Japan’s energy future

Find below an interesting interview with the head of Japan’s largest trading company, Marubeni, in which he explores the nuclear versus LNG question for his nation with obvious implications for Australia.


  1. Good game of long short at the end there….including long agricultural commodity prices and short eurozone.

    His point on nuclear (despite Fukushima) is one which is also likely to apply to China and Korea. Sure they can get the gas, but it is expensive.