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Energy & Economics

Japan's return to civil nuclear power reflects government pragmatism

Nuclear power stations in Japan, 3D rendering isolated on white background

Image Source : Shutterstock

by Gauthier Mouton

First Published in: May.04,2025

May.12, 2025

Fourteen years after the Fukushima incident, faced with an energy crisis, geopolitical tensions and decarbonization goals, Japan launches nuclear power once again.

 

The incident at the Fukushima Daiichi power plant on March 11, 2011 seems like a distant memory. From now on, Japan is committed to “maximum utilization” of nuclear power, as stated in substance in the 7ᵉ Strategic Energy Plan, adopted on February 18, 2025 by the Japanese government. This is a 180-degree turn from the previous 2021 plan, which aimed to significantly reduce reliance on the atom.

 

Japan, an Asian pioneer in this field, first connected a nuclear power plant to its electricity grid in 1966 (11 years before South Korea and 35 years before China!). So why is Tokyo turning back to nuclear power? In addition to the goal of reducing greenhouse gas emissions, soaring gas prices due to the war in Ukraine make nuclear power a more attractive option for Japan, a country that imports 90% of its energy needs.

 

Nuclear-generated electricity will reach record levels in 2025, accounting for just under 10% of global production, according to the International Energy Agency (IEA) in a report published in January 2025. This growth is driven by the electrification of uses and sectors such as electric vehicles and data centers. With the rise of artificial intelligence, the IEA predicts that the electricity needs of data centers could double by 2030, partly justifying Japan's decision to revive nuclear power.

 

On a domestic scale, public opinion and changes in the Japanese political landscape offer further clues to understanding this reorientation. Japan is also banking on nuclear power to stay in the global geo-economic competition for energy.

 

Government reassurances

 

The release of contaminated water from the Fukushima nuclear power plant into the Pacific Ocean on August 24, 2023 has aggravated neighborly relations in East Asia. Although the project was approved by the International Atomic Energy Agency, the release of over 1.3 million cubic meters of tritiated water provoked a furor in South Korea and a strong reaction from China, which suspended all imports of Japanese seafood for over a year.

 

Are these contaminated waters really safe? Immediately after the meltdown of the three reactors, the most urgent objective was to cool the corium, a mixture of fuel and molten metal, with seawater. However, chemical treatment of the recovered water eliminates almost all radionuclides, with the exception of tritium.

 

Since 2011, the Japanese government has been investigating the health repercussions of the accident, the results of which are being monitored by the Institute for Radiation Protection and Nuclear Safety. Of the millions of samples taken between 2011 and 2019, less than 1% exceeded the limit of 1,000 Bq/kg, in line with World Health Organization standards. The Ministry of the Environment has also set up an interim storage site for the most contaminated waste, at Okuma and Futaba, scheduled to operate until 2045.

 

Understanding nuclear risk

 

The power plant accidents at Three Mile Island (1979) and Chernobyl (1986) were the result of human error, characteristic of what Ulrich Beck describes as the risk society. Fukushima, however, was the result of an earthquake followed by a tsunami. Despite the construction of anti-tsunami walls, the threat of natural disasters remains, as the Noto earthquake on January 1, 2024 reminded us.

 

In one of the world's most seismically active countries, public opinion on nuclear risk has evolved considerably over the last ten years. Whereas in 2013 only 22% of Japanese supported the restarting of power plants, the most recent poll carried out in February 2023 by the leading national daily, Asahi Shimbun, showed that 51% of Japanese are now in favor of a return to nuclear power.

 

An unprecedented political scene

 

The early parliamentary elections of October 2024 forced the parties to clarify their positions on the role of the atom in the archipelago's power generation. Prime Minister Shigeru Ishiba, hoping to strengthen the influence of the Liberal Democratic Party (LDP), called the elections, but they led to an electoral debacle. For the first time since 2009, the LDP and its center-right ally Komei no longer represent the main ruling coalition.

 

This political crisis revealed the differences within the LDP-Komei on energy strategy. The conservative PLD advocates “maximizing the use” of nuclear power plants and the development of new reactors, while its ally advocates a non-atom-dependent society. Prior to the elections, the race for the LDP nomination had highlighted the reversals of Shigeru Ishiba's previously anti-nuclear rivals.

 

The main opposition group, the Constitutional Democratic Party, led by popular former Prime Minister Yoshihiko Noda, recognizes the need to maintain some nuclear capacity in the short term, but rules out the construction of new power plants. Other groups, such as the People's Party and the Japan Innovation Party, advocate restarting power plants and modernizing the nuclear fleet. Finally, the Japanese Communist Party and several small environmentalist groups remain firmly anti-nuclear. Behind this ideological fragmentation within the Diet, however, all agree on the imperative of Japan's energy transition.

 

Decarbonizing while remaining competitive

 

In addition to the goal of reducing greenhouse gas emissions by 73% in 2024 compared to 2013, Japan has also set an ambitious target of 20% to 22% nuclear power within the energy mix by 2030. However, with a fleet of 14 reactors currently in service, the country does not have the capacity to meet this target. It takes decades to build new power plants, and many years to restart existing reactors.

 

Far from the Bataan nuclear power plant in the Philippines, and its "ghost" image, Southeast Asia represents a fast-growing market for nuclear power. Indonesia, for example, has unveiled plans to build 20 new power plants by 2036, focusing on small modular reactors that are safer, cheaper and quicker to build. Vietnam has also signed agreements with Japan.

 

These projects are reshaping the energy landscape in Southeast Asia, and underscore the growing geo-economic competition. In addition to electricity production, Japan sees nuclear power as a vector of technological innovation, and therefore a lever of influence for its companies in this high-potential region. In July 2023, for example, Mitsubishi Heavy Industries was appointed to lead a program on sodium-cooled fast reactors.

 

Let's avoid any “sensationalism” about the return of the atom to Japan, as the energy mix remains largely carbon-based (oil: 38%; coal: 26%; natural gas: 21%; nuclear: 5.8%). This reversal is not a paradigm shift, but part of a worldwide trend, particularly in Asia, where three-quarters of the reactors under construction are located. The challenges facing the archipelago are numerous: geographical constraints, an energy-intensive economic model and an unfavorable geopolitical context that increases energy insecurity. As a result, the Japanese government's decision to revive nuclear power reflects a form of pragmatism.

First published in :

The Coversation

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Gauthier Mouton

Gauthier Mouton, PhD in Political Science (UQAM), is a lecturer and researcher at the Institute of Political Studies of Lyon (Sciences Po Lyon), where he directs the institution’s diploma program on Contemporary Far East Studies. After studying public law and political science, he earned a master’s degree in International Relations (research track) from the University of Paris 1 Panthéon-Sorbonne. His research interests include China’s geopolitics, power rivalries in the Indo-Pacific over hydrocarbons and mineral resources, as well as energy transition issues from a comparative perspective.

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