Japan has activated a 45-day oil buffer — its largest-ever strategic release — to protect the country’s supply chain from disruption caused by the US-Israel conflict with Iran. Prime Minister Sanae Takaichi confirmed that approximately 80 million barrels of state crude will be released to domestic refiners starting this week. A prior 15-day release from private-sector reserves was approved last week. Japan imports over 90% of its crude from the Middle East, and the threat to the Strait of Hormuz has activated the full extent of Japan’s emergency reserve capability.
The 45-day buffer is designed to give Japan’s supply chain the time and flexibility it needs to adapt to a disrupted import environment. Takaichi declined US President Trump’s request to deploy Japanese naval forces to the region, citing the constitution, and pledged diplomatic engagement. Her government has activated every available economic tool to keep Japan’s supply chains functioning. The 45-day buffer is the centrepiece of this response.
The 80 million barrel release is 1.8 times the emergency drawdown after Fukushima in 2011. Japan holds approximately 470 million barrels in total reserves, covering about 254 days of domestic demand. Officials say the release is sustainable and does not compromise Japan’s long-term reserve security. The government is prepared for further action if the crisis extends beyond 45 days.
Fuel subsidies cap retail petrol at ¥170 per litre after record highs of ¥190.8. Weekly reviews keep subsidies aligned with market conditions. Consumer and supply chain advocates have welcomed the comprehensive and well-designed response. Together, the 45-day buffer and price subsidies provide the economy with the stability it needs to absorb the ongoing supply disruption.
Panic about toilet paper and household goods has spread on social media. The trade ministry confirmed 97% of Japan’s toilet paper is produced domestically from recycled materials with no link to oil imports. Industry groups confirmed supply stability. Japan’s 45-day buffer is providing the supply chain with the breathing room needed to manage this complex and potentially prolonged energy emergency.