#Japan #Tokyo #Geopolitical Risks #JPI Seminar #Tohoku Electric

Introduction

The upcoming seminar hosted by the Japan Planning Institute (JPI) on June 29, 2026, will delve into the comprehensive strategies employed by Tohoku Electric Power Company. The seminar, led by Nobuhiro Shibamoto, Deputy Manager of the Business Strategy Department, aims to explore how the company optimizes its value chain from fuel procurement to electricity sales. This comes at a time when geopolitical tensions, particularly those surrounding Russia, Ukraine, and the Middle East, are reshaping the energy landscape.

Understanding Geopolitical Risks

In recent years, the energy sector has faced unprecedented challenges due to geopolitical tensions that have destabilized fuel prices and supply chains. This seminar seeks to address these issues by providing a framework for power companies to maintain and enhance their competitiveness.

Increased Uncertainty

The ongoing uncertainty in global markets has forced businesses to reconsider their energy portfolios and procurement strategies. Participants will gain practical insights into the design of a generation portfolio and a diversified approach to fuel sources, crucial for adapting to these dynamic conditions.

Seminar Outcomes

Attendees can expect to glean valuable knowledge that applies to various sectors within the energy industry. This includes:

• - Designing resilient energy portfolios in light of geopolitical uncertainty.
• - Integrating fuel procurement with risk management practices.
• - Analyzing the entire value chain from electricity generation to sales to identify optimization opportunities.

Target Audience

The seminar is tailored for professionals involved in energy and power generation planning, trading, and supply chain management. Key sectors include:

• - Power and energy companies focusing on business strategy.
• - Departments responsible for generation, procurement, and supply management.
• - Trading areas involved in retail energy and market transactions.
• - Financial institutions and trading companies engaged in energy investments and infrastructure.

Key Topics to be Covered

1. Energy Environment Recognition in Geopolitical Context
- Structural changes in geopolitical risks: Ukraine, Middle East, US-China relations
- Impacts on the electricity business: Fuel price instability and market competition

2. Redefining Competitiveness in Power Business
- Traditional competitive axes and their limitations
- Key factors under geopolitical risk: Stability and flexibility in procurement

3. Positioning of Tohoku Electric's Generation Strategy
- Characteristics of the generation portfolio: Role of thermal, renewable, and hydro power
- Local characteristics influencing generation business: Demand structure and natural conditions

4. Fuel Procurement Strategies and Risk Management
- Types of procurement risks: Price and supply interruption
- Enhancing procurement strategies: Combining long-term contracts with spot purchasing

5. Strategies for Electricity Sales and Market Response
- Changes in wholesale and retail markets
- Aligning generation and procurement with sales for optimized market engagement

6. Optimizing the Entire Value Chain
- Transitioning from partial to overall optimization
- Integrated design of generation, procurement, and sales

7. Concluding Insights and Future Direction
- Presentation of future suggestions in light of evolving market conditions

8. Interactive Q&A
9. Networking Opportunity
Participants will have a unique chance to engage directly with the speaker and connect with peers from different industries, facilitating networking and new collaboration opportunities.

Participation Details

Participants can choose to attend in-person or via live stream, with an option for archived content. The registration fee is set at 37,850 JPY per person, with discounts available for group registrations.

Closing

This seminar promises to be a significant opportunity for industry professionals to expand their knowledge and connect with others in the field. With insights from experienced practitioners, attendees will be better equipped to navigate the complex energy landscape shaped by geopolitical events.