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Sheila A. Smith

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First Take: The Costs of Japan's Tsunami

Posted: 03/11/11 04:46 PM ET

The 8.9 magnitude earthquake that struck off the coast of Japan on Friday, triggering a tsunami, is the worst natural disaster in modern history for this earthquake-prone nation. The east coast of the country, from Hokkaido to Okinawa, continues to be under emergency alert for additional tsunami activity and aftershocks.

This is likely to be a humanitarian relief operation of epic proportions. Information remains scant about the full extent of the damage, and casualty reports are only beginning to come in. The northern Tohoku region seems hardest hit; the city of Sendai with a population of 2.3 million has been devastated; and already police are confirming hundreds of deaths. Regions in the north report that a massive tsunami of ten meters swept miles inland to devastate large swathes of Japanese coastal areas. Fires have broken out across towns in Miyagi prefecture.


Already struggling with a protracted process of political transition, the Japanese government will be sorely tested by this disaster. In 1995, the government response was severely criticized for being too little, too late, when the 6.9 magnitude earthquake struck Kobe.

But the government response today has been all-out and rapid. The government has mobilized almost ten thousand Self Defense Force personnel, as well as Coast Guard, fire, and disaster response teams in a mammoth disaster relief operation. Hundreds of military aircraft and over sixty ships are already deployed to northern Japan for relief operations. All major highways north have been reserved for emergency use, and various organizations are rapidly consolidating emergency relief supplies. Consultations with U.S. forces stationed in Japan are already underway to organize emergency relief support by them.

The economic impact on Japan's economy will be devastating. The Nikkei stock market has already begun to dip precipitously in the world's third largest economy. The long-term economic blow to a country already struggling to lower its budget deficit, which is now close to 10 percent of the GDP, will be significant. The 1995 earthquake in Kobe cost Japan $132 billion in damage and was the world's most expensive natural disaster.

One other concern is potential danger from the Fukushima Daiichi nuclear facility in north-central Japan, and an emergency evacuation has been ordered for those within three kilometers of the facility. While all Japanese nuclear facilities across the country have reportedly shut down automatically, and at this time there seems to be no danger, the government has declared a nuclear safety emergency as a precaution.

The United States has mobilized additional military support to assist the Japanese government effort. President Barack Obama announced that the United States "stands ready to help the Japanese people." The aircraft carrier USS Ronald Reagan has changed course to bring helicopter and other support in case of a Japanese government request for assistance. Likewise, three U.S. Navy warships already in Asia are readying in anticipation of humanitarian assistance.

While initial alerts were posted for tsunamis across Asia, at this time there seems to be little danger of damage in other countries. The recent aftershock that wreaked havoc in Christchurch, New Zealand, however, suggests that the potential for further damage in Japan and beyond is real.

This post originally appeared at CFR.org.

 
 
 
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03:18 AM on 03/13/2011
The repatriation of foreign assets by the Insurers to pay compensation will be an upward pressure on the Yen. The strength of the Japanese Yen will be the real danger to the Japanese economy.

Interestingly, the quick notes coming out of the desks are saying the European Insurers have the most exposure as a region to the Japanese quakes. Since they need to pay compensation, they need to liquidate assets. Assuming they are long their domestic bonds, it would increase the European yields. Another factor in the existing problems of the European sovereigns.

Carry Trader
http://theintrinsicvalue.com
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Anabelle Lee
12:33 PM on 03/12/2011
Add this to concerns.

If Mt Baekdu on the Chinese and North Korean border has a "terrible" eruption, it is possible the Kim family will go into their bunker and the forces of the DPRK will be sent to march on the ROK as a last stand to preserve power, since Mt Baekdu is the supernatural symbol of the Kim family's power.

They could leave it to South Korea, the USA, China, Japan and the ASEAN nations to fight it out while they wait in their nest, confident that China will win by numbers and keep taking care of them as their little brother in the aftermath.

It is a scenario to consider due to the craziness of stories and beliefs connected to Mt Baekdu.
10:13 AM on 03/12/2011
one thing we can be sure of - we can't trust the story the media tells us (including Fox News)
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scrogginsfarms
proud daughter of the american revolution
09:51 AM on 03/12/2011
what they really need is the council on foreign relations to swoop in and provide aid for these people in exchange for their sovereignty. that will really get them up and running.

"the only thing standing in the way of a global government, is the united states" george soros, before pres obama was elected.

maybe we can all be subservient to the u.n. when it's our turn to suffer? i am sure they have our best interest at heart, much like he did in europe.
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charon
Censorship is the betrayal of democracy
11:18 AM on 03/12/2011
The UN didn't lie us into a war that has killed hundreds of thousands of people.
07:54 AM on 03/12/2011
The real cost will come from the damaged nuclear power plants. This is exactly the reason Japan, and the US, should never build nuclear power plants.
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charon
Censorship is the betrayal of democracy
11:16 AM on 03/12/2011
The US was going to build a plant smack dab on top of the San Andreas fault, on Bodega Head north of San Francisco, in 1963. It took major protests to stop them. Other plants in the US are built near faults or in tidal zones that could be hit by major tsunamis, such as the San Onofre plant or Diablo Canyon plants on the beaches in southern and central California, respectively. Sitting ducks for tsunamis and near major faults, both of them.
04:07 AM on 03/12/2011
Japan survived complete destruciton of every city in ww2 and was a major power 10 years later. This damage is less then they spend on bridges to nowhere. Not significant at all except as a tribute to their efficiecy at designing earthquake proof buildings
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charon
Censorship is the betrayal of democracy
11:12 AM on 03/12/2011
They were a major power without a military. They saved a bundle not having to pay for a standing army, and they invested it in industry and infrastructure. We could learn something from them.
12:41 AM on 03/12/2011
What happen to all the money we gave Haiti? Who is addressing that issue?
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03:53 AM on 03/12/2011
thinkprogress.org/2010/09/29/coburn-​haiti-earthquake

