因开发商大撤退 日本或放宽海上风电规定

Group 1 - Japan is considering offering better conditions to developers for constructing large offshore wind farms to revive its energy ambitions amid global project delays and cost surges [1] - The government aims to achieve 45 GW of offshore wind capacity by 2040, which is crucial for reducing reliance on imported coal and natural gas, cutting carbon emissions, and enhancing national security [1] - After three rounds of large-scale capacity bidding, the offshore wind plans have stalled, with Mitsubishi warning of cost increases and not starting any projects yet [1] Group 2 - Potential changes being considered include extending project durations from 30 to 40 years and clarifying coastal navigation laws to allow non-Japanese flagged vessels in offshore wind areas [2] - The offshore wind industry is advocating for tax breaks or subsidies for large industrial users in exchange for long-term wind power purchase agreements, although this proposal is unlikely due to existing government support for households [2] - Japan has auctioned about one-tenth of its target offshore wind capacity, and the Ministry of Economy, Trade and Industry acknowledges that renewable energy may not meet targets, potentially increasing LNG imports by over 10% by 2040 [2]