I have been assigning some of my students the mission of discovering how the Japanese disasters are effecting the United States. This would be a good place for them to start.
The invaluable web site, Rortybomb, talks about the problem of specific parts made largely or only in Japan and what that lack is doing here in the United States.
Unfortunately it is likely we are only seeing the beginning of the dislocations caused by the loss of Japanese manufacturing.
If you are not subscribing to Rortybomb, you should be.