2025-2033年日本煤炭市場報告（依最終用戶（發電站（動力煤）、焦化原料（焦煤）等）及地區分類）

2024年，日本煤炭市場規模達64.55萬噸。展望未來， IMARC Group預計到2033年市場規模將達到87.98萬噸，2025-2033年期間的成長率（CAGR）為3.2%。推動市場發展的主要是日本人口成長、都市化、能源需求大幅增加以及清潔煤技術的進步，這些技術旨在減少排放並提高燃煤電廠的能源效率。

日本煤炭市場分析：

• 主要市場促進因素：日本煤炭市場主要受該國嚴重依賴煤炭生產能源的推動，特別是由於福島核事故導致核電產量下降。此外，不斷成長的市場需求也受到經濟因素的影響，例如對能源安全的擔憂以及從澳洲和印尼等國進口相對廉價的煤炭的可及性。
• 主要市場趨勢：由於遵守更嚴格的環境法規和更低的排放政策，日本正在轉向更清潔的煤炭技術。此外，燃煤電廠越來越傾向於採用清潔煤技術和提高效率。
• 競爭格局：日本煤炭產業的主要市場參與者包括伊藤忠商事株式會社、三菱化學集團株式會社等。
• 挑戰與機會：挑戰包括環境問題，導致監管壓力降低煤炭在能源結構中的比重。日本煤炭近期的市場機會包括日本先進的煤炭技術，這些技術可確保提高煤炭功效並有助於減輕生態後果。

日本煤炭市場趨勢：

人口成長和都市化

大都會地區的內部移民相關成長顯著。由於城市需要穩定且充足的電力供應來維持住宅、商業和工業活動，城市化增加了能源使用的密度。例如，根據日本統計局的報告，截至 2023 年 10 月，日本共有 124,352 千人。其中男性6049.2萬人，女性6,385.9萬人。移民方面，日本人口連續第二年出現正變化，外國人口也連續第二年出現正變化。人口最多的5個都道府縣為東京都、神奈川縣、大阪府、愛知縣、埼玉縣，共佔總人口的37.7%。此外，社會城市化進程的加速導致需要穩定的能源來維持建築管理系統和公共交通、個人和商業活動。因此，煤炭憑藉其大規模、持續提供電力的能力，在滿足這些城市能源需求方面仍然發揮著至關重要的作用，從而促進了日本煤炭市場的成長。

不斷成長的能源需求

根據《2023年低碳電力》報告，日本一半以上的電力來自各種來源，顯示該國的電力消耗仍嚴重依賴化石燃料。尤其是煤炭，佔到全部能源產量的近30%。根據日本電力資訊中心（JEPIC）的數據，截至2021會計年度末，日本的總發電量達到314.7吉瓦（GW），其中49.4％為火電，而這其中又有15.4％來自煤炭。此外，還計劃在 2031 財政年度增加 20.6 吉瓦 (GW) 的發電能力。此外，此次擴建還涉及新的開發，以規劃除計劃退役的工廠之外的現有工廠的容量調整。此外，日本對煤炭的持續依賴是由於其有限的自然資源和日益成長的能源安全需求。因此，當代煤電技術的效率有助於縮小當前能源需求與長期永續發展目標之間的差距，從而增加日本煤炭市場的收入。

技術進步

日本一直在實施尖端煤炭技術，以提高燃煤發電的效率並減少對環境的影響。此外，對超超臨界（USC）和整體氣化複合循環（IGCC）設施的投資提高了煤炭效率的標準。三菱電力表示，綜合煤氣化聯合循環（IGCC）發電廠代表著一種先進的火力發電系統，它將煤氣化與燃氣渦輪機聯合循環（GTCC）系統相結合，從而顯著提高發電效率和環境性能。同時，與傳統燃煤火力發電廠相比，大型IGCC系統可降低二氧化碳排放量，並提高發電效率約15%。此外，超超臨界發電廠在極高的壓力和溫度下運行，在效率方面優於傳統的燃煤技術，並且降低了每單位發電量的二氧化碳排放量。這些發展將煤炭與全球減少碳足跡和有效滿足國內能源需求的努力聯繫起來，使煤炭成為對環境更有吸引力、危害更小的替代品，從而為日本煤炭市場創造了積極的前景。

