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.

Houses and Holes

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.

He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.

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  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.