Shulman Advisory

Japan’s Perovskite Solar Market Projected to Reach 12.5 GW by FY2040

Publication date: May 26, 2026 Japan’s Perovskite Solar Market Projected to Reach 12.5 GW by FY2040 Yano Research Institute released a forecast for Japan’s perovskite market, including tandem-type cells that stack multiple solar cell layers. The institute projects that total domestic installations of single-junction and tandem-type perovskite solar cells will reach 1.822 GW in 2035, …

Japan Data Center Update 17: Utsunomiya Tender, TEPCO PG Aiming to Halve Connection Lead Time, and Tighter Capacity Rules

Publication date: May 13, 2026  Japan Data Center Update 17: Utsunomiya Tender, TEPCO PG Aiming to Halve Connection Lead Time, and Tighter Capacity Rules Utsunomiya Becomes Japan’s First City to Launch a Public Tender for Data Center Development Nikkei reported that Utsunomiya will become the first city in Japan to launch a public tender to …

Japan’s Data Center Build-Out: Bottlenecks and Strategic Direction

Publication date: March 3, 2026  Japan’s Data Center Build-Out: Bottlenecks and Strategic Direction Data centers (DCs) are becoming a significant influence on Japan’s energy landscape. Domestic DC energy demand is growing rapidly and is expected to increase from 0.47 GW in FY2025 to 6.16 GW in FY2034 (OCCTO). In anticipation of future DC expansion, the …

Power Futures Trading Climbs to 96% of Spot Volumes

Publication date: Feb 24, 2026 Power Futures Trading Climbs to 96% of Spot Volumes In January 2026, trading volumes in Japan’s electricity futures market nearly matched the size of the spot market. The combined futures trading volume of the European Energy eXchange (EEX) and the Tokyo Commodity Exchange (TOCOM) under Japan Exchange Group (JPX) reached …

January 2026 Newsletter

Publication date: Feb 5, 2026  Japan’s ETS Takes Shape: FY2026 Rule-Making Will Define Future Carbon Costs for Power and Industry From April this year, Japan will take a decisive step into carbon pricing with the launch of its first full-scale emissions trading system (ETS). Covering an estimated 300 to 400 companies and nearly 60% of …