日本煤炭市場區隔：

按最終用戶分類：

• 發電站（動力煤）
• 煉焦原料（焦煤）
• 其他

發電站（動力煤）是日本發電廠使用的主要燃料，對該國的能源輸出至關重要。日本致力於降低溫室氣體（GHG）排放，需要可靠、價格合理的電力，因此燃煤發電廠正在影響市場成長。此外，動力煤因其可靠且價格低廉，電力供應穩定而受到青睞。此外，由於日本進口大量動力煤來滿足其能源需求，並且根據國內政策變化和全球市場波動調整進口，國際貿易動態對該市場領域產生了影響。因此，主要參與者正在推出先進的產品變體來滿足這些需求。根據日本煤炭市場的最新發展，橫須賀火力發電廠 2 號機組於 2023 年 12 月開始商業營運，由 JERA Co., Inc. 透過其子公司 JERA Power Yokosuka GK 管理。此外，2 號機組是一座高效率的燃煤發電廠，使用超超臨界 (USC) 技術發電。對於650兆瓦或以上的發電能力來說，維持穩定的電力供應至關重要。此外，JERA 將 2 號機組的運行啟動時間提前至原計劃的 2024 年 2 月之後，以增加即將到來的冬季的供應能力。此外，JERA 仍致力於逐步以最先進的發電廠取代過時的基礎設施，以提高電力可靠性並降低整個地區的二氧化碳排放量。

根據日本煤炭市場概況，煉焦原料（焦煤）主要用作生產焦炭的原料，是日本鋼鐵製造業的重要組成部分。此外，在高爐煉鋼過程中生產焦炭需要高品質的煉焦煤。此外，由於日本本土煤炭儲量不大，因此主要依賴從澳洲等國進口煤炭。此外，煉鋼所使用的焦煤的品質由其碳含量和灰分特性決定，這些特性對日本鋼鐵製造商的生產能力和效率有影響。

（請注意，這只是關鍵參與者的部分列表，完整列表在報告中提供。）

• 目前，市場主要參與者正積極採取各種策略來擴大日本煤炭市場佔有率。此外，J-Power和新日鐵等公司正在投資先進的煤炭利用技術，如綜合煤氣化複合循環（IGCC）和碳捕獲、利用和儲存（CCUS），以提高效率並減少排放。這些努力與日本確保穩定和減少環境影響的更廣泛的能源目標一致。此外，與國際煤炭供應商的合作旨在確保穩定且具成本效益的煤炭進口。此外，企業策略也強調永續性，逐步整合再生能源，顯示日本幾家煤炭公司在短期至中期內將煤炭作為關鍵組成部分，同時轉向更均衡的能源結構。例如，2023 年 7 月 6 日，J-POWER、IINO LINES 和 Norsepower 宣布合作為世界上第一艘專用煤炭運輸船配備旋翼帆，這是一種風力推進輔助裝置。電力開發株式會社（J-POWER）和飯野海運株式會社（IINO LINES）將在 2 月竣工的專用煤炭運輸船 YODOHIME 上安裝由 Norsepower Oy Ltd. 製造的旋翼帆。該裝置計劃於 2024 年第三季安裝，這標誌著 Norsepower 的 Rotor SailsTM 首次在全球專用煤炭運輸船上應用。

