Fukui Nuclear Plant Returns, Election Deliberations Deepened

Early in the day, media continued to detail developments in Japan's semiconductor push, with Rapidus showcasing its 2nm prototype. Throughout the day, the impending Upper House election remained a central focus. Initial reports highlighted the emergence of an "anti-foreigner" party, an ongoing theme. As the day progressed, editorial attention shifted to the intensifying fiscal debate surrounding proposed household support measures and the potential market ramifications should the opposition gain significant ground. Later, a new major domestic story emerged: Kansai Electric Power announced plans for Japan's first new nuclear power plant since the 2011 Great East Japan Earthquake, seen as a crucial step for decarbonization. This marked a shift in energy policy reporting. Additionally, the implications of the prior day's Seven & i deal collapse for activist investors were also discussed.