Shulman Advisory

Japan Power Market Insights

Stay up-to-date with the latest news in the Japanese energy market

through our Insights blog, covering timely and notable occurrences in the industry

Japan Data Center Market Update 6: Renewable Procurement and Low Latency Increasingly Dictate Data Center Locations and Design
Data-Center
February 24, 2026

  JERA and AWS Explore Renewable Power Supply Partnership for Data Centers JERA announced on February 5 that it has begun discussions with Amazon Web...

Power Futures Trading Climbs to 96% of Spot Volumes
Electricity
February 24, 2026

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...

Data Center Market Update 5: Clean Power and New Infrastructure Models Enter Japan’s Data Center Sector
Data-Center
February 17, 2026

  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...

METI Allows BG-Based Joint Procurement for Retail Supply Obligations
Retail Market
February 17, 2026

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...

Data Center Market Update 4: DC Growth Drives Power Integration and Hyperscale Development
Data-Center
February 10, 2026

  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)...

Japan Modifies Proposed FY2026 Balancing-Market Reforms
Balancing Market
February 8, 2026

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...

January 2026 Newsletter
Carbon Markets & Policy
February 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...

DC Update 3: On-Site Gas Cogeneration & AI Energy Savings
Data-Center
February 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...

Japan Shifts FIT/FIP Support Away From New Ground-Mounted Solar
Japan Energy Policy
February 1, 2026

  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...

Data Center Market Update 2: OCCTO’s 10-Year Demand Forecast
Data-Center
January 27, 2026

  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...

Government Unveils Selection Timeline for GX Strategic Area DC Clusters
Data-Center
January 26, 2026

  While there are financial support measures for data center (DC) operators (as we covered in our previous newsletter), the government also plans to subsidize...

Data Center Market Update 1: Wind Power, and On-Site Gas-Fired DCs
Data-Center
January 20, 2026

  Toyota Tsusho and its renewable energy subsidiary, Eurus Energy Holdings, announced they will develop Soya Green Data Center I (tentative name), a 3 MW...

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