日本煤炭市場新聞：

• 2023年12月1日，岸田首相出席了在杜拜舉行的第28屆聯合國氣候變遷綱要公約締約方會議（COP28）期間舉行的世界氣候行動高峰會。他出席了開幕式並在國家元首和政府首腦出席的高級別會議上發表了演講。每個國家都需要根據本國國情，按照實現淨零排放的獨特路徑來應對無減排燃煤電廠的問題。日本為實現淨零目標，計畫在確保穩定能源供應的同時，停止在國內建造新的無減排燃煤電廠。
• 12024年4月，JERA株式會社（JERA）與IHI株式會社（IHI）在愛知縣碧南市的JERA碧南火力發電站開始了首次大量燃料氨（熱值的20%）替代的示範試驗。該計劃是碳循環利用和下一代火力發電技術開發/氨混燃火力發電項目技術研發和示範的一部分。該計畫旨在開發在大型商業燃煤發電廠中替代氨作為燃料的技術。它將評估鍋爐吸熱和廢氣等環境影響等因素。該計畫預計持續約四年，從 2021 年 7 月到 2025 年 3 月。

本報告回答的關鍵問題：

• 日本煤炭市場迄今表現如何？未來幾年將如何表現？
• 新冠疫情對日本煤炭市場有何影響？
• 日本煤炭市場以最終用戶分類的情況是怎樣的？
• 日本煤炭市場的價值鏈分為哪些階段？
• 日本煤炭市場的主要促進因素和挑戰是什麼？
• 日本煤炭市場的結構是怎麼樣的？主要參與者是誰？
• 日本煤炭市場的競爭程度如何？

本報告回答的關鍵問題：

• 日本煤炭市場迄今表現如何？未來幾年將如何表現？
• 新冠疫情對日本煤炭市場有何影響？
• 日本煤炭市場以最終用戶分類的情況是怎樣的？
• 日本煤炭市場的價值鏈分為哪些階段？
• 日本煤炭市場的主要促進因素和挑戰是什麼？
• 日本煤炭市場的結構是怎麼樣的？主要參與者是誰？
• 日本煤炭市場的競爭程度如何？

目錄

第1章：前言

第2章：範圍與方法

• 研究目標
• 利害關係人
• 資料來源
  • 主要來源
  • 次要來源
• 市場評估
  • 自下而上的方法
  • 自上而下的方法
• 預測方法

第3章：執行摘要

第4章：日本煤炭市場－簡介

• 概述
• 市場動態
• 產業趨勢
• 競爭情報

第5章：日本煤炭市場概況

• 歷史與當前市場趨勢（2019-2024）
• 市場預測（2025-2033）

第6章：日本煤炭市場-細分：依最終用戶

• 發電站（動力煤）
  • 概述
• 煉焦原料（焦煤）
  • 概述
• 其他

第7章：日本煤炭市場－競爭格局

• 概述
• 市場結構
• 市場參與者定位
• 最佳獲勝策略
• 競爭儀錶板
• 公司評估象限

第8章：關鍵參與者簡介

• ITOCHU Corporation
• Business Overview
• Services Offered
• Business Strategies
• SWOT Analysis
• Major News and Events
• Mitsubishi Chemical Group Corporation
• Business Overview
• Services Offered
• Business Strategies
• SWOT Analysis
• Major News and Events

第9章：日本煤炭市場-產業分析

• 促進因素、限制因素和機遇
  • 概述
  • 驅動程式
  • 限制
  • 機會
• 波特五力分析
  • 概述
  • 買家的議價能力
  • 供應商的議價能力
  • 競爭程度
  • 新進入者的威脅
  • 替代品的威脅
• 價值鏈分析

第 10 章：附錄

Japan coal market size reached 645.5 Thousand Tons in 2024. Looking forward, IMARC Group expects the market to reach 879.8 Thousand Tons by 2033, exhibiting a growth rate (CAGR) of 3.2% during 2025-2033. The market is primarily driven by the growing population, urbanization, the significant increase in energy demand, and technological advancements in clean coal technologies for reducing emissions while improving the energy efficiency of coal-fired plants in Japan.

