Takaichi Becomes New PM What Will Be the Impact on Japan’s Shipbuilding Industries 高市氏が新首相、日本造船への影響

The ruling Liberal Democratic Party of Japan held its leadership election on the 5th, and Sanae Takaichi (64) has been confirmed as the new party president. If Takaichi were to become Prime Minister, what kind of impact would this have on Japan’s shipping and shipbuilding industries? Maritime Bridge Japan examines the Liberal Democratic Party’s policies and economic stance based on previous reporting.

Key Takeaways:

→ The factor that has the greatest impact on the performance of Japan’s shipping and shipbuilding industries is the exchange rate. If the yen simply weakens, income earned in dollars increases when converted into yen. Following the appointment of the Liberal Democratic Party’s Sanae Takaichi as party president, the Tokyo foreign exchange market on the 6th saw a sharp decline in the yen. During the morning session in Tokyo, the exchange rate fell into the ¥150 range against the US dollar — the lowest level in approximately two months — while simultaneously marking record lows for the yen against the euro, the pound, and the Swiss franc.

→ If the “Takaichi–Trump” line functions effectively, support for Japan’s shipbuilding could surge dramatically.

　The key question for the Japanese shipbuilding industry is who will serve as the primary point of contact, and in what capacity. Calls for shipbuilding support from the shipping sector are already emerging.

“You can read the rest of the article in both English and Japanese.”（続きは英語と日本語で書かれた本文でお読みください）

Credit by 自民党広報、iStock,

MBJリポート、高市氏が新首相、日本の海運、造船への影響は

　日本の与党、自民党の総裁選選挙が5日実施され、高市早苗（Sanae Takaichi,64歳）氏が新総裁に就任することが決まった。仮に高市氏が総理大臣に就任した場合、日本の海運・造船業にどのような影響を与えるのか。Maritime Bridge Japanがこれまで取材してきた自民党の政策や経済方針から読み説く。

この記事のポイント

→日本の海運、造船業界にとって最も業績に影響を与えるのは為替である。単純に円安になればドルで得た収入を円換算すれば円ベースでの収入が増える。自民党の高市早苗氏が総裁に就任した6日の東京外国為替市場では、円相場が急落した。東京時間の午前中には、1ドル＝150円台と約2カ月ぶりの安値水準を付け、対ユーロ・対ポンド・対スイスフランでも軒並み円の史上最安値を更新した。

→「高市－トランプ」ラインが機能すれば、日本の造船支援は一気に高まる。

　日本の造船業界は誰がどのように窓口になるのか。海運からの造船支援の声は出ている。

“You can read the rest of the article in both English and Japanese.”（続きは英語と日本語で書かれた本文でお読みください）