Monthly Power Generation Results and Status of Output Curtailment (18th Period)

Comparison of Monthly Actual vs Forecasted Generation and Current Status of Output Curtailment

This report specifies the comparison between monthly actual power generation and forecasted generation, and the implementation status of output curtailment for the 18th period (July–December 2026). Total actual generation of held assets for October 2026 was approximately 5.0% lower than forecast at 5,842,202 kWh, with a total variance of -1,119,140 kWh. By plant, some sites such as Yabuki and Kirishima experienced positive or negative variances, and total CO2 reduction is calculated at approximately 11,755,567 kg-CO2. Many plants have implemented online output curtailment, and the total number of curtailment days is 51 days (full term).

Impact for Investors and Future Disclosure Points

The divergence between forecasted and actual generation is an important part of operational risk. The implementation status of online output curtailment can serve as an indicator of output stability and grid response, so investors should monitor the expansion of output curtailment capabilities and progress in improving the reliability of future generation forecasts. Formal monthly variance data and the application status of output curtailment are expected to continue being disclosed.