Episode

Japan Outlook: Oil Risk and Summit Stakes

Podcast: Moody’s Talks - Global Economy Unwrapped
Published: Mar 17, 2026
Duration seconds: 3297
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Summary

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.