Shulman Advisory

Tag Archives: Power Supply

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 …

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ENEOS 431 MW Negishi Plant Closure Highlights Challenge of Replacing Thermal Plants

Publication date: Sept 4, 2026  ENEOS 431 MW Negishi Plant Closure Highlights Challenge of Replacing Thermal Plants 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 1, citing JEPX data published a year ago. An ENEOS spokesperson confirmed the closure …

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JEPX Spot Price Hits Three-and-a-Half-Year High Despite Adequate Summer Reserves

Publication date: Aug 10, 2026  JEPX Spot Price Hits Three-and-a-Half-Year High Despite Adequate Summer Reserves Despite record-breaking heat this summer so far, the Ministry of Economy, Trade and Industry (METI) has refrained from issuing electricity conservation requests as reserve margins from July through September are expected to remain above the 3% minimum required for stable …

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