Japan Outlook: Oil Risk and Summit Stakes

Japan Outlook: Oil Risk and Summit Stakes

March 17, 2026 · 55 min · Episode 72

About this episode

The episode discusses Japan's economic challenges and geopolitical risks as Prime Minister Takaichi heads to Washington amidst energy market tensions.

GEU sits down with David Boling, Principal at The Asia Group, to unpack what Japan is walking into as Prime Minister Takaichi heads to Washington and conflict in the Middle East rattles energy markets. Oil supply chains are under strain, the yen wobbles, and U.S. President Donald Trump shows no sign of easing his tariff instincts. Japan clearly has its work cut out. Can Tokyo still lean on old alliances and familiar playbooks in a world that feels more fractured and transactional? Boling walks through the risks and what Japan needs to get right.

People in this episode

Guest: David Boling

Topics covered

Keywords

Mentioned in this episode

Organizations: The Asia Group

Places: Japan, Washington, Middle East

More episodes of Moody’s Talks - Global Economy Unwrapped

Explore listener stats, chart rankings, contacts and more on the Moody’s Talks - Global Economy Unwrapped podcast page.