This data-file on looks through 17 major nuclear plants in Japan with 45GW of operable capacity, covering the key parameters and re-start news on each facility.
In 2010, before the Fukushima crisis, Japan produced 292 TWH of nuclear electricity, which would have required about 40MTpa of LNG imports if it had all been generated by gas instead.
With all its nuclear plants shut down in 2011-12, LNG imports jumped by around 20MTpa, while the remaining shortfall was covered by ramping oil-fired power back upwards by c600kbpd.
In early-2022, we estimate there is 30TWH of upside from ramping up facilities that have partially restarted (saving 5MTpa of LNG). There is another 100TWH of upside from ramping relatively safe but idle facilities (saving 15MTpa of LNG). There is another 100TWH of upside from ramping more controversial facilities, where debates still linger over their integrity amidst the tail-risk of a direct hit from a massive earthquake (another 15MTpa of LNG), although these facilities could in principle re-start temporarily amidst a war or energy crisis.
Total global nuclear generation is around 2,800 TWH pa, so this scenario also presents meaningful uranium upside.