Japan's Nuclear Power Revival Enters Supply Chain Rebuilding Phase, with Spent Fuel and Engineering Capacity as Key Constraints
As Japan advances energy security, reduces dependence on fossil fuel imports, and expands low-carbon electricity supply, the focus of the country's nuclear power market is shifting from mere reactor restarts to a comprehensive supply chain rebuild covering manufacturing, operations and maintenance, life extension, fuel cycle, and waste management. GlobalData estimates Japan's nuclear power generation at 101.0 TWh in 2025 and projects it to increase to 123.3 TWh by 2035. Japan's policy target is to maintain nuclear power at approximately 20% to 22% of the electricity generation mix. Based on total annual electricity demand of approximately 1,050 TWh, a 20% nuclear share corresponds to about 210 TWh, while a 22% share corresponds to about 231 TWh. Compared with the 2025 nuclear generation figure of 101.0 TWh, the estimated gap is approximately 109 TWh to 130 TWh.
2026-08-18
