Japanese power generation increased to 83.4TWh in July, up 23.5% m-o-m and up 4.9% y-o-y. Gas-fired generation continues to take much of the strain created by the post-Fukushima plunge in nuclear output, coming in at 35.9TWh, up 29.1% m-o-m and up 4.2% y-o-y. That said, coal-fired generation also remains supported at 26.7TWh, up 18.1% m-o-m and up 1.9% y-o-y. Oil-fired generation doubled from June’s level to 3.2TWh, although this was 26% lower y-o-y.
Japanese nuclear generation increased to 3.3TWh in July, up 9.5% m-o-m and up 145% y-o-y. This is the highest it’s been since January 2012, but it is still just a fraction of its pre-2011 level, when monthly output typically topped 23TWh. In fact, in a timely reminder of just how vulnerable the Japanese nuclear sector remains, it was announced last week that the planned restart of the 820MW Shimane No.2 reactor has been pushed back to April 2019 from the original target date of April 2018, due to the need for extra reinforcement work.
Japanese renewable generation increased to 8.1TWh in July, up 5.3% m-o-m and up 1.9% y-o-y. This includes hydro generation, which increased to 7.2TWh, up 11.8% m-o-m and up 4.4% y-o-y. On the other hand, generation from other renewables such as wind and solar declined to 0.9TWh, down 27.8% m-o-m and down 14.1% y-o-y.
Japanese power output increased to 5.27.1TWh over the first 7 months of the year, up 3% y-o-y. Thermal power output increased to 453TWh, up 12.4% y-o-y. This includes gas- and coal- fired output, which increased to 234.9TWh and 166TWh, up 14.9% and 15.8% y-o-y respectively. On the other hand, oil-fired generation declined to 21.3TWh, down 18.7% y-o-y.
Nuclear power generation jumped to 14.8TWh, up 45.6% y-o-y, although this was from a very low base.
Renewable generation increased to 53.9TWh over the Jan.-July period, up 7.6% y-o-y. Hydro generation increased to 44.9TWh, up 4% y-o-y. Generation from other renewable sources increased to 9TWh, up 30% y-o-y.