How the Yen Is Rewiring Asian Auto Supply Chains

Episode 26 of International Business with Fexingo: Lucas and Luna examine how the yen's prolonged weakness—now at 159 to the dollar—is forcing Japanese automakers to rethink decades-old supply chains. With Toyota and Honda shifting production back to Japan while Korean rivals like Hyundai gain cost advantages, the episode drills into specific plant announcements, currency hedging strategies, and what the 8% surge in Korea's ETF tells us about the realignment. Lucas brings a concrete example: Toyota's decision to consolidate North American engine production in Alabama, a move that only makes sense when yen-denominated costs are 30% cheaper than three years ago. Luna challenges whether this is durable or just a short-term arbitrage. The hosts also touch on the yen carry trade's collapse and how it's changing trade finance across Asia. Includes listener-supported donation segment. #Yen #JapanAuto #Toyota #Honda #Hyundai #SupplyChains #Currency #CarryTrade #AsiaTrade #AutoIndustry #ETFs #Korea #Japan #TradeFinance #Business #GlobalTrade #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo