IESET.
Policies·jp_kan_fit_renewable_law_2011

Japan Feed-in Tariff (FIT) law for renewable electricity 2011

JPN·2011 – 2012·enacted 2011-08-26·DPJ-PNPcandidate
movesenvironmental stringency↑sectoral subsidy↑energy supply security↓

What the policy did

Act on Special Measures concerning Procurement of Renewable Electricity by Electricity Utilities (Law No. 108 of 2011), passed 26 August 2011 under the Kan cabinet as a condition of his resignation, effective 1 July 2012. Required utilities to purchase solar, wind, small hydro, geothermal, and biomass generation at pre-set tariffs guaranteed for 10-20 years. Initial solar tariff of ¥42/kWh was among the most generous globally, triggering a large mega-solar installation wave 2012-2015 that made Japan the second-largest solar market. Costs passed through as surcharge on electricity bills, rising from ~¥0.2/kWh to ~¥3/kWh by 2020. Core response to Fukushima nuclear-shutdown energy-mix gap.

Policy-content fingerprint — what this policy moved, on which axes

Per invariant 3, reforms are scored by what they did on each channel-separated axis, not by the party that enacted them. This fingerprint is how the policy-match engine finds historical analogues.

intended
↑
environmental stringency
regulatory.environmental_stringency
Environmental regulation stringency — emissions caps, standards, phase-out mandates, carbon pricing, renewable portfolio standards.
increased · strong
more stringent environmental rules
First mandatory economy-wide renewable-purchase obligation with premium tariff.
↑
sectoral subsidy
fiscal.sectoral_subsidy
Targeted industrial and sectoral subsidies (renewable energy, chip manufacturing, agriculture, green hydrogen, etc).
increased · strong
expanded sectoral subsidies
Cross-subsidy funded by electricity surcharge transferred to renewable generators.
unintended / side-effect
↓
energy supply security
regulatory.energy_supply_security
Policy posture toward energy supply security — domestic production capacity, import diversification, strategic reserves, nuclear stance, fossil-fuel mix discipline.
decreased · weak · unintended
lower supply-security posture (single-supplier dependence, early phase-outs)
Intermittent-renewable share rose without firming capacity; nuclear remained offline.

Enacted by

Empirical evidence — linked hypotheses

Explicit links are curated by the author. Inferred links are hypotheses in the library that test the same axes this policy moved — the framework's answer to "what does the data say about a policy like this?".

Germany's industrial electricity prices diverged upward from a basket of comparable industrial peers (United States, France, Sweden, Norway, Finland) after the 2011 Energiewende pivot and the gap widened further through the 2014 nuclear-phase-out milestones and the 2022 gas crisis.
german_energiewende_industrial_cost_trajectoryinferred
viaregulatory.energy_supply_securityfiscal.sectoral_subsidyregulatory.environmental_stringency
refuted — Germany's industrial GVA gap on 2015-2020 average is +0.095 log (wrong sign for industrial-cost-penalty story), placebo p=0.4444444444444444.
refuted
German industrial gross value added, manufacturing output, and real household income diverged materially from a synthetic-Germany donor- pool counterfactual over 2018-2025, and a variance decomposition across candidate channels attributes the majority of the divergence to regulatory-channel factors (Environmental Policy Stringency index increase post-2017, nuclear-phase-out schedule, single-supplier Russian gas dependency lock-in, industrial emission and reporting rules) rather than to fiscal-channel factors (general government consumption and tax burden were broadly stable across the Merkel late-term and Scholz years, with the debt brake in effect until 2023).
germany_decline_2018_2025_regulatory_not_fiscalinferred
viaregulatory.energy_supply_securityregulatory.environmental_stringency
partial — DEU below synthetic by -0.251 cumulative over 2018-2022 (sign correct), but magnitude or placebo p=0.36363636363636365 below pre-registered thresholds…
partial
Countries with aggressive green-transition regulatory stringency layered on top of gas-indexed wholesale electricity markets and premature phase-out of firm-dispatchable generation (Germany, UK, Belgium, Netherlands) have experienced materially higher industrial electricity prices 2015-2023 than comparable economies with more measured transition paths (France's nuclear retention, Nordic hydro, USA's shale-gas-backed grid).
green_transition_cost_trajectory_electricity_pricesinferred
viaregulatory.energy_supply_securityregulatory.environmental_stringency
INCONCLUSIVE_DATA_PENDING — treatment 'aggressive_green_transition_dummy' has no within-country variation under country fixed effects
run pending
Policy-driven nuclear phaseouts produce a three-order causal chain.
nuclear_phaseout_energy_cost_industry_exitinferred
viaregulatory.energy_supply_securityregulatory.environmental_stringency
PARTIAL — mean_gap=+0.04357, |gap|/pre_sd=8.7, p_perm=0.25; claim direction ambiguous
partial
Germany's 2010-2024 Energiewende-driven reduction in territorial CO2 emissions, valued at a central social-cost-of-carbon (SCC) of USD 185/tCO2 (Rennert et al.
energiewende_avoided_emissions_value_outweighs_industrial_costinferred
viaregulatory.energy_supply_securityfiscal.sectoral_subsidyregulatory.environmental_stringency
PARTIAL — shape=panel_summary, |Δ_log|=0.119, ratio=1.13; claim direction ambiguous
partial
The 2022-2026 wave of major-economy industrial-policy programmes — US IRA + CHIPS, EU Critical Raw Materials Act + Net-Zero Industry Act, EU Chips Act, Japan Green Transformation (GX, ¥150tn / ~$1tn announced), Korea K-Chips + Korean New Deal 2.0, China 14th Five-Year Plan + Made-in-China-2025-2.0 with semiconductors and clean energy as national-security frontier — represents the largest coordinated wave of industrial-policy spending in the post-1970s OECD record.
green_industrial_policy_global_chip_race_2022_2026inferred
viafiscal.sectoral_subsidyregulatory.environmental_stringency
INCONCLUSIVE_DATA_PENDING — insufficient observations after listwise deletion (20)
run pending
Countries with very large renewable-electricity gains should also show visible economy-wide energy transition: among countries where renewable electricity share rose by at least 20 percentage points from 2000 to 2023, at least 80% should increase renewables' share of total energy by at least 5 percentage points, and the median total-energy renewable-share gain should be at least 8 percentage points.
owid_electric_renewables_total_energy_followthrough_2000_2023inferred
viafiscal.sectoral_subsidyregulatory.environmental_stringencyregulatory.energy_supply_security
supported
supported
EU Emissions Trading System (ETS) allowance prices traded in a sustained €70-100/tCO2 range from late 2021 through 2024 (with a peak at €105 in February 2023), a step-change above the €5-30 range that prevailed through Phase I-III (2005-2020).
eu_ets_price_2022_2026_carbon_signal_strengthinferred
viaregulatory.environmental_stringencyregulatory.energy_supply_securityfiscal.sectoral_subsidy
INCONCLUSIVE_DATA_PENDING — no outcome variable loaded
run pending

Similar historical policies

Ranked by axis-fingerprint overlap with this policy. Direction match bolded — those are the closest historical analogues. Shape of the match is what drives policy-outcome comparison, not the country or party label.

References