Taylor & Martin Enterprises, LLC
Japanese trading companywww.taylorandmartin.com
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Search complete. 16 mentions across 14 episodes found for "Taylor & Martin Enterprises, LLC".
Oct 2, 2026
Isaac MeyerHOST
In Japan in particular, the New Left really picked up steam after 1960, which in many ways is the watershed year of post-war politics.
Isaac MeyerHOST
In that year, the country was racked by two massive protests, one in Kyushu at the Miike coal mine, where unionized workers shut down the mines for about a year in protest at their parent company, Mitsui, violating deals with the union for lifetime employment for the miners.
Isaac MeyerHOST
Coal mining is brutal, hard work, and the workers had fought hard for those protections so they could not be fired if they were injured on the job.
Isaac MeyerHOST
But Mitsui, under orders from the central government in Tokyo, had begun to deprioritize coal mining in favor of oil imported from the United States and its allies, which was both cheaper and cleaner burning.
Michelle MartinHOST
He argues investors should look at the five great Japanese trading houses that Buffett has spent the last six years buying into.
Michelle MartinHOST
Itochu, Marubeni, Mitsubishi, Mitsui and Sumitomo.
Michelle MartinHOST
So as Buffett's reign at Berkshire ends, one of his final great investment themes... might be where investors find his next great act.
Michelle MartinHOST
And that is Japan.
Terry LynchGUEST
It was a Nico Eagle, you know, that helped them a lot, you know, just in terms of credibility with the market and whatnot.
Terry LynchGUEST
And so we've had, approaches from there's really five targets for us there uh National wealth funds you know the uh large uh mining Equity guys like uh you know Tembo CD Capital Black Rock those types of guys and then there's the uh uh traditional trading companies you know the traffickers and Glenn Cores of the world the trading companies the you know from Korea and and Japan like Mitsui and Hanwha and other people like that.
Terry LynchGUEST
And then, you know, the Germans that just won the submarine contract in Canada, those guys are potentially interested.
Terry LynchGUEST
And then of course you've got, uh, the traditional mining companies.
Shane ColemanGUEST
Two billion was the cost when I was first writing about it.
Shane ColemanGUEST
And Mitsui, the Japanese company, offered to build it.
Shane ColemanGUEST
God,
Matt CooperHOST
if
Jonas DorlingHOST
What you would see these Japanese groups do, they would come and make these agreements.
Jonas DorlingHOST
Groups like Mitsui would come and they would actually buy equity stakes in projects.
Jonas DorlingHOST
And, you know, when we think of like Hammersley Iron and Robe River and these sorts of things,
Travis RicciardoHOST
to this day, to this day.
Ashe in AmericaHOST
The Chevron joint venture to develop the Tengiz oil field was signed.
Ashe in AmericaHOST
McDermott International, Marathon Oil, and Mitsui signed a contract with the Russian government to develop oil and natural gas off Sakhalin Island.
Ashe in AmericaHOST
Chevron and Oman formed a consortium to build a huge pipeline to carry crude oil from Kazakhstan to the Black Sea, Mediterranean, and Persian Gulf.
Ashe in AmericaHOST
Occidental Petroleum signed a joint venture with Russia to modernize two oil fields in Siberia.
Brent BroussardHOST
That's a big part.
Brent BroussardHOST
I watched a presentation this week from the he was an executive at Mitsui and he spoke at the land man luncheon in Houston.
Brent BroussardHOST
And he said he was talking about what makes that he's an engineer, of course.
Brent BroussardHOST
So he was talking about the perfect land man.
Jennifer HolmgrenGUEST
We developed the ability to take ethanol to sustainable aviation fuel.
Jennifer HolmgrenGUEST
We formed LandsatJet with partners like Shell, Suncor, Mitsui and IAG to commercialize the technology to go fast and develop a new approach to make jet fuel.
Jennifer HolmgrenGUEST
The other thing that you can imagine also is we've done quite a bit of work in China, as you know, where Our partner, our JV in China, because that's how we did our work in China, has already five actually now commercially operating plants.
Jennifer HolmgrenGUEST
They are their own company, have their own value.
Tom ZaunmayrGUEST
So, you know, it's a substantial operation.
Tom ZaunmayrGUEST
It's already got minority shareholders in Itochu and Mitsui, two Japanese trading houses.
Tom ZaunmayrGUEST
And so what we understand the BAU, what they would potentially be looking at is taking some of BHP's stake.
Tom ZaunmayrGUEST
So Itochu and Mitsui would potentially stay in there.
Tom ZaunmayrGUEST
BHP's stake would then be watered down there.
Tom ZaunmayrGUEST
The other interesting factor is this, is that Jimble Bar has been at the center of that supporters trade rift between BHP and China Mineral Resources Group, the big iron ore buyer in China earlier in the year.
Eric SfiligojHOST
Both of these in the state of Louisiana.
Eric SfiligojHOST
Number one, Blue Point One, a joint venture of CF Industries Holdings, Mitsui and GERA, G-E-R-A, Japanese companies, They're going to break ground on a new ammonia plant or planning to here in the near future that will have a production capacity of 1.4 million metric tons per year.
Eric SfiligojHOST
Now, what makes this plant special is this.
Eric SfiligojHOST
The ammonia is going to be made using a leverage autothermal reforming production technology, which means it's going to be lower in carbon content.
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