Sustainability Strategies of Japanese Firms under Structural Yen Depreciatio.: Constructing a Resource-Autonomous Model by Integrating Ambidextrous Management  and Satoumi Capital Theory

Ogata, Taiyo

doi:10.51094/jxiv.3009

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Ogata, Taiyo Department of Advanced Aquaculture Science, Faculty of Marine Biological Resources, Fukui Prefectural University

DOI:

https://doi.org/10.51094/jxiv.3009

キーワード:

Management Strategy、 Ambidextrous Management、 Glocal Ambidexterity、 Resource Dependence Theory、 Macroeconomics、 Structural Yen Depreciation、 Greenflation、 Resource Autonomy、 Environment & Policy、 Satoumi Capital Theory、 J-Blue Credit、 Environmental Sovereignty、 Corresponding Adjustment

抄録

"Glocal Ambidexterity": Navigating Structural Yen Depreciation through Resource Autonomy

This paper proposes a strategic framework for Japanese firms to secure a sustainable competitive advantage amidst structural yen depreciation. While a weak yen yields short-term gains, it poses long-term threats via "greenflation"—the rising cost of imported resources. Integrating "Ambidextrous Management" with "Satoumi Capital Theory," this study advocates for the reallocation of global foreign exchange gains into domestic natural and human capital.

Key Findings

J-Blue Credits as a Capital Conversion Tool: By shifting from dollar-denominated overseas offsets to yen-denominated domestic blue carbon, firms can eliminate currency risk while fostering domestic ecosystems.
Multi-Sector Case Analysis: Examining MOL, Seven & i, Nippon Steel, and Tokio Marine & Nichido, the paper demonstrates how nature-based investments directly enhance supply chain resilience and green disaster prevention.
Financial Proof of Concept: A five-year simulation reveals that investing 1% of FX gains into domestic "Satoumi" avoids approximately 43 billion JPY in potential losses, proving its rationality as a financial hedge.

Strategic Implications

Japanese firms must view the weak yen as a "war chest" to reclaim and strengthen domestic environmental assets. The paper calls for the establishment of "Environmental Sovereignty" to prevent value leakage and urges leaders to implement "Glocal Ambidexterity"—earning globally while nurturing the local environment for the next century.

利益相反に関する開示

Conflict of Interest The author (Taiyo Ogata) serves as a Secretary of the Japan Blue Economy Promotion Study Group (BERG) within the Japan Blue Economy Association (JBE), the certifying body for the J-Blue Credit® scheme discussed in this paper. The auth

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著者の経歴

Ogata, Taiyo、Department of Advanced Aquaculture Science, Faculty of Marine Biological Resources, Fukui Prefectural University

In 2021, [Taiyo Ogata] pioneered digital transformation (DX) in oyster aquaculture and "Satoumi" (coastal sea) restoration. They launched specialized e-commerce and cloud-based platforms while spearheading the restoration of seagrass (Zostera marina) beds. During this period, they presented their Satoumi model at the Nikkei SDGs Festival. In 2023, they joined Amazon Japan, where they focused on enhancing last-mile customer experiences and participated in global sustainability initiatives at Amazon.com’s U.S. headquarters. Since 2025, they have been leading the sustainability strategy team for the LSC project within Microsoft (LinkedIn) Japan’s Partner Business division. Concurrently, they serve as an Executive Member of the Japan Blue Economy Association (JBE), an MLIT-authorized corporation, where they lead research and strategic PR for the blue economy.

引用文献

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Ports and Harbours Bureau, MLIT (2023). Roles and Expectations of Blue Carbon in Global Warming Countermeasures. (In Japanese)

Japan Blue Economy Association (JBE) (2023). J-Blue Credit Scheme Guidelines (Ver.2.0).

Fisheries Agency (2023). FY2022 Fisheries White Paper. (In Japanese)

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Schnabel, I. (2022). A new age of energy inflation: climateflation, fossilflation and greenflation. Speech at the ECB.

Sustainability Strategies of Japanese Firms under Structural Yen Depreciatio.

Constructing a Resource-Autonomous Model by Integrating Ambidextrous Management and Satoumi Capital Theory