Japan Coal Market Analysis:

• Major Market Drivers: Japan coal market is primarily driven by the country's heavy reliance on coal to produce energy, particularly due to the wake of the Fukushima nuclear accident which resulted in a decrease in the production of nuclear power. Moreover, the increasing market demand is also influenced by economic considerations, such as concerns about energy security and the accessibility of relatively inexpensive imported coal from nations like Australia and Indonesia.
• Key Market Trends: Japan is shifting toward cleaner coal technologies due to complying with more stringent environmental rules and lower emissions policies. Moreover, there has been a growing trend toward cleaner coal technology and efficiency improvements in coal-fired power plants.
• Competitive Landscape: Some of the major market players in the Japan coal industry include ITOCHU Corporation, Mitsubishi Chemical Group Corporation, among many others.
• Challenges and Opportunities: Challenges include environmental concerns, leading to regulatory pressure to lower coal's proportion in the energy mix. The Japan coal recent market opportunities include advanced coal technologies in Japan that ensure enhanced efficacy and help mitigate ecological consequences.

Japan Coal Market Trends:

Growing Population and Urbanization

There is significant internal migration-related growth in metropolitan regions. As cities require a constant and significant electrical supply to sustain residential, commercial, and industrial activity, urbanization increases the density of energy use. For instance, as per Statistics Bureau of Japan reports as of October 2023, 124,352 thousand people were living in Japan. 60,492 thousand males and 63,859 thousand females were counted among them. In terms of migration, there was a positive change in the Japanese population and a positive change in the foreign population for the second year in a row. Tokyo-to, Kanagawa-ken, Osaka-fu, Aichi-ken, and Saitama-ken were the five prefectures with the largest populations, accounting for 37.7% of the total population. Also, the increasing urbanization of society has led to the need for a consistent energy source to sustain building management systems and public transportation, individuals, and commercial activities. Hence, coal still plays an essential role in meeting these urban energy demands due to its capacity to provide electricity on a vast and consistent scale, contributing to Japan coal market growth.

Increasing Energy Needs

As per Low Carbon Power in 2023, more than half of Japan's power is produced from various sources, indicating that the country's electricity consumption is still heavily reliant on fossil fuels. In particular, coal makes up almost 30% of all energy produced. According to the Japan Electric Power Information Center, Inc. (JEPIC), Japan's overall producing capacity reached 314.7 Gigawatt (GW) at the end of fiscal year 2021, 49.4% of this was thermal power, of which 15.4% came from coal. Furthermore, plans are in place to add 20.6 Gigawatt (GW) of generating capacity by the fiscal year 2031. In addition, this expansion also involves new development to plan capacity adjustments for already-existing plants aside from those slated for decommissioning. Also, the ongoing reliance on coal is driven by the limited natural resources of Japan and the growing need for energy security. Hence, the efficiency of contemporary coal power technologies helps close the gap between present energy needs and long-term sustainability objectives, thus increasing the Japan coal market revenue.

Technological Advancements

Japan has been implementing cutting-edge coal technologies that boost the effectiveness and lessen the environmental effects of coal-fired power production. Additionally, investments in Ultra-Supercritical (USC) and Integrated Gasification Combined Cycle (IGCC) facilities have increased the bar for coal efficiency. According to Mitsubishi Power, Integrated Coal Gasification Combined Cycle (IGCC) power plants represent an advanced thermal power system that integrates coal gasification with the Gas Turbine Combined Cycle (GTCC) system thus achieving significantly improving power generation efficiency and environmental performance. Along with this, compared to conventional coal-fired thermal power plants, large-scale IGCC systems lower CO2 emissions and improve power-generating efficiency by around 15%. Besides, USC plants run at extremely high pressures and temperatures, outperforming conventional coal-burning techniques in terms of efficiency and lowering carbon dioxide emissions per unit of power produced. These developments link coal with global efforts to minimize carbon footprints and satisfy domestic energy demands effectively, making coal a more attractive and less harmful alternative for the environment, thus creating a positive Japan coal market outlook.

