I am speculating that the Fukushima disaster may cause other industries in Japan to put pressure on the government for reform.
For example, 40% of the world's automobile microcontrollers are made in Japan by Reneses Electronics.
A shortage of these chips is affecting manufacturers outside of Japan as well as Japan's own vehicle industry.
Manufacturers will look for other suppliers, outside of Japan.
This company and other Japanese manufacturers may find that they will have reduced sales even after they rebuild, permanently affecting Japan's GDP.

I could not swallow all of Gunderson's conclusions. I dunno.

Chubu Electric Power Co. is planning to restart a reactor in its Hamaoka plant, "now subject to regular checkups," in Shizuoka Prefecture in July "to continue stable power supply this summer.

The company is making earnings forcasts on the assumption that it will start its reactor on the Pacific in Omaezaki, it said.
The CEO said that if restarting is delayed beyond July, they will incur additional costs of 200 million yen/day.
Japan Times, April 29, 2011.