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Japan

Island nation; fourth-largest economy facing acute energy crisis as Iran conflict disrupts Hormuz oil supplies.

Last refreshed: 1 April 2026 · Appears in 1 active topic

Key Question

Can Japan secure its oil supply if Iran closes the Strait of Hormuz?

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Common Questions
How dependent is Japan on Middle East oil?
Japan imports over 90 per cent of its energy and roughly 80 per cent of its crude transits the Strait of Hormuz, making it uniquely exposed to any Gulf disruption.
What is Japan doing about the Iran conflict energy crisis?
Tokyo has activated strategic petroleum reserves, dispatched diplomatic envoys to Gulf States and Washington, and is coordinating with South Korea on emergency supply measures.
Can Japan take military action over the Strait of Hormuz?
No. Article 9 of Japan's constitution prohibits offensive war potential. Japan relies on the US-Japan Security Treaty for any hard military response.
How does Japan compare to other countries exposed to the Iran conflict?
Japan and South Korea are the most exposed major economies: both import almost all their energy via Hormuz, unlike the US, which is a net oil exporter.
Who is Japan's prime minister during the Iran crisis?
Shigeru Ishiba, who took office in October 2024, is managing Japan's diplomatic response and the resulting energy supply pressures.
What strategic oil reserves does Japan hold?
Japan holds roughly 180 days of consumption in strategic petroleum reserves, held jointly by government and private refiners under IEA protocols.

Background

Japan faces its most severe energy security test in decades as the Iran conflict threatens the Strait of Hormuz, through which roughly 80 per cent of its crude oil imports transit. Tokyo imports over 90 per cent of its energy needs and has no significant domestic oil reserves. The disruption has pushed Japanese refiners to seek alternative suppliers at steep premiums, while the government has activated strategic petroleum reserve protocols and dispatched diplomatic envoys to Gulf States and Washington to press for de-escalation.

Japan is the world's fourth-largest economy (GDP approximately $4.2 trillion) and home to 125 million people. Its postwar constitution, Article 9, prohibits the maintenance of war potential, leaving Japan dependent on the US-Japan Security Treaty (in force since 1952) for hard military deterrence. Prime Minister Shigeru Ishiba has navigated calls from hawkish allies to take a stronger stance while keeping Japan within its constitutional limits.