Shulman Advisory

Japan Data Center Update 27: Data Center Decentralization Drives Nationwide Grid Investment

Publication date: July 21, 2026  Japan Data Center Update 27: Data Center Decentralization Drives Nationwide Grid Investment Japan’s major utilities to add 15 GW of substation capacity amid data center demand growth Eight major utilities, including TEPCO, will strengthen transmission infrastructure by constructing or expanding substations at 30 locations nationwide to accommodate growing data center …

TEPCO to Include Faster Fuel Cost Pass-Through in Corporate Tariffs From April

Publication date: March 21, 2026 TEPCO to Include Faster Fuel Cost Pass-Through in Corporate Tariffs From April TEPCO will revise its tariff for corporate customers (super high-voltage and high-voltage) from April onward. Currently, the average fuel price from three to five months prior to the month of use is reflected in corporate electricity tariffs. However, …

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 …

Japan Accelerates Nuclear Restarts and Amends Public Financing Rules

Publication date: March 2, 2026 Japan Accelerates Nuclear Restarts and Amends Public Financing Rules On February 16, Tokyo Electric Power Company (TEPCO) resumed power transmission from Unit 6 of the Kashiwazaki-Kariwa Nuclear Power Plant in Niigata Prefecture, marking the first transmission from the unit in 14 years. It is the second reactor restart in East …