I came back to Tokyo late last year after having served in Baghdad as Japan's ambassador to Iraq. It was a great relief to return home after several long stints in Iraq, New York, Beirut, Damascus, and Amman over the past nine years.
I should have felt relaxed in Japan, but I sensed a strange feeling of anxiety hovering in the Tokyo air, a sense of deepening insecurity in the world that is affecting this peaceful Japanese society. Living in Japan used to mean peace and security of the kind lacking in many other parts of the world. It was a luxury of stability, but this may now have ended, as global crises and conflicts become intertwined.
China militarism
The biggest security challenge for Japan over the past decade was posed by the military rise of China, most visible in the bold activism of Chinese maritime expansion, from its navy to coast guard and even maritime militias disguised as Chinese fishermen appearing in the vicinity of Japan’s Senkaku islands.
The People’s Liberation Army’s Air Force now challenges Japan’s Air Self-Defence Force by flying into Japanese airspace, while the PLA’s Rocket Force aims more than 4,000 missiles at Japan at any one time, should a conflict arise. If reports are true, China’s nuclear arsenal of around 500 nuclear warheads will increase to over 1,000 by 2030.
Meanwhile, Chinese President Xi Jinping is increasingly vocal about his intention to invade Taiwan. US military analysts have even suggested a date: 2027. China's army, navy and air force have expanded their military exercises near Taiwan.
Its coast guards have felt sufficiently emboldened as to check Taiwanese boats sailing between Taiwan and Taiwan's Kinmen Island, 10km east of the city of Xiamen in Fujian, in mainland China. Since Japan hosts more than 50,000 US forces (mainly in Okinawa Islands, the country's most southerly islands), any military conflict concerning Taiwan affects Japan's security.
Ukraine war
Although distant, the war in Ukraine still affects Japan. Since the Russian invasion, Japan has advocated for the critical importance of the rule of international law. This is especially important, given the increasingly precarious situation in Asia, in view of China's unlawful maritime activities in the East China Sea and South China Sea. Fumio Kishida, who served as Japan's prime minister from 2021-24, said: "Today's Ukraine is tomorrow's Asia," in reference to any invasion of Taiwan by China.
The Japanese were struck by the sudden appearance of thousands of North Korean soldiers fighting alongside the Russians against the Ukrainians. This shows a worrying new military alliance between Moscow and Pyongyang, with regular military exercises being conducted between Russia and China around Japanese islands.
Antagonistic tariffs
Yet the greatest shock to hit Japan recently was not military, but economic, with a 24% increase of the US tariff measures announced by President Donald Trump last month, plus an additional 25% for vehicles, vehicle parts, steel, and aluminium. These US tariffs are forecast to cause Japan’s GDP growth to fall by at least 0.7%. In particular, it will hit Japan’s automotive sector, which employs more than 5.5 million workers.
The US, where 1.37 million Japanese cars were sold in 2024, is the largest export market for Japanese cars in the world. Japan’s car exports to the US constitute around a third of all Japanese products exported to the US. US tariffs targeting third countries—like Canada and Mexico—seriously disrupt the supply chains of Japanese auto manufacturers that have invested in these countries to export Japanese cars from there to the US market.