
Sign up to save your podcasts
Or
Japan’s power market is creating a stir. Having faced natural disasters, global energy crises and ever more extreme periods of weather, the world’s third-largest liberalized power market has had to contend with some almighty challenges in recent years, and yet it has still piqued the interest of foreign investors. The long process of restarting Japan’s nuclear fleet, completely shuttered after the Fukushima disaster, has dragged on, and with little available land, utility-scale renewables have traditionally struggled to gain a foothold. To fill the energy void, the resource-poor nation has had to import coal, gas and oil to fuel its power plants. Yet the arrival of energy-intensive data centers and semiconductor manufacturing plants mean power demand is once again on the rise, and with it new opportunities for energy installations. On today’s show, Tom is joined by two analysts from BNEF’s Global Power Markets Team, Mariko O’Neil and Yumi Kim, to discuss key findings from the report “Japan Power Market Outlook 2H 2024: Tailwinds Ahead”.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Japan Power Market Outlook 2H 2024: Tailwinds Ahead - https://www.bnef.com/insights/34981
See omnystudio.com/listener for privacy information.
4.7
9191 ratings
Japan’s power market is creating a stir. Having faced natural disasters, global energy crises and ever more extreme periods of weather, the world’s third-largest liberalized power market has had to contend with some almighty challenges in recent years, and yet it has still piqued the interest of foreign investors. The long process of restarting Japan’s nuclear fleet, completely shuttered after the Fukushima disaster, has dragged on, and with little available land, utility-scale renewables have traditionally struggled to gain a foothold. To fill the energy void, the resource-poor nation has had to import coal, gas and oil to fuel its power plants. Yet the arrival of energy-intensive data centers and semiconductor manufacturing plants mean power demand is once again on the rise, and with it new opportunities for energy installations. On today’s show, Tom is joined by two analysts from BNEF’s Global Power Markets Team, Mariko O’Neil and Yumi Kim, to discuss key findings from the report “Japan Power Market Outlook 2H 2024: Tailwinds Ahead”.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Japan Power Market Outlook 2H 2024: Tailwinds Ahead - https://www.bnef.com/insights/34981
See omnystudio.com/listener for privacy information.
403 Listeners
443 Listeners
1,254 Listeners
2,165 Listeners
392 Listeners
965 Listeners
28 Listeners
124 Listeners
504 Listeners
189 Listeners
128 Listeners
59 Listeners
65 Listeners
138 Listeners
31 Listeners
77 Listeners
603 Listeners
4 Listeners
203 Listeners
262 Listeners
56 Listeners
2 Listeners
53 Listeners
7 Listeners
195 Listeners
12 Listeners
232 Listeners
18 Listeners
50 Listeners
93 Listeners
83 Listeners
380 Listeners
140 Listeners
74 Listeners