Shulman Advisory

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 …

Japan Shifts FIT/FIP Support Away From New Ground-Mounted Solar

Publication date: Jan 31, 2026  Japan Shifts FIT/FIP Support Away From New Ground-Mounted Solar The Ministry of Economy, Trade and Industry’s (METI) Procurement Price Calculation Committee has proposed excluding newly installed ground-mounted solar projects of 10 kW or more from eligibility under the FIT (Feed-in-Tarrif) and FIP (Feed-in-Premium) schemes from FY2027. The change is being …

Data Center Market Update 2: OCCTO’s 10-Year Demand Forecast

Publication date: Jan 27, 2026  Data Center Market Update 2: OCCTO’s 10-Year Demand Forecast Data Center Growth Intact, but Grid Constraints Slow the Timeline The latest 10-year demand outlook (FY2026 – FY2035) published by Organization for Cross-regional Coordination of Transmission Operators (OCCTO) on January 21, 2026, showed that Japan’s electricity demand is still expected to …

Government Unveils Selection Timeline for GX Strategic Area DC Clusters

Publication date: Jan 26, 2026  Government Unveils Selection Timeline for GX Strategic Area DC Clusters While there are financial support measures for data center (DC) operators (as we covered in our previous newsletter), the government also plans to subsidize municipalities that host DC clusters, each on a gigawatt scale, to accommodate the rapidly increasing DC …

Data Center Market Update 1: Wind Power, and On-Site Gas-Fired DCs

Publication date: Jan 20, 2026  Data Center Market Update 1: Wind Power, and On-Site Gas-Fired DCs Toyota Tsusho and its renewable energy subsidiary, Eurus Energy Holdings, announced they will develop Soya Green Data Center I (tentative name), a 3 MW data center in Wakkanai, Hokkaido, adjacent to the Kabakaoka Wind Farm. This DC is scheduled …

Japan to Subsidize Up to 50% of Investment in 100% Decarbonized Data Centers

Publication date: Jan 18, 2026  Japan to Subsidize Up to 50% of Investment in 100% Decarbonized Data Centers Domestic data center (DC) electricity demand is growing rapidly and is expected to increase by more than 5 GW to a total of 6.16 GW over the next decade (CAS 1), and according to Japan Electronics and …

METI Shifts Toward Stricter Screening of BESS Grid Connection Applications

Publication date: Jan 12, 2026  METI Shifts Toward Stricter Screening of BESS Grid Connection Applications The Ministry of Economy, Trade and Industry (METI) is accelerating discussions on tightening grid access rules and procedures for power generation facilities, particularly measures to prevent so-called “speculative reservations” of grid capacity by grid-scale #BESS projects. As of the end …

Government Sets Upper and Lower Price Limits for FY2026 GX-ETS

Publication date: Dec 30, 2025  Government Sets Upper and Lower Price Limits for FY2026 GX-ETS The Ministry of Economy, Trade and Industry (METI)’s expert meeting discussed the upper and lower price limits for FY2026 emissions allowances and obtained approval from its members, completing discussions on the core pillars of the GX-ETS (Emissions Trading System). After …

Year in review 2025 (Dec 2025)

Publication date: Dec 22, 2025  Year in review 2025 (Dec 2025) Policy  Proposed advanced procurement and Mid-Long Term Market to reshape retailer risk In July, METI’s Working Group proposed a new requirement for electricity retailers to secure a certain proportion of their future electricity supply volume (in kWh) in advance, with the aim of stabilizing …

PowerX to List on TSE Growth Market as Domestic BESS Market Expands

Publication date: Dec 21, 2025  PowerX to List on TSE Growth Market as Domestic BESS Market Expands PowerX has received approval from the Tokyo Stock Exchange and will list on the TSE Growth Market on December 19. Founded in March 2021, the company manufactures and sells large-scale battery energy storage systems (BESS) for grid-scale and …