As we mentioned in our previous post the anectdotal evidence around the lasting impact to the coastline infrastructure is becoming more clear.
Please see the attached to experience the scope of the problems facing the region http://www.abc.net.au/news/events/japan-quake-2011/beforeafter.htm... The reality is that it will be at least 1-2 years to rebuild, thus the Japanese goverment's projection that this is a minimum 309 billion cost.
As you can see from the pictures of the power plant, the damage is extensive and there are reports of radiactive particles leaking into the water table. The analysis will obviously be ongoing. I will endeavor to keep you all closely posted on develpments and the impact on the supply chain.