Shulman Advisory

Powering Through Winter: Japan’s 2025-26 Winter Weather Forecast

Publication date: Oct 16, 2025 Powering Through Winter: Japan’s 2025-26 Winter Weather Forecast Powering Through Winter: Japan’s 2025-26 Winter Weather Forecast Japan registered the hottest summer in history this year, surpassing the previous records in 2023 and 2024 (Nikkei). As Japan transitions from an eventful 2025 summer, we look ahead to winter and explore what …

Japan’s New Leader to Make Nuclear Center of Energy Strategy

Publication date: Oct 7, 2025 Japan’s new leader to make nuclear center of energy strategy Japan’s New Leader to Make Nuclear Center of Energy Strategy Former economic security minister Sanae Takaichi was elected on Saturday as the first female president of the Liberal Democratic Party and is now set to become Japan’s first female prime …

Navigating Japan’s Evolving Power Market

Publication date: Oct 2, 2025 Japan Moves to Develop Hydrogen and Ammonia Supply Chains Navigating Japan’s Evolving Power Market Japan’s electricity market has undergone a significant transformation since liberalization in 2016, but the landscape continues to evolve. Ten regional utilities still control around 80% of demand, while more than 700 new retailers compete for the …

What Market Participants Can Expect From JEPX’s New Trading System

Publication date: Sept 24, 2025 What Market Participants Can Expect From JEPX’s New Trading System What market participants can expect from JEPX’s new trading system The Japan Electric Power eXchange (JEPX) plans to revamp its trading systems in 2026, with the day-ahead (spot) market system set for renewal in February, followed by the intraday market …

Japan’s Simultaneous Market: The Power Trading Shift Coming After 2028

Publication date: Sept 11, 2025 Japan Moves to Develop Hydrogen and Ammonia Supply Chains Japan’s Simultaneous Market: The Power Trading Shift Coming After 2028 METI’s co-optimization framework aims to reshape electricity trading dynamics and create new opportunities for international market participants. Japan’s electricity market may soon undergo one of its most significant structural transformations since …

Japan’s Power Market Revolution: METI’s Bold Plan to Secure Demand Three Years Ahead

Publication date: Sept 11, 2025 Japan Moves to Develop Hydrogen and Ammonia Supply Chains Japan’s Power Market Revolution: METI’s Bold Plan to Secure Demand Three Years Ahead How new mandatory procurement rules could reshape trading opportunities and market dynamics. Japan’s Ministry of Economy, Trade and Industry (METI) is proposing a fundamental shift in how electricity …

Japan Plans to Expand Data Centres Near Decarbonized Power Sources

Publication date: Aug 22, 2025 Japan Plans to Expand Data Centres Near Decarbonized Power Sources Japan Plans to Expand Data Centres Near Decarbonized Power Sources At a recent GX Industrial Location Working Group (WG), Japan’s government announced the selection criteria for public applications for “GX (Green Transformation) Strategic Areas,” which supports regions transitioning to a …

Hokkaido and Tohoku Increase Transmission Charges Amid Sluggish Power Demand

Publication date: Aug 12, 2025 Hokkaido and Tohoku Increase Transmission Charges Amid Sluggish Power Demand Hokkaido and Tohoku Increase Transmission Charges Amid Sluggish Power Demand Due to sluggish electricity demand, Hokkaido Electric Power Network (PN) and Tohoku Electric Power Network (PN) have submitted a request to the Minister of Economy, Trade and Industry to raise …

Understanding Japan’s Capacity Market and the LTDA Framework

Publication date: Aug 1, 2025 Understanding Japan’s Capacity Market and the LTDA Framework In recent years, Japan has been investing in a capacity market to stabilize electricity supply and prices, while accelerating the introduction of decarbonized energy sources. This article explores the capacity market, which includes the single-year capacity auction and the Long-Term Decarbonized Power Source Auction (LTDA) — through …

METI to Mandate Retailers to Secure Part of Supply Volume (kWh) From Three Years Ahead

Publication date: July 14, 2025 METI to Mandate Retailers to Secure Part of Supply Volume (kWh) From Three Years Ahead METI to Mandate Retailers to Secure Part of Supply Volume (kWh) From Three Years Ahead METI’s Working Group (WG) on System Design Based on the Review of the Electricity System Reform has proposed a new …