Shulman Advisory

Japan to Update Battery Industry Strategy With New Targets and Timelines

Publication date: June 30, 2026 Japan to Update Battery Industry Strategy With New Targets and Timelines 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 generation battery technology. In response to evolving conditions, the Ministry of Economy, Trade and …

METI Outlines Plan to Replace Up to 14 Nuclear Reactors by the 2050s

Publication date: June 23, 2026 METI Outlines Plan to Replace Up to 14 Nuclear Reactors by the 2050s The advisory body meeting of the Ministry of Economy, Trade and Industry (METI) has revealed a target to replace up to five nuclear reactors by the 2040s and a total of 11 to 14 reactors by the …

MoE Policy to Include Priority Support Models, More Perovskite Solar and Hourly Energy Management

Publication date: June 14, 2026 MoE Policy to Include Priority Support Models, More Perovskite Solar and Hourly Energy Management The Ministry of the Environment (MoE) has outlined its future policy direction for leading decarbonization regions – which aim to achieve net-zero CO2 emissions from electricity consumption by FY 2030. Based on progress and challenges identified …

Japan Data Center Update 19: Government and Industry Push Integrated Approaches to Data Center Development

Publication date: May 26, 2026  Japan Data Center Update 19: Government and Industry Push Integrated Approaches to Data Center Development Ministry of the Environment Offers Up to JPY 1 Billion for Low-Carbon Data Center Projects The Ministry of the Environment (MoE) launched a tender for subsidies supporting data center decarbonization through energy efficiency improvements and …

Japan Shifts to Annual Revisions of Wheeling Charges Under Revenue Cap System

Publication date: May 4, 2026 Japan Shifts to Annual Revisions of Wheeling Charges Under Revenue Cap System The Electricity and Gas Market Surveillance Commission (EGC) plans to revise wheeling (transmission) charge calculation methods under the revenue cap system for the second regulatory period (FY2028–FY2032), shifting from the current flat five-year structure to annual revisions. The …

METI to Limit Grid Connection Study Applications by Region to Manage Surge in BESS

Publication date: April 21, 2026 METI to Limit Grid Connection Study Applications by Region to Manage Surge in BESS The Ministry of Economy, Trade and Industry (METI)’s expert committee has recently decided to introduce a cap on the number of grid connection study applications per operator for grid-scale battery energy storage systems (BESS). The cap …

JEPX System Upgrades: Shift to API-Based Trading Reshapes Market Access

Publication date: April 7, 2026 JEPX System Upgrades: Shift to API-Based Trading Reshapes Market Access JEPX will begin rolling out its upgraded trading system from April 2026, with a phased transition across spot and intraday markets extending through FY2026. The key change lies in the migration from browser-based trading to API (Application Programming Interface) -driven …

METI Further Clarifies Key Elements of the Retailer Obligation Framework

Publication date: March 30, 2026 METI Further Clarifies Key Elements of the Retailer Obligation Framework In our previous newsletter, Japan’s Power Market News Week 7, we noted that the Working Group (WG) on System Design Based on the Review of Power System Reforms would further examine key design issues regarding the planned retailer’s obligation 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 …

METI Allows BG-Based Joint Procurement for Retail Supply Obligations

Publication date: Feb 17, 2026 METI Allows BG-Based Joint Procurement for Retail Supply Obligations The Ministry of Economy, Trade and Industry’s (METI) Working Group (WG) on System Design Based on the Review of Power System Reforms decided the following points regarding the planned retailer’s obligation to secure 50% and 70% of supply volumes (in kWh) …