AGP Executive Report
Last update: 3 hours agoEnergy: Surging fuel costs have pushed Japan’s electricity prices to a four-year high. Japanese companies are also expanding low-carbon supply, including a solar-plus-storage plant and biomass co-firing in Vietnam. Autos: Toyota will build Waymo-equipped bZ4X robotaxis, targeting service in Japan from 2027 and future expansion overseas. Honda’s new Alpha electric SUV will debut in India, which could become its production base. Meanwhile, Japanese automakers’ China output fell 32%, its lowest April–September total since 2008. Manufacturing and Technology: Japan’s factory growth slowed to a seven-month low as costs rose. Murata plans to invest $6.3 billion in capacitor production over five years to meet AI demand, while Aisin says its new AI chip cuts energy use by 98%. Content Industries: Japan’s anime market topped ¥4 trillion, with overseas demand surpassing domestic sales.
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