Transits through the Strait of Hormuz have fallen from 21.6 to 4.9 million barrels a day, and Gulf producers are building seven bypass pipelines. Japan restored procurement, but July brought a 634.5 billion yen deficit.
Brazilian Foreign Minister Mauro Vieira visited Japan on May 17–19 for the inaugural Japan-Brazil Foreign Ministers' Strategic Dialogue. Here's what oil-dependent Tokyo wants from South America's resource giant amid the Hormuz crisis.
Kawasaki Heavy Industries has begun pitching a technology that produces naphtha, the building block of plastics, from hydrogen instead of crude oil. Built on its commercial gas-to-gasoline plant in Turkmenistan, the proposal lands in the middle of a Japanese petrochemical crisis triggered by the Strait of Hormuz disruption.
In spring 2026, Honda wrote off roughly $10 billion in EV development. That same season, US ITER closed out the supply of ITER's 1,000-tonne central solenoid, the UK's Pulsar Fusion ignited the first plasma inside a fusion rocket engine, and Kyoto Fusioneering pushed on with its integrated fusion fuel cycle test facility in Canada. Stack the candidates in watt-hours per kilo and the picture is brutal: nothing beats gasoline in a form you can put in a car, except one category up, where fusion sits at 7.8 million times the density. Win the bet and you unlock effectively free electricity, working climate reversal, Mars in two months, lunar helium-3, and the solar system as a shipping route. Honda's mistake alone covers nearly 40 percent of ITER's budget. Maybe it's time to stop arguing about EVs and just go build the sun.
Terra Drone has solo-won a contract worth 10.15 million Saudi riyals, about 2.7 million dollars, for pipeline security surveillance in eastern Saudi Arabia. Here is how Japan's industrial drone champion is moving from inspection into AI-driven security patrols, and how it is threading between Skydio's NDAA-compliant U.S. push and DJI's exclusion from new U.S. approvals.
Hokkaido Hamanasu Foods, a natto maker in Ebetsu, has grown its exports 60-fold in eight years, almost entirely to China, where Beijing supermarkets stock Japanese-labeled four-pack sets that take 80% of shelf sales. Prefecture-wide natto exports hit 640 million yen in 2025, five times the level seven years earlier. Back home, Mizkan suspended four natto products in May 2026 as Middle East tensions disrupted packaging supplies. Plus: the science of Bacillus subtilis and where to buy natto abroad.
Calbee is switching 14 of its flagship snacks (including Potato Chips Lightly Salted, Consomme Punch, and Kappa Ebisen shrimp chips) to monochrome 'petroleum-saving packages' from May 25. The cause: ink shortages triggered by the Hormuz Strait crisis. A symbolic case of geopolitical risk reaching Japan's shelves, compared with parallel moves at Lindt, Lamb Weston and Smithfield Foods.
About 283,000 barrels of Azerbaijani crude procured by ENEOS arrive at Negishi Refinery in Yokohama on May 12 — the first Central Asian crude ever to reach Japan. We unpack the type of oil, Azerbaijan's production capacity, and the wider patchwork now stitched together from the US, Mexico, Russia (Sakhalin-2), and beyond — plus the paint-thinner shortage that won't go away.