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EP.137 Global Project Finance Series in partnership with SMBC Group PART III - Asia

Energy Unplugged by Aurora

CHAPTER

The Downsides and Upsides of Merchant Prices in Japan

Some markets in APAC are still doing, you know, almost everything via long-term contracts and maintaining vertical integration. But at least some are deregulating. So again, thinking particularly of Japan, Rowan, I might ask you this one: What are the questions your team is getting asked in our long-term forecast, saying Japan around merchant prices? Like what are the downsides and upsides that people are asking you to run as they think through their economics of their asset over the 10, 20-year time horizon?

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