Winter supply-demand tightness caused by large-scale solar deployment and the suspension or retirement of thermal power plants
First written in FY2023-Q2. 2 of 3 entries say "Worsened", first in FY2024-Q3. Latest entry: FY2025.
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- FY2025WorsenedAnnual report
「In addition, as large amounts of variable renewable generation with unstable output are deployed, there are concerns that supply-demand conditions in Japan could deteriorate if unexpected increases in demand caused by abnormal weather coincide with lower solar generation and other factors caused by bad weather, and if equipment problems occur or an unforeseen event arises in a resource-producing country.」
Regarding the risk of supply-demand tightness in winter and other periods, the company presents a scenario in which domestic supply-demand conditions deteriorate due to the combination of large-scale deployment of variable renewable generation, increased demand caused by abnormal weather, lower generation caused by bad weather, equipment problems, and unforeseen events in resource-producing countries. - FY2024-Q3WorsenedAnnual report
「In addition, as large amounts of variable renewable generation, including solar power, are being deployed, supply-demand tightness is becoming more likely in winter, when increased demand coincides with lower solar generation and other factors. There are concerns that supply-demand conditions in Japan could deteriorate if equipment problems occur or an unforeseen event arises in a resource-producing country.」
Regarding the risk of winter supply-demand tightness, the company explicitly identifies the potential for domestic supply-demand conditions to deteriorate due to equipment problems or unforeseen events in resource-producing countries, in addition to the large-scale deployment of variable renewable generation. - FY2023-Q2First statedAnnual report
「In particular, while large-scale solar power deployment is advancing, the suspension or retirement of existing thermal power plants and other factors are making it more likely that supply and demand will become tight in winter, when demand increases as solar power generation declines.」
Against a backdrop of large-scale solar deployment and the suspension or retirement of existing thermal power plants, the company identifies winter supply-demand tightness, when increased demand coincides with lower solar generation, as a new risk. It also lists measures including soliciting bids for additional power sources, confirming available supply capacity based on fuel inventories, and improving the accuracy of renewable power output forecasts.