Japan's nuclear share of electricity generation will fall short of the government's 20% FY2040 target, landing between 13-16% instead.

Made

3 Aug 2026

David Lee

Market

Japan

Outcome

Unresolved

Only 14 of 33 workable reactors are online today against an 8.5% baseline, and newly flagged worker shortages, cautious NRA screening, and persistent local opposition make full compliance among all remaining units implausible on this timeline.

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