Japan Coal Market Segmentation:

Breakup by End User:

• Power Station (Thermal Coal)
• Coking Feedstock (Coking Coal)
• Others

Power station (thermal coal) is the main fuel used in power plants in Japan and is essential to the country's energy output. Japan is committed to lowering its greenhouse gas (GHG) emissions and needs reliable, reasonably priced electricity, thus coal-fired power plants are influencing the market growth. Additionally, thermal coal is preferred for its steady power supply as it is dependable and affordable. Moreover, the international trade dynamics have an impact on this market sector due to Japan importing large amounts of thermal coal to fulfil its energy needs, and it modifies imports in response to changes in domestic policy and global market volatility. Hence, key players are introducing advanced product variants to meet these needs. As per the Japan coal market recent developments, Yokosuka Thermal Power Station Unit 2, began commercial operations in December 2023 and is managed by JERA Co., Inc. through its subsidiary JERA Power Yokosuka G.K. Additionally, Unit 2 is a highly efficient coal-fired power plant that generates power using an ultra-supercritical (USC) technology. With a 650 MW or more producing capacity, it is essential to maintain a steady supply of power. Moreover, JERA expedited the operating start of Unit 2 beyond its planned February 2024 date to increase supply capacity for the impending winter season. In addition, JERA is still dedicated to gradually swapping out outdated infrastructure with state-of-the-art power plants to improve electrical dependability and lower CO2 emissions across the region.

According to Japan coal market overview, coking feedstock (coking coal) is mostly utilized as a feedstock in the production of coke and is an essential part of Japan's steel manufacturing sector. Moreover, high-quality coking coal is required for manufacturing coke for the blast furnace steelmaking process. Furthermore, Japan is mostly dependent on imports from nations like Australia since it does not have large indigenous coal reserves. Additionally, the quality of coking coal for the manufacturing of steel is determined by its qualities, namely its carbon content and ash characteristics, which have an impact on the productivity and efficiency of Japanese steel makers.

Competitive Landscape:

• The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Detailed profiles of all major companies have been provided. Some of the major market players in the Japan coal companies include ITOCHU Corporation, and Mitsubishi Chemical Group Corporation, among many others.

(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)

• At present, key players in the market are actively engaged in various strategies to expand Japan coal market share. Additionally, companies like J-Power and Nippon Steel are investing in advanced coal utilization technologies such as Integrated Gasification Combined Cycle (IGCC) and carbon capture, utilization, and storage (CCUS) to enhance efficiency and reduce emissions. These efforts align with Japan's broader energy goals of ensuring stability and reducing environmental impact. Additionally, collaborations with international coal suppliers aim to secure stable and cost-effective coal imports. Furthermore, corporate strategies also emphasize sustainability by gradually integrating renewable energy sources, indicating a shift toward a more balanced energy mix while maintaining coal as a critical component in the short to medium term among several Japan coal companies. For instance, on 6 July 2023, J-POWER, IINO LINES, and Norsepower have announced a collaboration to equip the world's first dedicated coal carrier with a rotor sail, a wind propulsion auxiliary device. Electric Power Development Co., Ltd. (J-POWER) and IINO Kaiun Kaisha, Ltd. (IINO LINES) will install the rotor sail manufactured by Norsepower Oy Ltd. on the YODOHIME, a dedicated coal carrier completed in February. It is scheduled for installation in Q3 2024, this marks the first application of Norsepower's Rotor SailsTM on a dedicated coal carrier worldwide.

