日本の電力市場レポート：発電源別、地域別、2025年～2033年

日本の電力の市場規模は2024年に965.4 TWhに達しました。今後、IMARC Groupは、2033年には1,348.5 TWhに達し、2025年から2033年にかけて3.50%の成長率（CAGR）を示すと予測しています。グリーンエネルギー・ソリューション、エネルギー効率の高い家電製品、日常生活における持続可能な実践に対する需要の高まりが、主に日本の電力市場の成長を牽引しています。再生可能エネルギー政策、国際協力、持続可能な市場開拓に関する意識の高まり、技術の進歩、気候変動の緩和なども地域市場を牽引しています。

本レポートで扱う主な質問

• 日本の電力市場はこれまでどのように推移し、今後どのように推移するのか？
• COVID-19が日本の電力市場に与えた影響は？
• 日本の電力市場の発電源別区分は？
• 日本の電力市場のバリューチェーンにおける様々な段階とは？
• 日本の電力の主な促進要因と課題は？
• 日本の電力市場の構造と主要プレーヤーは？
• 日本の電力市場における競合の程度は？

目次

第1章 序文

第2章 調査範囲と調査手法

• 調査の目的
• ステークホルダー
• データソース
• 市場推定
• 調査手法

第3章 エグゼクティブサマリー

第4章 日本の電力市場：イントロダクション

• 概要
• 市場力学
• 業界動向
• 競合情報

第5章 日本の電力市場情勢

• 過去および現在の市場動向（2019～2024年）
• 市場予測（2025～2033年）

第6章 日本の電力市場：発電源別内訳

• サーマル
• 水力
• 再生可能
• その他

第7章 日本の電力市場：競合情勢

• 概要
• 市場構造
• 市場企業のポジショニング
• 主要成功戦略
• 競合ダッシュボード
• 企業評価象限

第8章 主要企業のプロファイル

第9章 日本の電力市場：業界分析

• 促進要因、抑制要因、機会
• ポーターのファイブフォース分析
• バリューチェーン分析

第10章 付録

Japan power market size reached 965.4 TWh in 2024. Looking forward, IMARC Group expects the market to reach 1,348.5 TWh by 2033, exhibiting a growth rate (CAGR) of 3.50% during 2025-2033. The increasing demand for green energy solutions, energy-efficient appliances, and sustainable practices in daily life is primarily driving the Japan power market growth. Renewable energy policies, international collaborations, surging awareness regarding sustainable development, technological advancements, climate change mitigation, etc., are also driving the regional market.

Japan Power Market Analysis:

• Major Market Drivers: The rising digitalization along with the numerous government initiatives promoting renewable installations, providing subsidies, and setting ambitious clean energy targets are spurring both public and private sector investments in the power industry, thereby stimulating the Japan power market demand.
• Key Market Trends: The growing focus on strengthening nuclear power coupled with the ongoing refurbishment of energy storage and smart grid facilities, is further expected to escalate the market growth. Moreover, Japan has a long-standing focus on energy efficiency due to its limited domestic energy resources and high energy import dependency, thereby propelling the Japan power industry's growth.
• Challenges and Opportunities: Energy security, grid modernization, energy transition costs, and regulatory uncertainty are some of the key challenges that the market is facing. However, modernizing the grid with smart grid technologies, sensors, and digital platforms enhances grid flexibility, optimizes asset management, and empowers consumers to participate in demand-side management programs. Digitalization presents opportunities for efficiency gains and new business models in the power sector.

Japan Power Market Trends:

Renewable Energy Growth

Renewable energy growth is a significant driver of the expansion and transformation of Japan's power market. The rising government efforts to reduce carbon emissions and alleviate the usage of fossil fuels in the power sector are driving the adoption of renewable resources. For instance, according to the article published by the U.S. Energy Information Administration, the Japanese government has established energy policies aiming at achieving carbon neutrality, or net-zero greenhouse gas (GHG) emissions, by 2050 through emissions reductions in the electric generation, industrial, and transportation sectors. In the electric power sector, government regulations set 2030 targets for expedited investment in renewable capacity, greater nuclear generation, and reduced usage of fossil fuels for electricity generation. Moreover, the expansion of renewable energy, including solar, wind, biomass, and geothermal, diversifies Japan's energy sources. This reduces reliance on imported fossil fuels, enhancing energy security and resilience against supply disruptions and price volatility in global markets. For instance, Japan's GX (Green Transformation) Decarbonization Power Supply Bill (approved in April 2023) aimed to increase the contribution of non-fossil fuel generation sources to 59% of the generation mix by 2030, up from 31% in 2022. Policies aimed to raise the share of renewable electricity sources, including solar, wind, hydropower, geothermal, and biomass, from 26% in 2022 to 36%-38% by 2030. These factors are further proliferating the power industry in Japan.

