S8 Ep805: 5. Japan's Energy Vulnerability and Military Rearmament Guest: Grant Newsham Summary: Japan faces extreme risks due to its 95% reliance on Middle Eastern oil. Under Prime Minister Takaichi, the nation is moving toward rearmament and seeking energy securit

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John Batchelor

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🗓️ 30 April 2026

⏱️ 13 minutes

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Summary

5. Japan's Energy Vulnerability and Military Rearmament Guest: Grant Newsham Summary: Japan faces extreme risks due to its 95% reliance on Middle Eastern oil. Under Prime Minister Takaichi, the nation is moving toward rearmament and seeking energy security through American and Canadian partnerships instead. 5

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0:22.8	entrepreneurs like you. Sign up for your $1 a month trial at Shopify.com slash setup. I'm John Bachelor. Japan in the Gulf crisis. I welcome Grant Neusham, the United States Marine Corps, retired colonel, the author most importantly of
0:55.1	when China attacks. Japan, a new prime minister, Tachichi Sinai, and the crisis is upon every nation,
1:01.8	but most acutely, Japan, why?
1:06.1	Reuters reports, Japan's exposure and vulnerability to the global energy shock are unique among the G7
1:13.2	group of rich nations. Japan relies on the Middle East for 95% of its oil supplies, 11% of its
1:20.8	liquefied natural gas imports, 70% of that and 6% of the oil and 6% of LNG comes by the straight of our moves.
1:31.0	The Bank of Japan is wading, and a wait-in-sea mode, says Reuters,
1:35.4	as it assesses which of the two risks from the current crisis is greater.
1:39.6	Are we going to take a growth hit, or are we going to see an inflation spike?
1:45.8	Grant, a very good day to you.
1:56.5	This would be bad news for any nation. And Japan most currently favors the difficulty of making an adjustment into a world where the People's Republic of China is daily hostile, daily. It's amazing.
2:03.0	They keep the propaganda up against Japan no matter what happens that day. Also, Japan has a new
2:08.8	Prime Minister, Taki Tzu Sinai, who's celebrated, who is very effectively elected, and who's
2:14.8	on the hawkish side. But all of this has to wait because of the energy crisis.
2:19.3	You're just back from Tokyo. You spent many years there in uniform and not in uniform.
2:24.6	How is it faring in the early days of what could be a crisis that will last through the years,
2:30.2	oil between 86 and 115 a barrel. Good day to you.
2:38.0	Well, hi, John. Well, I think the Takahichi administration, well, of course, they would rather not have to deal with this problem, but they've got it. But you find that Japan is a very
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