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 Update 28: Workload Shifting and GX Strategy Drive Japan’s Data Center Decentralization
Data-Center
July 28, 2026

  PowerX and HIGHRESO jointly explore BESS-equipped GPU data centers BESS manufacturer PowerX and GPU data center operator HIGHRESO have signed an MoU to explore...

Balancing Market Price Caps Are Lowered to JPY 10/ΔkW-30 Min from September
Balancing Market
July 25, 2026

  The Ministry of Economy, Trade and Industry (METI) presented a policy at the Power Supply Stability Working Group (WG) to lower the price caps...

Japan Data Center Update 27: Data Center Decentralization Drives Nationwide Grid Investment
Data-Center
July 21, 2026

  Japan’s major utilities to add 15 GW of substation capacity amid data center demand growth Eight major utilities, including TEPCO, will strengthen transmission infrastructure...

Japan to Launch First Off-Site Nuclear PPA
Nuclear
July 20, 2026

Kansai Electric Power announced that it will sell electricity generated by existing nuclear power plants together with environmental certificates under an off-site PPA framework, which...

Japan Power & Energy Brief: June 2026
Energy
July 20, 2026

Five developments shaping Japan’s power market this month, from the government’s plan to replace up to 14 nuclear reactors to a surge in solar curtailment...

The Okhotsk Story: What Happened to the Hot Summer?
Weather Forecast
July 16, 2026

  The Okhotsk Story: What Happened to the Hot Summer? What happened Every major forecaster predicted a hot summer. Instead, June was the coolest in...

Japan Data Center Update 26: Kyushu Emerges as Data Center and Related Manufacturing Hub
Data-Center
July 15, 2026

  Partial construction of the 350 MW data center project in Satsumasendai to start FY2026 Satsumasendai City has disclosed the schedule for one of Japan’s...

LTDA To Better Reflect Rising Costs From 2027
LTDA
July 10, 2026

The Ministry of Economy, Trade and Industry (METI) has held an expert meeting to discuss the new framework for the fourth round of the Long-Term...

Japan Data Center Update 25: Regulatory Easing and Utility Coordination Shape Japan’s AI Data Center Investment
Data-Center
July 7, 2026

  Shikoku Electric strengthens organization to attract data centers across four prefectures Shikoku Electric Power announced that it will strengthen its organization to attract data...

TEPCO Restructuring to Include SoftBank and Global Funds as Potential Partners
Energy
July 6, 2026

According to Nikkei, Tokyo Electricity Power Company (TEPCO) Holdings is advancing negotiations on an equity partnership centered on five potential partners. In addition to Japan-based...

Japan’s Nuclear Revival Faces Four Major Hurdles
Nuclear
July 1, 2026

  Key Takeaways Japan has set concrete targets for its nuclear power policy, but its nuclear revival faces four major challenges: nuclear waste management, gaining...

Japan to Update Battery Industry Strategy With New Targets and Timelines
Energy
June 30, 2026

Amid a global oversupply of batteries, Japan aims to differentiate its domestic production by focusing on high-value-added areas such as performance and safety, alongside next...

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