Adoption of Hydrogen Power Energy

Japan has developed a comprehensive vision for a "hydrogen society" as part of its efforts to decarbonize the economy and reduce reliance on fossil fuels. The government has set ambitious targets to become a global leader in hydrogen technology and aims to establish a supply chain for producing, transporting, and utilizing hydrogen across various sectors, including power generation, transportation, industry, and residential applications. For instance, in June 2023, the Japanese government amended its "Hydrogen Basic Strategy" launched in 2017. The updated Hydrogen Basic Strategy outlines Japan's hydrogen strategy over the next five years. The basic strategy set new goals that include increasing the supply of hydrogen and ammonia in Japan, to 3 million tons by 2030, to 12 million tons by 2040 and to 20 million tons by 2050. It also aimed to expand the number of water electrolysis equipment with Japan-made parts to roughly 15GW globally by 2030. In addition to this, in terms of power generation, Japan would promote the development of high-hydrogen-mixed combustion systems, as well as 30%- and 100%-hydrogen combustion systems. These factors are further contributing to the Japan power market share. Moreover, establishing a hydrogen infrastructure is critical for the widespread adoption of hydrogen energy in Japan. The government and private companies are investing in infrastructure development, including hydrogen production facilities, storage tanks, transportation networks, and refueling stations for hydrogen-powered vehicles and fuel cell buses. For instance, in April 2024, Mitsui O.S.K. Lines (MOL) started Hanaria, a hydrogen and biofuel hybrid passenger ship in Kitakyushu. Also, in September 2023, Mitsubishi Power, a power solution brand of Mitsubishi Heavy Industries, Ltd. (MHI), launched Takasago Hydrogen Park, the world's first complete hydrogen validation facility, which is located in west central Japan.

Rapid Technological Advancements

Japan is investing in smart grid technologies to modernize its power grid infrastructures. Smart meters, energy storage, sensors, communication systems, and advanced analytics enable real-time monitoring, control, and optimization of electricity distribution, improving grid reliability, efficiency, and resilience. For instance, in October 2023, JERA Co., Inc. (JERA) and Toyota Motor Corporation (Toyota) launched the Sweep Energy Storage System in Japan. Moreover, innovations in energy storage technologies, such as lithium-ion batteries, flow batteries, and pumped hydro storage, support the integration of intermittent renewable energy sources and enhance grid stability. For instance, in May 2024, Stonepeak, an infrastructure investment firm, collaborated with CHC, a Singapore-based battery energy storage system BESS developer, to progress BESS projects across Japan. In addition to this, Japan invested in EV infrastructure, including charging stations, smart charging solutions, and vehicle-to-grid (V2G) technologies. In addition, innovations in EV batteries, charging protocols, and grid integration support the electrification of transportation and facilitate the transition towards a low-carbon transportation sector. For instance, in April 2024, the Audi charging hub was launched in Tokyo. Situated in the Kioicho business sector, this facility has four fast-charging outlets that can provide up to 150 kW of power each. These factors are positively influencing the Japan power market forecast.

Japan Power Market Segmentation:

Breakup by Generation Source:

• Thermal
• Hydro
• Renewable
• Others

Thermal power plants, primarily fueled by liquefied natural gas (LNG), coal, and oil, have traditionally been a major source of electricity generation in Japan. These plants use combustion or steam turbines to convert the energy released from burning fossil fuels into electricity. Moreover, hydropower has been a significant source of renewable energy in Japan, contributing to electricity generation through the use of flowing water to drive turbines and generate electricity. Japan's mountainous terrain and numerous rivers provide ample opportunities for hydropower development. Besides this, Japan has been actively promoting the expansion of renewable energy sources, including solar, wind, biomass, and geothermal power. Solar energy, in particular, has experienced rapid growth, with millions of rooftop solar installations and utility-scale solar farms across the country. Wind power capacity is also increasing, especially offshore wind projects along Japan's coastlines. While nuclear power has historically been a significant source of electricity generation in Japan. Before the Fukushima Daiichi nuclear disaster in 2011, nuclear reactors provided around 30% of Japan's electricity.

Competitive Landscape:

The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Competitive analysis such as market structure, key player positioning, top winning strategies, competitive dashboard, and company evaluation quadrant has been covered in the report. Also, detailed profiles of all major companies have been provided.

