The Peter Zeihan Podcast Series Trump Trade Talks: Japan Gets a Deal || Peter Zeihan
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Aug 12, 2025 Japan steps up to the plate in trade talks with the U.S., facing a hefty 15% tariff on its goods. The discussion dives into the intricate web of U.S.-Japan relations, spotlighting the semiconductor supply chain and the hurdles in negotiations. It’s a revealing look at how global trade dynamics are shifting, with Japan's resilience on full display. What’s at stake in these talks? Tune in to uncover the potential impacts on various sectors.
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15% Tariff On Japanese Goods
- The Trump administration announced a 15% tariff on Japanese goods as the headline figure.
- Peter Zeihan warns Japan's export-heavy economy could see significant industrial substitution.
Cars And Drugs Deferred In Talks
- The deal explicitly postpones negotiations on cars and semiconductors and leaves drug manufacturing unresolved.
- Peter Zeihan notes these postponements mean core industrial questions remain unsettled.
Chip Supply Chains Are Intertwined
- The US and Japan dominate different critical semiconductor steps that are hard to replicate.
- Peter Zeihan says the US makes silicon dioxide and Japan dominates photo masks, creating interdependence.