Fourth consecutive monthly export drop reveals structural shift as Beijing’s systematic maritime dominance strategy threatens Japan’s sea trade competitiveness.
For the fourth consecutive month, Japanese exports fell, declining 0.1% year-on-year in August, with shipments to the United States plummeting 13.8% in the steepest drop in over four years.
The immediate pain is visible in Japan’s automotive sector, the backbone of its export economy. Auto shipments to America declined 28.3% in value year-on-year, as Japanese automakers slash prices to preserve market share against Trump administration tariffs, cutting into profit margins and their ability to maintain wage growth.
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