Extraction of disaster

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6 April 2011 last updated at 23: 09 GMT by Jamie Robertson presenter, BBC World News Japan's plans to expand nuclear power are now unlikely, if markets don't like uncertainty go in advance, you would thought that the uncertain fate of a nuclear reactor in partial meltdown would 220 km of the world's third largest stock market it scared witless.

But the immediate collapse of the market after the triple of earthquakes, tsunami disasters and nuclear fall out an optimistic bounce followed indeed.

There are good reasons to do a lot of them with the certainty of reconstruction.

Results in the optimists are companies that are expected to look the heavy lifting: Sumitomo Osaka cement and Taiheiyo cement rose by 17% in March.

Equipment makers, Komatsu, Mitsubishi, and Kawasaki won 10-12%.

Similar gains were in Oki Electric cable, Showa holdings and Totaku electric seen.

All of these companies are, benefit to the restoration of electricity infrastructure.

Emerging energy shortages

But the ongoing crisis in Fukushima Daiichi nuclear power plant has two very destructive aspects.

Rising demand for liquefied natural gas tanker is driving the prices

The first is the obvious danger leaks continue radiation.

The second is the closure of 11 nuclear power plants (there are 54 total in Japan) and part of the closure of several refineries by is a reduction in the energy supply of more than 10%.

This is in turn hamper the reconstruction phase, as factories along greatly reduced capacity, obstructed grinding due to power outages.

This is of crucial importance for Seijiro Takeshita, Director of Mizuho Financial Group.

"At the moment the power supply is just short of demand and we can only deal with, but in the summer increases the demand for as much as 50, 60 even 70%, and then we are in trouble," he says.

Shipping gas

However unpalatable it like a man disaster another man's opportunity.

Oil and coal are half make a below, but the remaining 50% is expected to come from liquefied natural gas, and the stock prices of the LNG producers have, the.

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we have to cope with even good risk management for disaster but really only disasters, the 72 or 84 hours "

originally posted stop Seijiro Takeshita Mizuho Financial Group in Japan even Showa Shell shares rose by 13% in March." Woodside petroleum of Australia won 14% after the quake. BG in Great Britain saw its shares rise 7%.

And LNG shipments are always expensive capacity end to 100%.

It rises an analyst estimates in the LNG shipping rates of around 60-70% at the end of the year.

LNG tankers are technically more complex build than those and almost double the cost of oil; any new orders will be delivered for about four years or so.

Shares in the LNG shippers Golar grew 26% in Oslo in March. Rival Exmar and Teekay won respectively 15% and 6%.

Solar panels

Even for those companies directly to the Japanese electricity support could be not exported there are advantages.

Largely to the West to Europe and its most lucrative export market sick and consumers to cheaper alternative energy sources declined Russia's gas pipelines head after the financial crisis 2008 as Europe's economies changed.

Now, Russia negotiated to make extra sales for the European supplies, which are sent East to the West.

And for the fans of alternative energy, solar related companies be on the rise.

Showa Shell and use of fossil fuel needs, the technology for the production of next-generation CIS thin-film solar cells developed.

Sharp and Kyocera make both solar cells and electronics, and despite sharp falls to all of their losses have the disaster (the Nikkei had a rest about half of their original falls until the end of March) restored.

Nuclear shares on Japanese demand for solar cells grow is set

And it seems in the face of the nuclear disaster, worried about global warming miss out.

The Bloomberg American coal index, which is the largest coal companies in the United States charts, since the day before the earthquake 14% increased.

Nuclear energy, which affected are been held may shares as surprisingly not so bad.

Certainly, stocks have fallen by more than three quarters Tokyo Electric and the company is now likely to be nationalized.

Only two months before Japan's nuclear capacity was happy a 40% increase in the world nuclear Association 2017 ahead.

This is now unthinkable.

However, shares in us are utilities, holds such as Exelon and progress.

Shares in GE, which designed, the Fukushima plant % out of their crisis price fell only 3-4.

'Big problem'

But the damage to chains for Japanese, and the rest of the world, manufacturing is the most far-reaching effects of the disaster.

Automakers and other manufacturers suffer shortages parts

"We have become over-infected with optimism and faith in natural Japanese resistance," explains Sejeiro Takeshita.

"But there are two things that will stop us from recovering as fast as people hope." One is the lack of electricity, and the other is the cutting of the side - the distribution networks - flow in the areas affected by the disaster.

"We have on our just-in-time processes and not too much inventory is proud." We have to cope with even good risk management for disaster but really only disasters, the 72 or 84 hours.

"On this scale, where the River cycle is reduced by so much, we have major problems."

Devastating effects

Therefore, it is not only production for automotive companies such as Toyota and Honda, which together like a truck with a faulty fuel pipe is stuttering.

Ford is in part a production site Genk close due to lack of Japanese parts. GM problems is procurement accessories for its vehicles. Honda halved its output in the United Kingdom.

More bottlenecks are expected to develop in the coming weeks especially for high volume manufacturers such as Nokia.

As Sejeiro Takeshita, stressed if company in Japan, say a component ravaged breakpoints the end product can affect production a 50% market share for some small component.

Well, it could create competitive advantages for companies outside the Japanese supply chain.

The aftermath of this disaster begin to develop only.