2025-2033年日本煤炭市场报告（依最终用户（发电站（动力煤）、焦化原料（焦煤）等）及地区划分）

2024年，日本煤炭市场规模达64.55万吨。展望未来， IMARC Group预计到2033年市场规模将达到87.98万吨，2025-2033年期间的成长率（CAGR）为3.2%。推动市场发展的主要是日本人口成长、都市化、能源需求大幅增加以及清洁煤技术的进步，这些技术旨在减少排放并提高燃煤电厂的能源效率。

日本煤炭市场分析：

• 主要市场驱动因素：日本煤炭市场主要受该国严重依赖煤炭生产能源的推动，特别是由于福岛核事故导致核电产量下降。此外，不断增长的市场需求也受到经济因素的影响，例如对能源安全的担忧以及从澳洲和印尼等国进口相对廉价的煤炭的可及性。
• 主要市场趋势：由于遵守更严格的环境法规和更低的排放政策，日本正在转向更清洁的煤炭技术。此外，燃煤电厂越来越倾向于采用清洁煤技术和提高效率。
• 竞争格局：日本煤炭产业的主要市场参与者包括伊藤忠商事株式会社、三菱化学集团株式会社等。
• 挑战与机会：挑战包括环境问题，导致监管压力降低煤炭在能源结构中的比重。日本煤炭近期的市场机会包括日本先进的煤炭技术，这些技术可确保提高煤炭功效并有助于减轻生态后果。

日本煤炭市场趋势：

人口成长和都市化

大都会地区的内部移民相关成长显着。由于城市需要稳定且充足的电力供应来维持住宅、商业和工业活动，城市化增加了能源使用的密度。例如，根据日本统计局的报告，截至 2023 年 10 月，日本共有 124,352 千人。其中男性6049.2万人，女性6,385.9万人。移民方面，日本人口连续第二年出现正变化，外国人口也连续第二年出现正变化。人口最多的5个都道府县为东京都、神奈川县、大阪府、爱知县、埼玉县，共占总人口的37.7%。此外，社会城市化进程的加速导致需要稳定的能源来维持建筑管理系统和公共交通、个人和商业活动。因此，煤炭凭藉其大规模、持续提供电力的能力，在满足这些城市能源需求方面仍然发挥着至关重要的作用，从而促进了日本煤炭市场的成长。

不断增长的能源需求

根据《2023年低碳电力》报告，日本一半以上的电力来自各种来源，显示该国的电力消耗仍严重依赖化石燃料。尤其是煤炭，占到全部能源产量的近30%。根据日本电力资讯中心（JEPIC）的数据，截至2021财年末，日本的总发电量达到314.7吉瓦（GW），其中49.4％为火电，而这其中又有15.4％来自煤炭。此外，还计划在 2031 财政年度增加 20.6 吉瓦 (GW) 的发电能力。此外，此次扩建还涉及新的开发，以规划除计划退役的工厂之外的现有工厂的容量调整。此外，日本对煤炭的持续依赖是由于其有限的自然资源和日益增长的能源安全需求。因此，当代煤电技术的效率有助于缩小当前能源需求与长期永续发展目标之间的差距，从而增加日本煤炭市场的收入。

技术进步

日本一直在实施尖端煤炭技术，以提高燃煤发电的效率并减少对环境的影响。此外，对超超临界（USC）和整体气化复合循环（IGCC）设施的投资提高了煤炭效率的标准。三菱电力表示，综合煤气化联合循环（IGCC）发电厂代表着一种先进的火力发电系统，它将煤气化与燃气涡轮机联合循环（GTCC）系统相结合，从而显着提高发电效率和环境性能。同时，与传统燃煤火力发电厂相比，大型IGCC系统可降低二氧化碳排放量，并提高发电效率约15%。此外，超超临界发电厂在极高的压力和温度下运行，在效率方面优于传统的燃煤技术，并且降低了每单位发电量的二氧化碳排放量。这些发展将煤炭与全球减少碳足迹和有效满足国内能源需求的努力联繫起来，使煤炭成为对环境更有吸引力、危害更小的替代品，从而为日本煤炭市场创造了积极的前景。

日本煤炭市场区隔：

按最终用户分类：

• 发电站（动力煤）
• 炼焦原料（焦煤）
• 其他的

发电站（动力煤）是日本发电厂使用的主要燃料，对该国的能源输出至关重要。日本致力于降低温室气体（GHG）排放，需要可靠、价格合理的电力，因此燃煤发电厂正在影响市场成长。此外，动力煤因其可靠且价格低廉，电力供应稳定而受到青睐。此外，由于日本进口大量动力煤来满足其能源需求，并且根据国内政策变化和全球市场波动调整进口，国际贸易动态对该市场领域产生了影响。因此，主要参与者正在推出先进的产品变体来满足这些需求。根据日本煤炭市场的最新发展，横须贺火力发电厂 2 号机组于 2023 年 12 月开始商业运营，由 JERA Co., Inc. 透过其子公司 JERA Power Yokosuka GK 管理。此外，2 号机组是一座高效率的燃煤发电厂，使用超超临界 (USC) 技术发电。对于650兆瓦或以上的发电能力来说，维持稳定的电力供应至关重要。此外，JERA 将 2 号机组的运行启动时间提前至原计划的 2024 年 2 月之后，以增加即将到来的冬季的供应能力。此外，JERA 仍致力于逐步以最先进的发电厂取代过时的基础设施，以提高电力可靠性并降低整个地区的二氧化碳排放量。

