Energy supply the near-term problem for Japanese PV supply chain

Facebook
Twitter
LinkedIn
Reddit
Email

The initial reports from a key number of PV manufacturers and suppliers highlighted that little damage to manufacturing operations occurred as a result of the massive earthquake last Friday. However, concern is now focused on the shortage of electricity that affects approximately 45 million people in Tokyo Electric Power Co (TEPCO) service area covering Tokyo, Tochigi, Gunma, Ibaraki, Chiba, Kanagawa, Saitama and Yamanashi prefectures.

TEPCO said that its service area would be divided into 5 zones and would need to suspend electricity supply for several hours each day to each zone on a rolling basis.

This article requires Premium SubscriptionBasic (FREE) Subscription

Unlock unlimited access for 12 whole months of distinctive global analysis

Photovoltaics International is now included.

  • Regular insight and analysis of the industry’s biggest developments
  • In-depth interviews with the industry’s leading figures
  • Unlimited digital access to the PV Tech Power journal catalogue
  • Unlimited digital access to the Photovoltaics International journal catalogue
  • Access to more than 1,000 technical papers
  • Discounts on Solar Media’s portfolio of events, in-person and virtual

Or continue reading this article for free

However, Tokyo is being sparred cuts at the moment as central government, company headquarters and financial institutions are heavily located in the capital city.

The Japanese Government has urged the country to conserve energy for the time being, which was also followed by major industries, resulting in plant closures across the country.

With TEPCO suffering from acute energy transmission shortages due to the shutdown of nuclear reactors along the east coast region of the country, the utility said that rolling blackouts would more than likely remain in place through to the end of April.

However, other power providers such as Tohoku Electric Power Co did not expect to implement blackouts, though it would be constantly evaluating the situation.

A prolonged disruption to power supplies would be expected to disrupt PV manufacturers output over the coming months, though with many in central and southern regions, disruptions could be minimal.

The problem will focus on those suppliers that do become impacted by TEPCO’s rolling blackouts, which would be expected to reduce capacity output during this period and could impact customers in other regions in their ability to continue full production.

In the case of previous major earthquakes in industrialized nations, such as Taiwan, which saw replacement equipment parts and materials hold back a return to full production, long after power supplies were restored.

Thermal processes such as ingot production depends on highly reliable power supplies as the processes have long cycle times. Despite planned blackouts, production would be severely limited or completely curtailed until full restoration of power. 

Read Next

June 27, 2025
Statkraft has signed PPAs with Better Energy to purchase energy from two solar power plants in Poland with a total capacity of 64GWh.
June 27, 2025
Solar developer Lightsource bp has signed a power purchase agreement (PPA) with a subsidiary of Taiwanese energy firm HD Renewable Energy (HDRE).
June 27, 2025
PV Tech spoke to Monika Paplaczyk about recent changes in the UK energy mix and opportunities for investors in the solar sector.
Premium
June 27, 2025
PV Talk: '2024 was a transformational year in terms of energy policy,' says Monika Paplaczyk ahead of this year's Clean Power 2030 Summits.
June 27, 2025
Japanese power company Jera has formed a joint venture (JV), MUJI Energy, with Japanese retailer Ryohin Keikaku to develop solar PV projects.
June 26, 2025
A round-up of news from the US solar sector this week, including Akuo, Meta and RWE.

Subscribe to Newsletter

Upcoming Events

Upcoming Webinars
June 30, 2025
10am PST / 6pm BST
Solar Media Events
July 1, 2025
London, UK
Solar Media Events
July 1, 2025
London, UK
Media Partners, Solar Media Events
July 2, 2025
Bangkok, Thailand
Media Partners, Solar Media Events
September 2, 2025
Mexico City, Mexico