It supposedly never made it there...
12:36 AM on 03/12/2011
Well, blessing in disguise is not the proper term but the truth of the matter is that the Japanese industry in general is all concentrated in Kanto and Kansai area. I live in Tochigi province, which practically borders on the very epicenter Tohoku area and although it shook like a boat in open water I did see no major damage anywhere. The plant where I work survived apparently intact. Perhaps the sole inconvenience was the power failure, which shut down traffic lights, gas stations, etc. Oh and cash registers! I waited in line on a grocery store shortly after the quake for like 2 hours because they were checking with good ol' calculators. And later drove home 10+ miles with traffic controllers on every corner (clearly most of them retired elderly volunteers.) No panic, no yelling at all. Gotta say they're handling this as best one can. Sometimes I get annoyed by the over-cautiousness of the Japanese. Well, now I know the reason.
11:16 PM on 03/11/2011
No government can be fully prepared to meet a disaster of such unfathomable proportions. It will take years to rebuild Japan. It has been done before, after we dropped bombs on Hiroshima and Nagasaki in 1945. Necessity is the mother of invention, and as they have done before, the Japanese will excel at using innovative means to overcome this near-apocalyptic event. Right now my prayers are with them, as they struggle through this time of literal upheaval.
08:53 AM on 03/12/2011
We broke it and we were the ones who paid to fix it.
yappnmutt
humping legs for liberty
08:58 PM on 03/11/2011
the economic impact will hardly be devastating(unless you are an insurance company). it will even be very helpful giving the timing. there will be the need for billions of dollars in private and public money spent to rebuild homes, highways and businesses. this is the best kind of economic activity. don't think the the japanese will miss the opportunity(think katrina) to build everything back bigger and better than before. the japanese excel at thinking and acting with a focus on the greater good once they devise a plan to act on. they don't have the predatory mindset of usa business especially in disaster.
01:20 AM on 03/12/2011
You're stating the broken window theory of economics, a foolish idea at best.
yappnmutt
humping legs for liberty
01:36 AM on 03/12/2011
no. i am stating the post andrew boom in south florida theory. south dade was completely rebuilt and everyone made a bunch of money during the bush 1 recession. it turned out to be the best thing to happen to south dade and south florida since oranges.

the japanese will show the world how it is done.
yappnmutt
humping legs for liberty
01:43 AM on 03/12/2011
the fallacy of the broken window theory in this case is that there is no other place the money can be spent or will be spent(the multiplier) until the windows are fixed. it is not a transference of demand. it is primary demand that will then fuel all sorts of other demand unencumbered.
04:49 AM on 03/12/2011
You've never watched a Yakuza movie, have you, or perhaps Yojimbo?
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john frodo
armchair expert
08:16 PM on 03/11/2011
This disaster will easily reach $500 billion and that is if they prevent a Chernobyl. For the US and the world it is a disaster long imagined. Japan cashes in its US treasury bonds to pay for repairs. Hold on to your hats, its going to be a roller coaster. Thats the cold hard facts, but I love Japan and no one in todays world can not help to think about this nation that has punched way above its weight to bring us the future. They are going to need help, please give generously. Unlike Haiti, Pakistan and other third wold countries, this money will not go straight to Switzerland.
08:55 AM on 03/12/2011
If it is funneled through the Red Cross, it may not go to Switzerland but it will never make it to Japan either.
08:06 PM on 03/11/2011
On the political front, it is likely that calls for the resignation of Prime Minister Kan will stop, or at least become fewer, during the initial response to this disaster.

On the economic front, whether the impact will depend in part on whether the rest of the world thinks that it is reasonable for Japan to increase its deficit in the short term to rebuild infrastructure and housing destroyed by the earthquake.
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john frodo
armchair expert
08:18 PM on 03/11/2011
Your looking at a price tag way north of $400 Billion
11:25 PM on 03/11/2011
That's a low bid, I fear, john. More like a trillion, at least. The cost of raw materials have gone out of sight, and short availability puts them at a premium. And of course, there are the profiteers who will sniff a windfall coming their way and price their materials accordingly. I think there should be limits on profits for rebuilding after a disaster. Look at what was donated toward Haiti, and look at how the people are still living in tarp sheds over a year later. There needs to be an honest accounting of donations and a rein on how much profit the 're-builders' can charge for labor and materials.
Bernique
Solar is clean, cheap and plentiful
07:02 PM on 03/11/2011
Something tells me, Ms. Smith, that the Council on Foreign Relations is not overly concerned with the near-future economy of Japan. They just got their big win with the resignation of the head of the party they didn't want in place. If anything, this tragedy will make the Council ... smug.
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OMEGA MAN
A wise man learns by the mistakes of others, a foo
06:52 PM on 03/11/2011
After forcing tax increases and spending cuts last year for "Austerity Measures" I would like to see where Japan finds the money to pay for this. June 22, 2010
"Regarding short-term efforts, the central government will freeze its annual policy spending for the next three fiscal years—including annual tax grants to municipalities—at this year's figure of about 71 trillion yen, the guidelines said. Attempting to cap policy outlays, which account for three-fourths of the current fiscal year's 92.299-trillion-yen national budget, is important". http://online.wsj.com/article/SB10001424052748704895204575321851224420136.html
08:56 AM on 03/12/2011
The Japanese economy has been in contraction for the past 20 years.
peowlemeow
Democrat,non-military,undereducated,overworked
06:51 PM on 03/11/2011
How to slow the pace from hideous to horrible.