Measures to Ensure Supply-Demand Balance for the FY 2025 Heavy-Load Winter Season2025/11/27

JERA Co., Inc. (“JERA”) hereby announces that, based on this winter’s electricity supply-demand outlook, it has drawn up measures to ensure supply-demand balance for the heavy-load winter season (December 2025–March 2026).

On October 31, The electricity supply-demand outlook for this winter was presented at the meeting of the Ministry of Economy, Trade, and Industry, where measures to ensure the electricity supply-demand balance for winter FY2025.

JERA, aiming to avert both fuel constraints and an electricity supply-demand crunch this winter, is moving forward with the following measures to secure kW (secure power supply capacity, conduct targeted inspections of power generation facilities, etc.) and to secure kWh (secure fuel).

1. Measures to Secure kW

• Securing Power Supply Capacity
To secure power capacity for the FY2025 winter season, we are scheduling repair and inspection of thermal power stations to avoid the winter season wherever possible.
Furthermore, we have increased supply capacity by beginning commercial operation at ten units (totaling 7.31 million kW) that had been planned for replacement.
In addition, we will help ensure a stable supply of electricity by again conducting coal-only operation at Taketoyo Thermal Power Station this winter as a provisional measure until biomass co-firing is resumed there.

• Targeted Inspections of Power Generation Facilities
In addition to strengthening internal systems, JERA is working to mitigate the risk of power generation facility outages by conducting soundness checks and targeted patrols of boilers and other priority equipment.

2. Measures to Secure kWh

• Securing Fuel
Fuel supplies for this winter have largely been secured, but JERA will monitor the situation closely given the potential for drastic change in the procurement environment due to abnormal weather or changing conditions in fuel-supplying regions such as Russia or the Middle East.
Under these circumstances, JERA procures a stable supply of fuel by quickly grasping changes in electricity supply-demand and flexibly optimizing procurement and resale through our subsidiary JERA Global Markets Pte. Ltd.
On 24 November 2023, JERA received notice from the Ministry of Economy, Trade, and Industry of its approval as an authorized supplier under the Strategic Buffer LNG* framework. Between December 2025 and February 2026, JERA will secure one cargo of SBL per month to be supplied as requested by the ministry.

Through these measures to secure both kW and kWh, the JERA group is making every effort to secure a stable supply of energy.

* SBL (Strategic Buffer LNG): Surplus LNG that exceeds the quantity an authorized supplier is expected to require for its own regular operations, and that is sold to domestic entities designated by the Ministry of Economy, Trade, and Industry when deemed necessary by the ministry.