Falling Japanese Share of Global Auto Production
Congrats on another excellent analysis! The only thing I would add is that leading Chinese EV maker BYD has already entered the Japanese market and is aggressively marking its cars. I see their Japanese language adds in my FB feed all the time, and a university colleague just bought a BYD and so far is satisfied.
This is the beginning of the end for Japan. Things can go direful for Japan if the conflict in Taiwan occurs.