Shulman Advisory

Japan’s Household Electricity Bills to Hit Record Highs in October as Subsidies End

Publication date: Oct 2, 2026  Japan’s Household Electricity Bills to Hit Record Highs in October as Subsidies End Japan’s ten major utilities say household electricity bills for power consumed in October will reach record highs. Under their government-approved regulated tariffs, bills for a standard model household will increase by JPY 835–1,578 for payments due in …

Mid-Long-Term Market Update: Trading Areas and Mandatory Generator Offers

Publication date: Oct 2, 2026  Mid-Long-Term Market Update: Trading Areas and Mandatory Generator Offers The planned Mid-Long-Term Market will allow electricity retailers to procure power one and three years ahead to meet their supply capacity obligations. The Mid-Long-Term Market Design Working Group (WG) recently advanced discussions on two key elements of the planned market: how …

Japan Data Center Update 37: Japan’s AI Data Center Expansion: The Race to Build and Power Capacity

Publication date: Sept 30, 2026  Japan Data Center Update 37: Japan’s AI Data Center Expansion: The Race to Build and Power Capacity Japan’s AI data center capacity to more than quadruple by 2033 Japan’s AI data center capacity is set to more than quadruple by the mid-2030s compared with the end of 2025, according to …

Japan Data Center Update 36: Bypassing Grid Constraints, Tokyo Gas Engineering Solutions Tests Distributed and Off-Grid Power Data Centers

Publication date: Sept 24, 2026  Japan Data Center Update 36: Bypassing Grid Constraints, Tokyo Gas Engineering Solutions Tests Distributed and Off-Grid Power Data Centers TGES and Getworks partner on containerized data centers using underutilized sites TGES, a subsidiary of Tokyo Gas, and data center operator Getworks have entered into a business partnership to develop containerized …

New Power Traders Association to Make Policy Recommendations for the Planned Mid-Long-Term Market

Publication date: Sept 18, 2026  New Power Traders Association to Make Policy Recommendations for the Planned Mid-Long-Term Market More than 20 companies engaged in physical power trading in Japan have established the Japan Power Traders Association (JPTA) to provide practical industry input and policy recommendations on improving market design and trading rules. The voluntary association …

OCCTO Proposes New Supplementary Auction to Retain Aging Thermal Power Plants

Publication date: Sept 18, 2026  OCCTO Proposes New Supplementary Auction to Retain Aging Thermal Power Plants At an expert meeting, the Organization for Cross-regional Coordination of Transmission Operators (OCCTO) proposed introducing a new ‘supplementary auction’ in the capacity market to procure additional capacity one to three years before delivery, alongside the existing main auction (T-4) …

Japan Data Center Update 35: GX Strategic Zones: Japan Targets GW-Scale Data Center Clusters Across Nine Zones

Publication date: Sept 15, 2026  Japan Data Center Update 35: GX Strategic Zones: Japan Targets GW-Scale Data Center Clusters Across Nine Zones The designated GX Strategic Zones by types are as follow: (1) Industrial Complex Redevelopment Type: One zone METI designated Kawasaki City, which plans to establish a production scale-up hub for GX-related startups in …

Japan Data Center Update 34: Next-Generation Technologies Reshape Data Center Deployment and Resilience

Publication date: Sept 8, 2026  Japan Data Center Update 34: Next-Generation Technologies Reshape Data Center Deployment and Resilience NYK and partners develop port-based floating data center concept as step toward offshore deployment A consortium comprising NYK (Nippon Yusen Kaisha) Line, Eurus Energy Holdings, NTT FACILITIES, and MUFG Bank has announced that it has developed a …

METI Outlines License Revocation Procedure for Dormant Electricity Retailers

Publication date: Sept 4, 2026  METI Outlines License Revocation Procedure for Dormant Electricity Retailers Following the July 2026 amendments to the Electricity Business Act, the Ministry of Economy, Trade and Industry (METI) will be able to revoke a retail license if, without a justifiable reason, the retailer (i) fails to commence its retail electricity business …

ENEOS 431 MW Negishi Plant Closure Highlights Challenge of Replacing Thermal Plants

Publication date: Sept 4, 2026  ENEOS 431 MW Negishi Plant Closure Highlights Challenge of Replacing Thermal Plants According to Bloomberg, ENEOS Holdings will permanently close its 431 MW oil-fired integrated gasification combined-cycle plant at the Negishi refinery in Yokohama on September 1, citing JEPX data published a year ago. An ENEOS spokesperson confirmed the closure …