Japan Exposure

[JohnDe]

So far I have been to several major industrial cities in Japan, and they all appear to be ramping up for full scale construction and production.

Talking to locals in management they say that the government has loosened regulations to allow more foreign workers and investors in to all parts of the economy. And where there is shortages of labour they are increasing automation and AI.
We could copy some of their ideas, like cafes that have staff shortages the Japanese have a ticket dispenser which allows people to choose their meals and pay, sit down and your meal is delivered to your table.

I am still surprised at how much cheaper food and transport is. Fuel prices are on par with is, electricity depends on the location but most where cheaper than what my business is paying.

Japan is in the process of a nuclear energy restart to meet its net-zero goals by 2050, with a target of nuclear power providing 20-22% of its electricity by 2030. This involves the restart of existing reactors under strict new safety regulations and the potential construction of next-generation plants, a shift from the post-Fukushima disaster policy. The government aims to use nuclear power to meet rising energy demand, especially from AI and tech industries, reduce reliance on expensive imported fossil fuels like LNG, and stabilize domestic energy costs