Shulman Advisory

Capacity Market Reforms Create New Opportunities Amid Tightening Supply

Publication date: Nov 3, 2026  Capacity Market Reforms Create New Opportunities Amid Tightening Supply Japan’s capacity market is undergoing significant reforms as the country prepares for rising electricity demand, particularly from AI-driven data centers. These changes will reshape how future generation capacity is secured, with important implications for investment decisions, revenue opportunities, and business strategies …

OCCTO Awards 7.3 GW in Latest LTDA Round, With BESS Competition Easing

Publication date: June 5, 2026 OCCTO Awards 7.3 GW in Latest LTDA Round, With BESS Competition Easing The Organization for Cross-regional Coordination of Transmission Operators (OCCTO) has announced the results of the third round of the Long-Term Decarbonized Power Source Auction (LTDA). Total bidding volume reached 10.856 GW, of which 7.299 GW was awarded. The …