Japan Power Market News:

• May 2024: Stonepeak, an infrastructure investment firm, collaborated with CHC, a Singapore-based battery energy storage system BESS developer, to progress BESS projects across Japan.
• May 2024: PAG announced the launch of PAG REN I to support Japan in achieving its solar energy targets, which include adding 108GW of solar power by 2030.
• April 2024: Mitsui O.S.K. Lines (MOL) started Hanaria, a hydrogen and biofuel hybrid passenger ship in Kitakyushu.

Key Questions Answered in This Report:

• How has the Japan power market performed so far and how will it perform in the coming years?
• What has been the impact of COVID-19 on the Japan power market?
• What is the breakup of the Japan power market on the basis of generation source?
• What are the various stages in the value chain of the Japan power market?
• What are the key driving factors and challenges in the Japan power?
• What is the structure of the Japan power market and who are the key players?
• What is the degree of competition in the Japan power market?

Table of Contents

1 Preface

2 Scope and Methodology

• 2.1 Objectives of the Study
• 2.2 Stakeholders
• 2.3 Data Sources
  • 2.3.1 Primary Sources
  • 2.3.2 Secondary Sources
• 2.4 Market Estimation
  • 2.4.1 Bottom-Up Approach
  • 2.4.2 Top-Down Approach
• 2.5 Forecasting Methodology

3 Executive Summary

4 Japan Power Market - Introduction

• 4.1 Overview
• 4.2 Market Dynamics
• 4.3 Industry Trends
• 4.4 Competitive Intelligence

5 Japan Power Market Landscape

• 5.1 Historical and Current Market Trends (2019-2024)
• 5.2 Market Forecast (2025-2033)

6 Japan Power Market - Breakup by Generation Source

• 6.1 Thermal
  • 6.1.1 Overview
  • 6.1.2 Historical and Current Market Trends (2019-2024)
  • 6.1.3 Market Forecast (2025-2033)
• 6.2 Hydro
  • 6.2.1 Overview
  • 6.2.2 Historical and Current Market Trends (2019-2024)
  • 6.2.3 Market Forecast (2025-2033)
• 6.3 Renewable
  • 6.3.1 Overview
  • 6.3.2 Historical and Current Market Trends (2019-2024)
  • 6.3.3 Market Forecast (2025-2033)
• 6.4 Others
  • 6.4.1 Historical and Current Market Trends (2019-2024)
  • 6.4.2 Market Forecast (2025-2033)

7 Japan Power Market - Competitive Landscape

• 7.1 Overview
• 7.2 Market Structure
• 7.3 Market Player Positioning
• 7.4 Top Winning Strategies
• 7.5 Competitive Dashboard
• 7.6 Company Evaluation Quadrant

8 Profiles of Key Players

• 8.1 Company A
  • 8.1.1 Business Overview
  • 8.1.2 Product Portfolio
  • 8.1.3 Business Strategies
  • 8.1.4 SWOT Analysis
  • 8.1.5 Major News and Events
• 8.2 Company B
  • 8.2.1 Business Overview
  • 8.2.2 Product Portfolio
  • 8.2.3 Business Strategies
  • 8.2.4 SWOT Analysis
  • 8.2.5 Major News and Events
• 8.3 Company C
  • 8.3.1 Business Overview
  • 8.3.2 Product Portfolio
  • 8.3.3 Business Strategies
  • 8.3.4 SWOT Analysis
  • 8.3.5 Major News and Events
• 8.4 Company D
  • 8.4.1 Business Overview
  • 8.4.2 Product Portfolio
  • 8.4.3 Business Strategies
  • 8.4.4 SWOT Analysis
  • 8.4.5 Major News and Events
• 8.5 Company E
  • 8.5.1 Business Overview
  • 8.5.2 Product Portfolio
  • 8.5.3 Business Strategies
  • 8.5.4 SWOT Analysis
  • 8.5.5 Major News and Events

9 Japan Power Market - Industry Analysis

• 9.1 Drivers, Restraints and Opportunities
  • 9.1.1 Overview
  • 9.1.2 Drivers
  • 9.1.3 Restraints
  • 9.1.4 Opportunities
• 9.2 Porters Five Forces Analysis
  • 9.2.1 Overview
  • 9.2.2 Bargaining Power of Buyers
  • 9.2.3 Bargaining Power of Suppliers
  • 9.2.4 Degree of Competition
  • 9.2.5 Threat of New Entrants
  • 9.2.6 Threat of Substitutes
• 9.3 Value Chain Analysis

10 Appendix