Summary

The global electrotech revolution

 A global revolution, not just a Chinese one

 Asia is poor in fossil fuels but rich in electrotech

Japan and the electrotech revolution

 Energy resources: Japan has almost no fossil fuels, but plenty of sun and wind

 Change: Japan electrified early, then lost momentum

 Renewables: Japan built solar at pace but has hardly begun on wind

 Electrification: Japan's homes and factories run on electricity, its cars on petrol

 Manufacturing: strong in electrotech, but exporting more than three times as much fossil fuel equipment

Fossil dependency: Hormuz shows the cost of imported fuel

 A $161 billion bill, three-quarters of it replaceable today

 Importing less fuel would steady the trade balance and the yen

A SWOT analysis for Japan

The electrotech manifesto for Japan

Supporting Materials