Major AI Data Center Development Planned in Akita as the Data Center Decentralization Accelerates UAE sovereign wealth fund considers investment in up to 500 MW AI data center in Akita Japanese and US companies, together with Akita Prefecture and Akita City, plan to build one …

JEPX Spot Price Hits Three-and-a-Half-Year High Despite Adequate Summer Reserves

Publication date: Aug 10, 2026  JEPX Spot Price Hits Three-and-a-Half-Year High Despite Adequate Summer Reserves Despite record-breaking heat this summer so far, the Ministry of Economy, Trade and Industry (METI) has refrained from issuing electricity conservation requests as reserve margins from July through September are expected to remain above the 3% minimum required for stable …

Japan’s BESS Market Evolves with a New Battery Strategy, Grid Reforms, and Lower Balancing Market Price Caps

Publication date: August 4, 2026  Key Takeaways Japan’s BESS market continues to expand, but its policy environment is becoming more demanding, with new domestic battery manufacturing targets, tighter grid connection procedures, and lower Balancing Market price caps. As the market matures, project viability will depend less on exceptional balancing revenues and more on securing grid …

Japan Data Center Update 29: Japan’s First Directly Wind-Powered Data Center Project Advances in Hokkaido

Publication date: July 27, 2026  Japan Data Center Update 29: Japan’s First Directly Wind-Powered Data Center Project Advances in Hokkaido Eurus Energy develops Japan’s first data center directly powered by a wind farm via private transmission line Eurus Energy Holdings is developing what will become Japan’s first data center to be powered by a wind …

Amended EBA allows METI oversight of Balancing and planned Mid-Long Term markets

Publication date: Aug 3, 2026  Amended EBA allows METI oversight of Balancing and planned Mid-Long Term markets The amended Electricity Business Act (EBA) was officially passed by the House of Councilors on July 17th, 2026, and will come into effect in September. The amended EBA’s main provisions are as follows: The Act establishes a financing …

Japan Data Center Update 28: Workload Shifting and GX Strategy Drive Japan’s Data Center Decentralization

Publication date: July 27, 2026  Japan Data Center Update 28: Workload Shifting and GX Strategy Drive Japan’s Data Center Decentralization PowerX and HIGHRESO jointly explore BESS-equipped GPU data centers BESS manufacturer PowerX and GPU data center operator HIGHRESO have signed an MoU to explore collaboration on energy infrastructure supporting GPU data centers and AI computing …

Balancing Market Price Caps Are Lowered to JPY 10/ΔkW-30 Min from September

Publication date: July 24, 2026  Balancing Market Price Caps Are Lowered to JPY 10/ΔkW-30 Min from September The Ministry of Economy, Trade and Industry (METI) presented a policy at the Power Supply Stability Working Group (WG) to lower the price caps for certain products in the balancing market. For Frequency Containment Reserve (FCR, or Primary), …

Japan Data Center Update 27: Data Center Decentralization Drives Nationwide Grid Investment

Publication date: July 21, 2026  Japan Data Center Update 27: Data Center Decentralization Drives Nationwide Grid Investment Japan’s major utilities to add 15 GW of substation capacity amid data center demand growth Eight major utilities, including TEPCO, will strengthen transmission infrastructure by constructing or expanding substations at 30 locations nationwide to accommodate growing data center …

Japan to Launch First Off-Site Nuclear PPA

Publication date: July 20, 2026 Japan to Launch First Off-Site Nuclear PPA Kansai Electric Power announced that it will sell electricity generated by existing nuclear power plants together with environmental certificates under an off-site PPA framework, which will be the first for Japan. Until now, off-site PPAs have mainly been focused on renewable energy sources …

Japan Power & Energy Brief: June 2026

Five developments shaping Japan’s power market this month, from the government’s plan to replace up to 14 nuclear reactors to a surge in solar curtailment that nearly doubled in a single month. Nuclear status holds steady as Japan reveals a 14-reactor ambition No change in Japan’s nuclear operational status in May, but the Japanese government …