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 Proposes New Supplementary Auction to Retain Aging Thermal Power Plants

Publication date: Sept 18, 2026  OCCTO Proposes New Supplementary Auction to Retain Aging Thermal Power Plants 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 procure additional capacity one to three years before delivery, alongside the existing main auction (T-4) …