[Seminar] The U.S. Electricity Market and the Grid-Scale Battery Business

We would like to extend our heartfelt congratulations on the continued prosperity of your esteemed company. Our company will be exhibiting at the following trade show, where we will introduce a number of products, including our new product, the Pillow Packaging Full Air Tightness Inspection Machine MSQ-2003. We sincerely apologize for the inconvenience during your busy schedule, but we would like to invite you to visit us at this opportunity. 【 Exhibition Name 】 JAPAN PACK 2025 Japan Packaging Industry Exhibition https://www.japanpack.jp/ 【 Dates 】 October 7 (Tuesday) to October 10 (Friday), 2025 *4 days 10:00 AM to 5:00 PM 【 Venue / Booth Number 】 Tokyo Big Sight / East Hall 8, Booth 8-505

"Why is it that we are revisiting the 'Toyota Production System' now?" About 20 years ago, many companies actively engaged in TPS education. However, with generational changes and the busyness of the workplace, this learning was interrupted, leading to a blank period where "the basics of improvement were not shared." Now, there is a demand to return to the fundamentals of TPS and enhance the overall improvement capability of the workplace. The training aims to understand the "level of improvement" as a first step to acquiring practical skills, gaining correct knowledge and perspectives. Not only will participants gain knowledge, but they will also cultivate the ability to concretely envision "how to apply it in the workplace" through workshops and exercises, integrating it into their own environments. **Voices of Participants** - I realized how much room for improvement there is in my current workplace, and I could see the problems, which motivated me. - I always felt confused, but I learned the tips for involving not just myself but also those around me in 5S activities. - Even as someone who has never been taught TPS, I was able to understand it properly! - I became aware of why improvement was merely superficial and made a commitment to redo things in the workplace. *For more details, please download the PDF or contact us.*

[Lecturer] Vice President and Director of the International Institute for Environmental Economics, NPO Honorary Professor at Tokai University, Mr. Takumi Yamamoto [Key Lecture Content] In the United States, while there are concerns about the potential for inflation and stagflation during a recession due to mutual tariffs, the stock market remains strong. It is said that the driving force behind the stock market is the increased demand for generative AI and the AI-related investments in semiconductors and power facilities necessary for the construction of data centers. However, investments are not progressing smoothly. Currently, the major barrier to AI adoption is said to be power supply. Without a reliable power supply to support data centers, AI cannot be utilized. GAFAM (Google, Apple, Facebook, Amazon, Microsoft) is securing its own power supply. Is the power supply sufficient? We will explore the power issue from various perspectives.

[Speaker] Industrial Strategy Analyst Yasuhiko Ogushi [Key Lecture Content] The grid-scale battery business is gaining attention. On the other hand, utilizing the fluctuating electricity market for grid-scale battery business makes revenue predictability difficult, and the planning and operation of complex strategies involving entry into multiple markets pose a barrier to entry for operators. In this lecture, we will analyze and organize the changes that have occurred in the grid-scale battery business using the U.S. electricity market, which has been in place for over 10 years, and derive hypotheses applicable to the Japanese market. Specifically, we will use data from California's electricity market (CAISO), Texas's electricity market (ERCOT), and the Eastern U.S. electricity market (PJM) to analyze factors influencing arbitrage revenue opportunities in the wholesale electricity market, assess the saturation of ancillary services markets, and examine cases where changes in electricity market rules have altered the revenue models of grid-scale battery operators. The aim is to provide valuable information to businesses involved in stationary battery operations in Japan and abroad. [Lecture Items] 1. Overview of the U.S. grid-scale battery business 2. Phenomena observed in the leading U.S. market and the hypotheses that can be derived from them 3. Summary 4. Q&A / Business card exchange

Our company will be exhibiting at the "Joint Academic Conference of the Tokai Block of the Japan Hospital Pharmacists Association and the Tokai Branch of the Pharmaceutical Society of Japan." We sincerely look forward to your visit.