What changed in Japan’s solar policy in late December?

Local and national signals aligned toward stricter control of large ground-mount projects. Obihiro City canceled a land-lease tender, and the government has set a course to abolish support for projects above 1 MW from FY2027. This pushes the market toward distributed assets across rooftops, façades, and carports in cities.

Why is building integrated PV gaining attention in Japan?

Land is limited, and local opposition can delay new greenfield sites. Building integrated PV uses existing surfaces, cuts visual impact, and can align with routine reroofing or façade upgrades. Shorter build times and on-site consumption improve project economics. Urban loads match output, reducing curtailment risks and grid dependency.

Where could investment opportunities emerge next?

Look at suppliers for thin-film, glass lamination, mounting, sealants, and module-level power electronics. EPC and O&M providers with urban experience may benefit. Developers that package rooftops, façades, and carports into portfolios can lower unit costs. Smart meters and export control systems also gain from self-consumption and demand response.

What should investors check before backing city solar projects?

Confirm product certifications, fire and wind testing, and warranty terms. Review moisture and thermal cycling data, as well as recycling plans. Validate grid interconnection timelines, metering rules, and off-take contracts. Ensure accurate roof surveys, structural assessments, and maintenance access to keep lifetime performance and cash flows on track.

Global Market Insights

Japan Solar Policy December 29: Obihiro Cancels Tender; Perovskite Gains

ByHuzaifa Zahoor December 29, 2025December 29, 2025

Perovskite solar cells are moving to the center of Japan’s energy plan as Japan solar regulation tightens. Late December brought a clear signal: Obihiro City canceled a land-lease tender for a large solar site, and the government set a course to end support for projects over 1 MW from FY2027. With the mega-solar support end, capital is likely to shift toward building integrated PV. We expect perovskite solar cells to drive city-scale growth across rooftops, walls, and carports.