释放日本的海上风电潜力：克服市场瓶颈和推动工业增长的战略途径

Strategic Pathways to OvercomeMarket Bottlenecks and Drive NOVEMBER 2025 The Global Wind Energy Council (GWEC) is the global trade association for the windpower industry, with over 1,500 members responsible for 70% of the world’s wind ca-pacity. Our members include major turbine manufacturers, energy companies, developers, GWEC’s mission is to ensure that wind power fulfills its role as one of the key technologysolutions to today’s energy and climate challenges, forming the backbone of a new cleanenergy system and enabling trillions of dollars of investment while providing substantial Copyright © November 2025 This document contains forward-looking statements. These statements are based on currentviews, expectations, assumptions and information of the Authors. The Authors and theiremployees and representatives do not guarantee the accuracy of the data or conclusions This work is subject to copyright. Its content, including text and graphics, may be repro-duced in part for non-commercial purposes, with full attribution. Attribution Whitepaper “Unlocking Japan’s Offshore Wind Potential: Strategic Pathways to OvercomeMarket Bottlenecks and Drive Industrial Growth”, Global Wind Energy Council, 2025. The lead authors of this report were Masataka Nakagawa, Atsuhiko Shimizu, and JuanFrias from the OWC team. OWC is part of ABL Group – the global consultancy delivering energy, marine, engi-neering and digital solutions to drive safety and sustainability in energy and oceans. Thisenables us to work with all types of stakeholders across the renewable energy value chain, Editors and Acknowledgements This report was edited by the Global Wind Energy Council (GWEC) team: RebeccaWilliams, Liming Qiao, Mark Hutchinson, and Takeshi Matsuki. In particular, GWEC would like to give their sincere appreciation to stakeholders in Japan,as well as Masataka Nakagawa, Atsuhiko Shimizu, and Juan Frias (OWC) who agreed Foreword As Japan advances its ambitious energy transition, off-shore wind power stands as one of the most promising op-portunities to harness the country’s vast marine resources This white paper, “Unlocking Japan’s Offshore Wind Po-tential: Strategic Pathways to Overcome Market Bottle- Takeshi Matsuki issues currently faced by Japan’s offshore wind market and outlines directions to put it backon a growth trajectory through reforms to the auction system, a reassessment of offtakemechanisms, and the removal of other critical bottlenecks. Achieving carbon neutrality Japan Country ManagerGlobal Wind Energy Council The recommendations in this report aim to establish a shared understanding between indus-try and policymakers on how to address these institutional and infrastructural challenges,and to propose concrete pathways toward a feasible and sustainable market framework. By These proposals are intended to contribute to the ongoing dialogue on best practices forrealizing a more stable, transparent, and sustainable energy market in Japan. By buildinga reliable framework for both market design and institutional operations, we can enhance Unlocking the potential of offshore wind will not only deliver clean, affordable, and domes-tically produced renewable energy, but also create new employment, revitalize regionalindustries, and generate opportunities for coastal communities. In doing so, Japan’s energy Japan stands at a pivotal moment in its clean energy transition. Among renewable energysources, offshore wind power has emerged as a central pillar of the country’s strategy.While the government has established frameworks through Port Projects and Round 1–3 Globally, offshore wind continues to offer significant potential to drive industrial growth,technological innovation, and regional revitalization, even as many countries face delays Japan possesses high potential for offshore wind expansion, not only to contribute toenergy security, but also to create new regional employment opportunities and stimu- policy, market design, and the development of industrialand supply chain capabilities will be critical to unlock-ing this potential, enabling efficient project delivery, and This white paper advocates for enhancements to the off-shore wind development framework in Japan, aiming to §Short-Term Recommendations:Focused improve-ments without law amendment, targeting the re-tendering §Long-Term Recommendations:Strategic reforms en-visioned for Round 5 and beyond to ensure sustainable Acronyms 1.Auction Framework 1.1.Timely auction reform through structured dialogue with public Theauction system should be flexible and proactively reformed through structureddialogues and joint task forces between public and private sectors. This would ensure Offshore wind projects face high capital expenditures (CAPEX) and long timelines com-pared to other renewable energy sources, making them vulnerable to macroeconomicrisks like inflation and interest rate changes. Structured dialogues between public and In Japan, t