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Gas to Power Weekly - 6 March - Nucl ear restart in Japan displaces LNG-f uelled generation; Iraq’s power sect or hit by halt in Iranian gas supply
Fri, 06 Mar 2026 10:04:23 GMT
Gas to Power Weekly - 27 February - Egypt slashes LNG imports amid lower gas-burn; NRG excels 2025 guidance, doubles generation capacity
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Gas to Power Weekly - 13 February - Indonesia looks to gas as coal exit efforts stall; Taiwan’s CPC aims t o more than triple US LNG purchases
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Gas to Power Weekly - 6 February - AI energy needs could flip LNG glut into shortage by 2030; EWC erases debt to advance Pagbilao LNG & Power project
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Gas to Power Weekly - 30 December - Freeze-offs in the wake of Winter Storm Fern impact US LNG exports; Rosatom takes over repair of foreign gas turbines
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Gas to Power Weekly - 23 December - Morocco gets closer to creating $1 billion LNG-to-Power hub; Overcapacity weighs on prices of oil, LNG, clean energy technologies
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From: stephan@...
To: [email protected]
Date: Fri, 06 Mar 2026 10:04:23 GMT
Subject: Gas to Power Weekly - 6 March - Nuclear restart in Japan displaces LNG-fuelled generation; Iraq’s power sector hit by halt in Iranian gas supply
To: [email protected]
Date: Fri, 06 Mar 2026 10:04:23 GMT
Subject: Gas to Power Weekly - 6 March - Nuclear restart in Japan displaces LNG-fuelled generation; Iraq’s power sector hit by halt in Iranian gas supply
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<p style="margin: 0;"><span style="font-weight: bold; font-size: 16px; color: rgb(8, 40, 206);">LEAD ARTICLE</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 18px; font-weight: bold; color: rgb(77, 77, 77);">Nuclear restart in Japan displaces LNG-fuelled generation</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(77, 77, 77); font-weight: bold;">TEPCO is rushing to restart of Unit 6 Japan’s largest nuclear power station to displace LNG-fuelled power at a time of escalating gas prices. With 1,356 MW installed capacity, Kashiwazaki-Kariwa Unit 6 could help avoid combustion of 1.3 million tons of imported LNG, based on Japanese government estimates of fuel substitution.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(77, 77, 77);">The timeline of the nuclear ramp-up is being accelerated, as the operator Tokyo Electric Power Company (TEPCO) seeks to maximise the availability and dispatch of nuclear baseload power amid soaring crude oil and LNG prices following the escalating Iran conflict. Brent crude prices jumped to $82 per barrel on Monday morning and are feared to exceed $100 per barrel, if air strikes intensify and the geopolitical situation deteriorates further. </span></p>
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<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131); font-weight: bold;">P R I C E S</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">TTF soars though continued price spiral ‘unlikely</span></p>
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<p style="margin: 0;"><span style="font-weight: bold; font-size: 16px; color: rgb(128, 126, 131);">M A R K E T S</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">Iran goes dark –</span></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);"><span class="ql-cursor"></span>electricity blackout, internet closure</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">Asian LNG exporters to gain in prolonged Iran conflict; Fitch</span></p>
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<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131); font-weight: bold;">P R O J E C T S</span></p>
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<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">Malakoff secures 2nd batch of Mitsubishi turbines for Malay CCGT</span></p>
