Shulman Advisory

Mid-Long Term Market to Adopt Continuous Trading for One-Year Delivery

Publication date: Oct 28, 2025  Mid-Long Term Market to Adopt Continuous Trading for One-Year Delivery Mid-Long Term Market to Adopt Continuous Trading for One-Year Delivery The Working Group (WG) on System Design based on the Review of Power System Reforms has been discussing the institutional design of Japan’s Mid-Long Term Market. The following are the …

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 …

Activating Flexibility: Growing Aggregator Business and Market Outlook

Publication date: Oct 1, 2025 Japan Moves to Develop Hydrogen and Ammonia Supply Chains Activating Flexibility: Growing Aggregator Business and Market Outlook Since the introduction of the “Designated Wholesale Supply Business Operator System” (commonly referred to as the aggregator system) in April 2022, the aggregation business has expanded rapidly in Japan. An aggregator is a …

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 …