Japan Coal Market News:

• 1 December 2023, Prime Minister Kishida participated in the World Climate Action Summit held during the 28th Conference of the Parties to the United Nations Framework Convention on Climate Change (COP28) in Dubai. He attended the opening session and delivered remarks during the high-level segment attended by heads of state and government. Each country needs to tackle unabated coal power plants according to their unique path toward achieving net-zero emissions, considering national circumstances. Japan, in alignment with its net-zero goals, plans to cease the construction of new unabated coal power plants domestically while ensuring a steady energy supply.
• 1April 2024, JERA Co., Inc. (JERA) and IHI Corporation (IHI) commenced the first demonstration testing of substituting a large volume of fuel ammonia (20% of heating value) at JERA's Hekinan Thermal Power Station in Hekinan City, Aichi Prefecture. This initiative is part of the development of technologies for carbon recycling and next-generation thermal power generation/research, development, and demonstration of technologies for ammonia co-firing thermal power generation projects. The project aims to develop technology for substituting ammonia as fuel in a large-scale commercial coal-fired power plant. It will assess factors such as boiler heat absorption and environmental impacts, including exhaust gases. The Project is expected to span approximately four years, from July 2021 to March 2025.

Key Questions Answered in This Report:

• How has the Japan coal market performed so far, and how will it perform in the coming years?
• What has been the impact of COVID-19 on the Japan coal market?
• What is the breakup of the Japan coal market on the basis of end user?
• What are the various stages in the value chain of the Japan coal market?
• What are the key driving factors and challenges in the Japan coal market?
• What is the structure of the Japan coal market, and who are the key players?
• What is the degree of competition in the Japan coal market?

Table of Contents

1 Preface

2 Scope and Methodology

• 2.1 Objectives of the Study
• 2.2 Stakeholders
• 2.3 Data Sources
  • 2.3.1 Primary Sources
  • 2.3.2 Secondary Sources
• 2.4 Market Estimation
  • 2.4.1 Bottom-Up Approach
  • 2.4.2 Top-Down Approach
• 2.5 Forecasting Methodology

3 Executive Summary

4 Japan Coal Market - Introduction

• 4.1 Overview
• 4.2 Market Dynamics
• 4.3 Industry Trends
• 4.4 Competitive Intelligence

5 Japan Coal Market Landscape

• 5.1 Historical and Current Market Trends (2019-2024)
• 5.2 Market Forecast (2025-2033)

6 Japan Coal Market - Breakup by End User

• 6.1 Power Station (Thermal Coal)
  • 6.1.1 Overview
  • 6.1.2 Historical and Current Market Trends (2019-2024)
  • 6.1.3 Market Forecast (2025-2033)
• 6.2 Coking Feedstock (Coking Coal)
  • 6.2.1 Overview
  • 6.2.2 Historical and Current Market Trends (2019-2024)
  • 6.2.3 Market Forecast (2025-2033)
• 6.3 Others
  • 6.3.1 Historical and Current Market Trends (2019-2024)
  • 6.3.2 Market Forecast (2025-2033)

7 Japan Coal Market - Competitive Landscape

• 7.1 Overview
• 7.2 Market Structure
• 7.3 Market Player Positioning
• 7.4 Top Winning Strategies
• 7.5 Competitive Dashboard
• 7.6 Company Evaluation Quadrant

8 Profiles of Key Players

• 8.1 ITOCHU Corporation
  • 8.1.1 Business Overview
  • 8.1.2 Services Offered
  • 8.1.3 Business Strategies
  • 8.1.4 SWOT Analysis
  • 8.1.5 Major News and Events
• 8.2 Mitsubishi Chemical Group Corporation
  • 8.2.1 Business Overview
  • 8.2.2 Services Offered
  • 8.2.3 Business Strategies
  • 8.2.4 SWOT Analysis
  • 8.2.5 Major News and Events

9 Japan Coal Market - Industry Analysis

• 9.1 Drivers, Restraints and Opportunities
  • 9.1.1 Overview
  • 9.1.2 Drivers
  • 9.1.3 Restraints
  • 9.1.4 Opportunities
• 9.2 Porters Five Forces Analysis
  • 9.2.1 Overview
  • 9.2.2 Bargaining Power of Buyers
  • 9.2.3 Bargaining Power of Suppliers
  • 9.2.4 Degree of Competition
  • 9.2.5 Threat of New Entrants
  • 9.2.6 Threat of Substitutes
• 9.3 Value Chain Analysis

10 Appendix