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<p style="margin: 0;"><span style="color: rgb(128, 126, 131); font-size: 18px; font-weight: bold;">Iran goes dark – electricity blackout, internet closure</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131); font-weight: bold;">Iran has been plunged into an internet blackout and rolling electricity rationing after Israel and the US launched air strikes around the country on Saturday. Iran relies heavily on natural gas for power generation, the current strikes are more extensive than in Israel’s previous targeted attack.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">In the aftermath of the strikes, US President Donald Trump wrote on Truth Social that said the "heavy and pinpoint" bombing in Iran "will continue uninterrupted throughout the week or as long as necessary to achieve our objective of peace throughout the Middle East.”</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Trump claims the Iranian regime has instated the internet blackout to pre-empt potential cyberattacks during their own military operation, but also to avoid leaking the locations of senior regime figures. The Iranian supreme leader Khamenei was killed in air strikes on Saturday.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Trump claims the strikes were meant to end a security threat caused by Iran’s nuclear enrichment programme. Analysts call the move a “huge gamble for both sides,” which a likely backlash in internal US politics given that Congress has not been involved in Trump’s decision-making process. Israeli civilians are also at risk to be impacted, though retaliatory strikes on Israeli territory are limited so far. </span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Israeli airstrikes on Iran's domestic energy industry seem to be more extensively than in the previous targeted attack. Any damage to infrastructure related to the South Pars gas and condensate field, and related transmission pipelines, installations worsens existing electricity shortages and increases the risk and frequency of blackouts nationwide, particularly in urban and industrial centres. </span></p>
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Email from Gas to Power Journal Our weekly update covering everything you need to know about Natural Gas Power Generation LEAD ARTICLE Nuclear restart in Japan displaces LNG-fuelled generation TEPCO is rushing to restart of Unit 6 Japan’s largest nuclear power station to displace LNG-fuelled power at a time of escalating gas prices. With 1,356 MW installed capacity, Kashiwazaki-Kariwa Unit 6 could help avoid combustion of 1.3 million tons of imported LNG, based on Japanese government estimates of fuel substitution. The timeline of the nuclear ramp-up is being accelerated, as the operator Tokyo Electric Power Company (TEPCO) seeks to maximise the availability and dispatch of nuclear baseload power amid soaring crude oil and LNG prices following the escalating Iran conflict. Brent crude prices jumped to $82 per barrel on Monday morning and are feared to exceed $100 per barrel, if air strikes intensify and the geopolitical situation deteriorates further. DOWNLOAD NOW << P R I C E S TTF soars though continued price spiral ‘unlikely M A R K E T S Iran goes dark – electricity blackout, internet closure Asian LNG exporters to gain in prolonged Iran conflict; Fitch P R O J E C T S Ansaldo to upgrade Enerwave’s Thisvi CCGT in Greece Malakoff secures 2nd batch of Mitsubishi turbines for Malay CCGT Iran goes dark – electricity blackout, internet closure Iran has been plunged into an internet blackout and rolling electricity rationing after Israel and the US launched air strikes around the country on Saturday. Iran relies heavily on natural gas for power generation, the current strikes are more extensive than in Israel’s previous targeted attack. In the aftermath of the strikes, US President Donald Trump wrote on Truth Social that said the "heavy and pinpoint" bombing in Iran "will continue uninterrupted throughout the week or as long as necessary to achieve our objective of peace throughout the Middle East.” Trump claims the Iranian regime has instated the internet blackout to pre-empt potential cyberattacks during their own military operation, but also to avoid leaking the locations of senior regime figures. The Iranian supreme leader Khamenei was killed in air strikes on Saturday. Trump claims the strikes were meant to end a security threat caused by Iran’s nuclear enrichment programme. Analysts call the move a “huge gamble for both sides,” which a likely backlash in internal US politics given that Congress has not been involved in Trump’s decision-making process. Israeli civilians are also at risk to be impacted, though retaliatory strikes on Israeli territory are limited so far. Israeli airstrikes on Iran's domestic energy industry seem to be more extensively than in the previous targeted attack. Any damage to infrastructure related to the South Pars gas and condensate field, and related transmission pipelines, installations worsens existing electricity shortages and increases the risk and frequency of blackouts nationwide, particularly in urban and industrial centres. Enjoyed your free read? Consider a trial subscription Follow us on social media Gas to Power Journal | 39-41 North Road | London, N79DP GB Unsubscribe | Update Profile | Constant Contact Data Notice
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