トランプのタリフスと日本の貿易
やっほー、みんな。今日は、7月5日、2025年、8時53分、日本時間です。
トランプの提案のタリフスについて話したいと思います。
トランプの提案のタリフスについて話したいと思います。
トランプの提案のタリフスについて話したいと思います。
You know, Japan lost in World War II and was placed under the U.S. occupation.
Thanks to the post-war structure and the American-led GHQ order, Japan was able to rebuild and grow rapidly.
But if Americans had not occupied Japan, further it had been the Soviet Union instead.
It's likely we would not have recovered this fast or joined the global economy so early.
In that sense, Trump's claim that Japan has been spoiled for many years might actually contain some truth.
Now, if you look at Japan's trade data today,
you will see that our biggest export destination is the United States, around 20%.
Then China at 15%, 17% and 18%, followed by South Korea.
Clearly, we rely heavily on the U.S. as a buyer.
On the flip side, the U.S. exports mainly to Mexico, Canada and China.
Japan is important, yes, but not that critical to American export revenues.
From the U.S. perspective, Japan is not a key customer.
日本の経済的依存と自立
It's more like a dependent supplier.
That's why I started thinking,
is Japan still selling to its parent, to the U.S., in a kind of economic dependence?
It's like earning pocket money by constantly asking your parents to buy from you.
It might look like an economy, but in reality, it's not sustainable.
The more Japan exports to the U.S., the worse the American trade deficit becomes.
That's not real trade. That's an ambulance.
And Trump seems to be trying to correct that ambulance.
Not out of honesty, but out of strategy.
In fact, I believe Trump wants Japan to wake up.
He's not trying to bring us down.
He's telling us, stop relying on your parents.
Go out and do business with the rest of the world.
He wants Japan to expand into the global south,
into regions like Indonesia, India and Africa.
A place where China is currently extending its influence.
And he wants Japan to be counterbalanced to that.
Japan has manufacturing strength.
So if we redirect that power toward the global south,
日本の経済的自立
we not only help those economies grow,
but we also become a stronger, more independent nation.
A true partner. Not just an obedient child.
If we want to keep doing business with the U.S.,
then build factories in the U.S., produce and sell locally.
But don't keep relying on trade ambulances to make money.
In that sense, Trump's message is pretty clear.
Stop selling to your parents.
Start building your own client base.
And if Japan actually pulls this off,
if we reduce trade dependency on the U.S.
and expand our influence across the global south,
then Japan becomes a fully independent, globally relevant power.
We could compete with China, not by war,
but through economic pressure.
Not through dominance, but through balanced cooperation.
That's why I see these tariffs not as a threat,
but as a form of shock therapy.
A shock victory moment.
A wake call that forces us to rethink our structure.
And frankly, that's what China fears the most.
A Japan that wakes up, breaks free from the dependence,
トランプ関税の影響
and starts to shape the world through its own influence.
That's their worst nightmare.
So, yes, it's a painful transition.
But it's also a chance for Japan to finally stand alone
and lead again, not through an expiry,
but through trade and shaped prosperity.
Thank you for listening.
This has been my take on Trump's tariff catastrophe for Japan's transformation.
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See you next time.
