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 38: Large-Scale Data Center Development Gains Momentum
Data-Center
October 6, 2026

  JERA to develop data center powered by up to 400 MW at Chiba thermal power station JERA announced that it will develop a data...

Japan’s GX-ETS Market Design: Implications for Power Prices and Market Dynamics
Market Updates
October 5, 2026

  Key Takeaways Japan’s GX-ETS is moving toward full implementation, with mandatory participation for large emitters beginning in FY2026 and a dedicated emissions allowance trading...

Japan’s Household Electricity Bills to Hit Record Highs in October as Subsidies End
Market Updates
October 2, 2026

  Japan’s ten major utilities say household electricity bills for power consumed in October will reach record highs. Under their government-approved regulated tariffs, bills for...

Mid-Long-Term Market Update: Trading Areas and Mandatory Generator Offers
Market Updates
October 2, 2026

  The planned Mid-Long-Term Market will allow electricity retailers to procure power one and three years ahead to meet their supply capacity obligations. The Mid-Long-Term...

Japan Data Center Update 37: Japan’s AI Data Center Expansion: The Race to Build and Power Capacity
Data-Center
September 30, 2026

  Japan’s AI data center capacity to more than quadruple by 2033 Japan’s AI data center capacity is set to more than quadruple by the...

Japan Data Center Update 36: Bypassing Grid Constraints, Tokyo Gas Engineering Solutions Tests Distributed and Off-Grid Power Data Centers
Data-Center
September 24, 2026

  TGES and Getworks partner on containerized data centers using underutilized sites TGES, a subsidiary of Tokyo Gas, and data center operator Getworks have entered...

New Power Traders Association to Make Policy Recommendations for the Planned Mid-Long-Term Market
Market Updates
September 18, 2026

  More than 20 companies engaged in physical power trading in Japan have established the Japan Power Traders Association (JPTA) to provide practical industry input...

OCCTO Proposes New Supplementary Auction to Retain Aging Thermal Power Plants
Market Updates
September 18, 2026

  At an expert meeting, the Organization for Cross-regional Coordination of Transmission Operators (OCCTO) proposed introducing a new ‘supplementary auction’ in the capacity market to...

Japan Data Center Update 35: GX Strategic Zones: Japan Targets GW-Scale Data Center Clusters Across Nine Zones
Data-Center
September 15, 2026

  The designated GX Strategic Zones by types are as follow: (1) Industrial Complex Redevelopment Type: One zone METI designated Kawasaki City, which plans to...

Japan Data Center Update 34: Next-Generation Technologies Reshape Data Center Deployment and Resilience
Data-Center
September 8, 2026

  NYK and partners develop port-based floating data center concept as step toward offshore deployment A consortium comprising NYK (Nippon Yusen Kaisha) Line, Eurus Energy...

METI Outlines License Revocation Procedure for Dormant Electricity Retailers
Retail Market
September 4, 2026

  Following the July 2026 amendments to the Electricity Business Act, the Ministry of Economy, Trade and Industry (METI) will be able to revoke a...

ENEOS 431 MW Negishi Plant Closure Highlights Challenge of Replacing Thermal Plants
Thermal Power
September 4, 2026

  According to Bloomberg, ENEOS Holdings will permanently close its 431 MW oil-fired integrated gasification combined-cycle plant at the Negishi refinery in Yokohama on September...

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