Energy & Utilities_ PM Ishiba's Policy Speech_ Plans to Use Nuclear in Energy Policy

Summary of Key Points from the Conference Call Industry Overview - Industry: Energy & Utilities in Japan [1] Core Insights from PM Ishiba's Policy Speech - Nuclear Power Policy: PM Ishiba emphasized that safety will be a major premise in the use of nuclear power for electricity generation, indicating a continuation of the existing nuclear policy [1] - Energy Efficiency and Renewables: The administration plans to focus on energy efficiency and expand the use of renewable energy sources, including geothermal energy [1] - Energy Self-Sufficiency and Decarbonization: The government aims to significantly increase energy self-sufficiency while pursuing decarbonization, driven by rising electricity demand in the AI era [1] - Market Sentiment: There have been concerns in the stock market regarding the perceived unclear stance on nuclear energy by the Ishiba administration; however, the speech suggests that the nuclear policy remains unchanged, which may positively impact shares of electric power companies with nuclear facilities [1] Additional Important Information - Related Reports: The speech aligns with previous reports on Japan's energy policy and the implications of powering AI in Japan [1] - Analyst Contact: Reiji Ogino, Equity Analyst, is available for further inquiries regarding the insights shared [1] This summary encapsulates the critical points discussed in the conference call, focusing on the implications for the energy sector in Japan and the government's stance on nuclear energy and renewable resources.