US Tariff Agreement　Entangled Shipbuilding Investment and LNG Transport　日米関税合意、錯綜する造船投資とLNG輸送

US Tariff Agreement　Entangled Shipbuilding Investment and LNG Transport　日米関税合意、錯綜する造船投資とLNG輸送

Inside Report – Japan-US Tariff Agreement: Entangled Shipbuilding Investment and LNG Transport

インサイドレポート　日米関税合意、錯綜する造船投資とLNG輸送
迫られる日本造船と海運の決断

Behind the Japan-US tariff agreement signed by President Donald Trump on September 4, an investment memorandum simultaneously concluded by both governments is stirring waves. The memorandum specifies “shipbuilding” and “LNG imports” alongside semiconductors and pharmaceuticals as investment targets, establishing a framework in which a total of 550 billion dollars (approximately 80 trillion yen) in investment towards the United States will be determined at the discretion of the US president.

“You can read the rest of the article in both English and Japanese.” (The continuation is available in the main body written in both languages.)

Photo by White house, iStock

Key Points of This Article
→ Automobile tariffs are expected to be reduced from 27.5% to 15%, giving a tailwind to Japanese industry, but a clause has been included that would re-raise tariffs if the investment targets are not met, effectively pressing Japan to invest in the United States.
→ The United States has already placed the promotion of LNG exports and the revival of shipbuilding as part of its national strategy, with the development of Alaska LNG and the entry of South Korean capital into the Philadelphia Shipyard underway. How will Japanese shipyards and the shipping industry respond to the demand for investment in the United States, and what options lie before them?

インサイドレポート　日米関税合意、錯綜する造船投資とLNG輸送
迫られる日本造船と海運の決断

トランプ米大統領が9月4日に署名した日米関税合意の裏側で、両政府が同時に交わした投資覚書が波紋を広げている。投資対象には半導体や医薬品と並び「造船」と「LNG輸入」が明記され、総額5500億ドル（約80兆円）規模の対米投資が米大統領の裁量で決定される仕組みだ。

“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）

この記事のポイント

→自動車関税は27.5％から15％に下がる見通しで日本産業界に追い風となるが、投資未達なら関税を再引き上げる条項も盛り込まれ、実質的に対米投資を迫る構図となった。

→米国はすでにLNG輸出促進と造船業復権を国家戦略に掲げ、アラスカLNGの開発やフィラデルフィア造船所への韓国資本の参入が進む。日本造船所と海運業界はどのように対米投資に対応し、どのような選択肢があるのか。