Fortune | FORTUNE 07月10日 19:25
Trump wants Japan to import U.S. rice to cut trade deficit but consumers hate it—American rice ‘tastes awful. It lacks stickiness’
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美国总统特朗普坚持要求日本增加进口美国大米,这给日本首相石破茂带来了政治难题,可能危及其首相职位。特朗普威胁对日本征收25%的关税,除非达成贸易协议,其中包括增加对美国商品(如石油、汽车和大米)的进口。然而,大米在日本的贸易逆差中占比很小,增加进口可能对整体贸易影响不大。但对于石破茂来说,大米问题涉及复杂的政治因素,可能引发国内不满,并可能导致他在7月20日的选举中失利。文章分析了这一政治困境以及大米进口对日本文化和食品安全的影响。

🍚特朗普要求日本增加美国大米进口,并威胁征收25%的关税,这与日本700亿美元的贸易逆差有关,希望日本增加石油、汽车等商品的进口。

🌾大米在日本的贸易逆差中占比很小,仅占美国对日本出口的0.37%,即使翻倍影响也“微不足道”。然而,增加大米进口对日本的政治影响重大。

🎌大米在日本文化中占有重要地位,进口大米可能被视为“国家耻辱”,并引发对食品安全的担忧。许多消费者认为外国大米质量较差,缺乏日本本土大米的粘性。

🗳️石破茂的政府表示不会在进口大米问题上妥协,但由于政治压力,未来可能改变立场。石破茂正面临着来自国内强大游说团体的压力,同时又要维持岌岌可危的支持率。

Donald Trump’s insistence that “spoiled” Japan imports more US rice is adding to Prime Minister Shigeru Ishiba’s problems ahead of elections that could sink his premiership after less than a year in office.

Japan is one of more than 20 countries receiving letters this week from the US president warning of “reciprocal” tariffs from August 1 failing a trade agreement with Washington.

The 25 percent across-the-board levy for Japan is separate from similar charges for cars, steel and aluminium that have already been imposed.

Trump wants to get Japanese firms to manufacture more in the United States and for Tokyo to buy more US goods — notably gas and oil, cars and rice — to reduce the $70 billion trade deficit with the Asian powerhouse.

“I have great respect for Japan, they won’t take our RICE, and yet they have a massive rice shortage,” Trump said on Truth Social on June 30.

Rice, though, is small fry in the grand scheme of bilateral business between the countries.

BMI Fitch Solutions said that it accounts for only 0.37 percent of US exports to Japan, and that even doubling that would have a “negligible” effect on overall trade.

“(The) Trump administration seems more concerned with the optics of striking deals than with meaningfully narrowing the US trade deficit,” BMI said.

For Japan, doubling imports could be swallowed if only the economic impact is considered.

It could be well worth it if such a concession could reduce or even remove Trump’s damaging 25 percent tariff on Japanese autos.

Lost majority

But the politics of rice are fraught for Ishiba, whose ruling coalition disastrously lost its majority in lower house elections in October.

Upper house elections on July 20 could see a similar drubbing, which might prompt Ishiba to quit, 10 months after taking the helm of the long-dominant but unloved Liberal Democratic Party (LDP).

Rice Japan holds a cherished place in Japanese national culture — samurai reputedly used to be paid in it.

Relying on imports — currently almost all rice consumed is grown domestically — would be seen by many as a national humiliation for the country of 124 million people, and risky.

“Culturally, and historically, the Japanese people are all about rice,” Shinichi Katayama, the fourth-generation owner of 120-year-old Tokyo rice wholesaler Sumidaya, told AFP.

“I personally welcome having an additional option for Japanese consumers. But I also feel the move (letting in lots of foreign rice) is too early from the standpoint of food security,” he said.

“If we become reliant on rice imports, we may face shortages again when something happens.”

While Japan already imports rice from the United States, many consumers see foreign, long-grain varieties as being of dubious quality and lacking the requisite stickiness of the homegrown short-grain rice.

Bad memories linger from when Japan suffered a cold summer in 1993 and had to import large volumes of the grain from Thailand.

American rice “tastes awful. It lacks stickiness”, said Sueo Matsumoto, 69, who helps families where children have hearing difficulties.

“If they (the Americans) want to export to Japan, they must work at it. They must think about consumer preference,” he told AFP in Tokyo.

No sacrifice

As a result, Ishiba’s government has been at pains to say it won’t bend on the issue — although this may change after the election.

“We have no intention of sacrificing agriculture in future negotiations,” Chief Cabinet Secretary Yoshimasa Hayashi said recently.

“Ishiba is walking a narrow plank, wary of provoking powerful domestic lobbies like rice farmers, while juggling an approval rating that would make aggressive trade moves politically perilous,” said Stephen Innes at SPI Asset Management.

The government has already been under fire for the recent skyrocketing of rice prices, which have roughly doubled in 12 months.

Factors include a very hot summer in 2023, panic-buying after a warning of an imminent “megaquake” in 2024,  alleged hoarding by some traders, and a surge in rice-hungry tourists.

To help ease the pain, Tokyo is tapping emergency stockpiles, and imports have risen sharply — led by rice from California — but these are still tiny compared with domestic production.

“All these problems with rice prices show the LDP’s agriculture policy has failed,” retiree Yasunari Wakasa, 77, told AFP.

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特朗普 日本 大米 贸易 政治
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