[JPI Seminar] Restructuring and Outlook of the Power System Under the Strait of Hormuz Crisis: Keys to Distributed Systems, Batteries, and EV Business Models

JPI (Japan Planning Institute) will hold a seminar featuring Mr. Yo Nishimura, Senior Researcher at Kansai Electric Power Co., Inc. and Visiting Professor at Osaka University's Graduate School, to provide a detailed explanation of the restructuring and outlook of the power system under the Strait of Hormuz crisis.

[Details and Application Here] https://www.jpi.co.jp/seminar/17798

[Title]

Restructuring and Outlook of the Power System Under the Strait of Hormuz Crisis

~Keys to Distributed Systems, Batteries, and EV Business Models~

[Date and Time]

July 14, 2026 (Tue) 09:30 - 11:30

*Applications for archived distribution will be accepted even after the seminar concludes.

[Lecturer]

Kansai Electric Power Co., Inc.

Senior Researcher

Osaka University Graduate School

Visiting Professor

Mr. Yo Nishimura

▶ A leading figure who has consistently worked across systems, markets, and demand strategies since before the liberalization of electricity, influencing industry decision-making through numerous books including "The Structure and Strategy of Electricity Reform."

[Practical Knowledge Gained from the Seminar]

* Structural impact of the Strait of Hormuz crisis on electricity prices and LNG procurement. * Revenue opportunities and criteria for entry into battery, EV, and distributed power generation businesses. * Scenarios for restructuring the power business and investment perspectives under strengthened regulations.

[Target Industries/Departments]

* Corporate Planning Departments responsible for energy procurement and electricity cost optimization. * Business Development Departments involved in electricity, gas, and renewable energy businesses. * New Business Development Departments considering battery and EV-related businesses. * Energy Investment Managers at trading companies and financial institutions.

[Seminar Overview]

The Strait of Hormuz crisis since the spring of 2026 has had a serious impact on global energy markets, particularly oil.

Although Japan's power generation mix has already shifted to non-oil sources, risks on both supply and price sides are becoming apparent, including the impact on Qatari LNG and JKM prices.

Against this backdrop, this lecture will organize the interaction between policy trends such as the strengthening of retail regulations and the strictness of regulations concerning battery businesses for power system restructuring, and the aforementioned crisis. It will then provide an overview of the key business points for the next 2-3 years.

[Lecture Topics]

1. What is the True Impact of the Strait of Hormuz Crisis?

(1) The Meaning of the Strait of Hormuz Crisis for Japan

1 Energy policy since the oil crisis and the Strait of Hormuz

2 What is in short supply, and what is the crisis? The breadth of petroleum products.

(2) The Irony of Decarbonization: The Issue Returns to the Strait of Hormuz

(3) Risks and Medium- to Long-Term Impacts on Japan's Electricity Prices

2. How Will the Power System Be Restructured?

(1) Securing Medium-Term Fuel Supply and Restructuring Power Source Investment

(2) Cybersecurity: The Growing JCSTAR Problem

(3) Regarding Battery Profitability

3. How Will Non-Fuel Systems - Batteries and EVs - Expand?

(1) Soaring Fuel and Electricity Prices Favor Distributed Generation

(2) Will the EV Shift Accelerate?

(3) What are the Keys to the Business Model?

4. Related Q&A

5. Business Card Exchange and Networking Reception

This is a valuable opportunity unique to JPI seminars, offering direct interaction with lecturers who are usually difficult to meet, Q&A sessions, and networking among participants across industries and sectors, providing practical information and opportunities for new collaborations.

[Participation Format]

* On-site Participation (Archived distribution not included) * Live Streaming Participation (Archived distribution not included) * Archived Distribution Participation

* For on-site and live streaming participants, archived distribution can be added for a special fee of 18,500 yen (tax included).

[Participation Fee]

1 person: 37,870 yen (tax included)

2nd person onwards: 32,870 yen (tax included/same company, simultaneous application) *For local government employees, up to 2 people: 11,000 yen (tax included/on-site and live streaming only/same participation format)

[Details and Application Here] https://www.jpi.co.jp/seminar/17798

◆ We also facilitate questions and introductions to the lecturer after the seminar.

◆ This is highly beneficial for building personal networks with lecturers and participants, and for creating new business opportunities.

◆ Applications for archived distribution will be accepted even after the seminar concludes.

[Inquiries]

Japan Planning Institute Inc.

Kowa Hiroo Building, 5-2-32 Minami-Azabu, Minato-ku, Tokyo 106-0047

TEL.03-5793-9761 FAX.03-5793-9767

URL https://www.jpi.co.jp

[About JPI (Japan Planning Institute)]

As a "bridge of knowledge between politics, government, and the private sector," we have been providing valuable information for the business operations of executives and senior managers aiming to create national knowledge, supporting the implementation of national policies and projects through exclusive, in-person seminars for half a century.