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Nuclear Delays to Boost Japan’s LNG Demand This Winter
The delayed restart of two Japanese nuclear generation facilities is expected to boost Japan’s LNG imports by 1% year on year in the October-March period according to BNEF.
- The restart of Tokyo Electric Power’s 1.4GW Kashiwazaki-Kariwa reactor has likely been delayed to January 2024, from October this year previously scheduled.
- Chugoku Electric was also getting ready to restart its 0.8GW Shimane No 2 reactor in 2Q24, but a newly released schedule confirms this will not happen before August next year.
- Chugoku Electric could be undercontracted for LNG in 2024, given that volumes purchased under a recent tender weren’t made public. The utility currently relies on a single 0.4mn ton agreement with TotalEnergies for its LNG supply.
- In total, these delays could boost LNG demand for electricity by 0.7mn tons across October 2023 to August 2024, as gas-fired power plants will likely ramp up to compensate for the lower nuclear generation.
- Meanwhile, Tohoku Electric’s Onagawa No 2 reactor is still due to restart on schedule by February.
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.