AGP Executive Report
Last update: 4 hours agoEnergy Security: Japan plans a package of new measures to strengthen energy security, including support for building an alternative crude-oil pipeline route that avoids the Strait of Hormuz, plus a crude reserve to produce naphtha and a push to maximize nuclear and renewables (including perovskite solar and geothermal). Power & Industry Costs: Japan’s wholesale power prices are set to jump as LNG costs rise, while the economy’s leading index was revised slightly higher to 116.5 in June, signaling resilience despite cost pressure. Semiconductors & Materials: ROHM unveiled 4th-gen 650V IGBTs aimed at automotive electric compressors and heaters, and Japan is also looking to recover rare earths using nuclear reprocessing tech. Manufacturing & Logistics: Sumitomo Heavy started a gasification pilot unit for SAF and biomethanol, and Toyota Tsusho selected BuyCo to digitalize global container shipping operations. Food & Agriculture: Chicken prices hit a record high as cost-conscious demand grows; Japan also sees record internet speed (1.02 petabits/sec) and continued investment in precision fermentation protein capacity abroad. Japan-India Trade: India’s BIS certification rules are in focus as Piyush Goyal pushes exemptions for high-tech manufacturers, while Japan-India business talks emphasize semiconductors, data centers, and mining cooperation.
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