根据日本煤炭市场概况，炼焦原料（焦煤）主要用作生产焦炭的原料，是日本钢铁製造业的重要组成部分。此外，在高炉炼钢过程中生产焦炭需要高品质的炼焦煤。此外，由于日本本土煤炭储量不大，因此主要依赖从澳洲等国进口煤炭。此外，炼钢所使用的焦煤的品质由其碳含量和灰分特性决定，这些特性对日本钢铁製造商的生产能力和效率有影响。

（请注意，这只是关键参与者的部分列表，完整列表在报告中提供。）

• 目前，市场主要参与者正积极采取各种策略来扩大日本煤炭市场份额。此外，J-Power和新日铁等公司正在投资先进的煤炭利用技术，如综合煤气化复合循环（IGCC）和碳捕获、利用和储存（CCUS），以提高效率并减少排放。这些努力与日本确保稳定和减少环境影响的更广泛的能源目标一致。此外，与国际煤炭供应商的合作旨在确保稳定且具成本效益的煤炭进口。此外，企业策略也强调永续性，逐步整合再生能源，显示日本几家煤炭公司在短期至中期内将煤炭作为关键组成部分，同时转向更均衡的能源结构。例如，2023 年 7 月 6 日，J-POWER、IINO LINES 和 Norsepower 宣布合作为世界上第一艘专用煤炭运输船配备旋翼帆，这是一种风力推进辅助装置。电力开发株式会社（J-POWER）和饭野海运株式会社（IINO LINES）将在 2 月竣工的专用煤炭运输船 YODOHIME 上安装由 Norsepower Oy Ltd. 製造的旋翼帆。该装置计划于 2024 年第三季安装，这标誌着 Norsepower 的 Rotor SailsTM 首次在全球专用煤炭运输船上应用。

日本煤炭市场新闻：

• 2023年12月1日，岸田首相出席了在杜拜举行的第28届联合国气候变迁纲要公约缔约方会议（COP28）期间举行的世界气候行动高峰会。他出席了开幕式并在国家元首和政府首脑出席的高级别会议上发表了演讲。每个国家都需要根据本国国情，按照实现净零排放的独特路径来应对无减排燃煤电厂的问题。日本为实现净零目标，计画在确保稳定能源供应的同时，停止在国内建造新的无减排燃煤电厂。
• 12024年4月，JERA株式会社（JERA）与IHI株式会社（IHI）在爱知县碧南市的JERA碧南火力发电站开始了首次大量燃料氨（热值的20%）替代的示范试验。该计划是碳循环利用和下一代火力发电技术开发/氨混燃火力发电项目技术研发和示范的一部分。该计画旨在开发在大型商业燃煤发电厂中替代氨作为燃料的技术。它将评估锅炉吸热和废气等环境影响等因素。该计画预计持续约四年，从 2021 年 7 月到 2025 年 3 月。

本报告回答的关键问题：

• 日本煤炭市场迄今表现如何？未来几年将如何表现？
• 新冠疫情对日本煤炭市场有何影响？
• 日本煤炭市场以最终用户分類的情况是怎样的？
• 日本煤炭市场的价值链分为哪些阶段？
• 日本煤炭市场的主要驱动因素和挑战是什么？
• 日本煤炭市场的结构是怎么样的？主要参与者是谁？
• 日本煤炭市场的竞争程度如何？

本报告回答的关键问题：

• 日本煤炭市场迄今表现如何？未来几年将如何表现？
• 新冠疫情对日本煤炭市场有何影响？
• 日本煤炭市场以最终用户分類的情况是怎样的？
• 日本煤炭市场的价值链分为哪些阶段？
• 日本煤炭市场的主要驱动因素和挑战是什么？
• 日本煤炭市场的结构是怎么样的？主要参与者是谁？
• 日本煤炭市场的竞争程度如何？

目录

第一章：前言

第二章：范围与方法

• 研究目标
• 利害关係人
• 资料来源
  • 主要来源
  • 次要来源
• 市场评估
  • 自下而上的方法
  • 自上而下的方法
• 预测方法

第三章：执行摘要

第四章：日本煤炭市场－简介

• 概述
• 市场动态
• 产业趋势
• 竞争情报

第五章：日本煤炭市场概况

• 历史与当前市场趋势（2019-2024）
• 市场预测（2025-2033）

第六章：日本煤炭市场-细分：依最终用户

• 发电站（动力煤）
  • 概述
• 炼焦原料（焦煤）
  • 概述
• 其他的

第七章：日本煤炭市场－竞争格局

• 概述
• 市场结构
• 市场参与者定位
• 最佳获胜策略
• 竞争仪錶板
• 公司评估象限

第八章：关键参与者简介

• 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

第九章：日本煤炭市场-产业分析

• 驱动因素、限制因素和机会
  • 概述
  • 驱动程式
  • 限制
  • 机会
• 波特五力分析
  • 概述
  • 买家的议价能力
  • 供应商的议价能力
  • 竞争程度
  • 新进入者的威胁
  • 替代品的威胁
• 价值链分析

第 10 章：附录

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