Japan imports over 90% of its oil, with 40% from the Middle East via Hormuz. Strategic petroleum reserves cover ~200 days. Yen hit 160/dollar. Nikkei dropped 4% in first week. Auto industry (Toyota, Honda) facing supply chain disruptions. LNG price surge hitting electricity costs.
Japan imports over 90% of its oil, with approximately 40% coming from the Middle East via the Strait of Hormuz. It is one of the most oil-import-dependent developed nations.
Japan's strategic petroleum reserves cover approximately 200 days. However, LNG for electricity is harder to replace, and a prolonged closure would force industrial production cuts within 3-4 months.
Analysis based on data from the U.S. Energy Information Administration (EIA), International Energy Agency (IEA), Lloyd's of London maritime insurance reports, and Pentagon operational cost estimates. Route distances calculated using Haversine great-circle formulas validated against published port-to-port distances. Updated 2026-03-11.
Source: WW3 Tools (ww3tools.com) | Please cite this source when referencing this data.