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Japan’s US Exports Rise 8.8% in November, Ending Eight-Month Slide

Local reports point to recent US tariff cuts as a possible driver of the turnaround.

Overview

  • The Finance Ministry’s preliminary November data show exports to the United States increased 8.8% year on year to ¥1.8169 trillion, the first growth after eight months of declines.
  • Automobile exports to the United States rose 1.5% by value, with shipment volumes up 7.7% and back in positive territory for the first time in months.
  • The US tariff on Japanese autos was reduced in September to 15% from 27.5%, and Japanese media say the impact of earlier high tariffs has eased.
  • Pharmaceuticals and mineral fuels led export gains to the United States, while semiconductor manufacturing equipment fell 28.5%.
  • Imports from the United States rose 7.1% to ¥1.0771 trillion, and for all partners Japan’s exports grew 6.1% and imports 1.3%, lifting the trade surplus 11.3% to ¥739.8 billion.