Japan

The Iran War and the global energy crisis it unleashed could have "killed" the idea of an asset that fits all. It is not a novel concept given the poor performance of the U.S. Treasuries did well after the Russian invasion of Ukraine four years earlier. The extraordinary fall in gold prices since the U.S. and Israeli strike on Iran, February 28, has brought it into the spotlight. In times of increased economic, geopolitical or financial uncertainty, investors tend to flock to gold, Swiss franc, Treasuries and the dollar. These are the assets that will most likely serve as a...

Japan will'start releasing oil from their stockpiles? on Monday in order to ease the shock of the?U.S. - Israeli?war against Iran. This is a stark reminder to the oil crisis that occurred half a century earlier, which prompted Tokyo to build reserves. Tokyo announced that it would release 80 million barrels of crude oil to Japan, which is enough to last the nation for 45 days. The war in the Gulf has disrupted supplies through the Strait of Hormuz. The Japanese government has instructed the country's refineries to use the crude oil released, which will reduce national reserves by 17%...

Japan will begin releasing oil on Monday to ease the shock of?the U.S. and Israeli war on Iran. This is a stark reminder of the oil shortage that occurred half a century earlier, which prompted Tokyo's creation reserves. Tokyo announced that it would release 80 million barrels of crude oil to Japan, which is enough to last the nation for 45 days. The war in the Gulf has disrupted supplies through the Strait of Hormuz. The Japanese government has instructed refiners to use the crude oil released, which will reduce Japan's national reserves by 17 percent, to ensure domestic supplies....

International Energy Agency stated that the closing of the Strait of Hormuz caused the biggest disruption in global oil markets history. The agency said supply is expected to drop by around 8 million barrels per day or 8% in March. In response, the member countries of the agency agreed to release 400 million barrels from their strategic stockpiles in order to stabilize oil prices and compensate Middle East production loss. Here's a list of previous oil supply disruptions: The 1973-1974 Arab Oil Embargo The Arab oil embargo was initiated by the Yom Kippur War which began in October '6, '1973,...

An official from the?industry?ministry said that Japan would consider buying Russian crude oil after the U.S. granted a 30-day waiver of?sanctions amid the Iran War, taking into account international conditions and its own?national interest. The U.S. waiver permits countries to purchase sanctioned Russian crude oil and petroleum products that are currently stranded on the sea. Treasury Secretary Scott Bessent described this as a move to stabilize the global energy market, which has been?roiled by Iran's war. Narumi hosokawa, the deputy general-director of the Ministry of Economy, Trade and Industry's (METI) immediate crisis management, said, "We will examine the issue in...

Investors bought down stocks and worries about oil supplies due to the Middle East conflict were eased. The Nikkei rose 2.3% as of 0220 GMT to 55,512.21, while the Topix increased 1.8% to 3,513.66. Naoki Fukuwara, Shinkin Asset Management's senior fund manager, said that investors were buying at lower prices, especially in areas that had been heavily sold off and where there are signs of a rebound. Price action has also been strong. Artificial intelligence-related shares, which suffered a heavy loss on Monday due to pessimism about the U.S. and Israeli war against Iran, were the top performers of the...

The Wall Street Journal, citing sources familiar with the issue, reported that the 'International Energy Agency' has proposed the 'largest release in oil reserves history to lower a soaring crude price? due to the U.S./Israel war against Iran. WSJ reported that the release of oil would be greater than the 182,000,000 barrels?of crude oil that IEA members countries released in two releases in 2022, when Russia began its full-scale 'invasion' of Ukraine. The Wall Street Journal reported that the IEA will convene an extraordinary meeting with its member states 'on Tuesday. They are expected to 'decide on the proposal -...

During a 'online meeting' with the Group of Seven Finance Ministers, Satsuki Katayama, Japanese Finance minister told a press briefing that IEA called for a coordinated release?of emergency?oil reserve during a?online meeting on Monday. Katayama stated that the IEA had asked each country to release oil reserves in a coordinated manner. "In response to current conditions... the G7 has agreed to closely monitor developments on the energy?market, and to take the necessary measures to support the global energy supply. This includes releasing oil reserves." Katayama stated that the IEA and the Ministers were joined by executives from the World Bank,...

Investors are rethinking popular themes and trades of 2026 due to the escalating conflict in the Middle East. Global equities have plummeted, the dollar has risen and traders have reduced their bets on rate cuts by the Federal Reserve. Investors have been preparing for growth this year. "A stagflationary surprise was not part of the plan", said ING's head of global markets Chris Turner. Investors are cautious and still have more to unwind. Here are five popular topics that have been "upended" by the conflict in Middle East. 1/ DOLLAR SHORTS SQUEEZED According to data released by the U.S. regulator...

The oil prices are soaring, while the share market is tumbling on the fear that the escalating U.S./Israeli war against Iran will cut energy'supplies and hamstring industry?all over the world. The following?are?actions?that governments are taking, or plan to take?to reduce the impact of war on their economies. SOUTH KOREAN PLANS FUEL CAPITAL South Korean President Lee Jae Myung announced?on?Monday that the authorities will cap domestic fuel prices?for?the first?time in almost 30 years. He said that the country would also "look for energy sources beyond those shipped through the Strait of Hormuz" and a 100 trillion won (67 billion dollars) programme...

The administration of President Donald Trump announced on Tuesday that Japan would?finance three projects worth $36 billion, including an oil-export facility in Texas, a diamond plant in Georgia, and a natural-gas power plant in Ohio. Trump stated on Truth Social that the projects were part of Japan's $550 Billion U.S. Investment pledge, as part a trade agreement that reduced Trump's tariffs against Japanese imports by 15%. Trump gave very few details on the projects. In a statement, Commerce Secretary Howard Lutnick stated that the Portsmouth, Ohio, power plant would be the world's largest natural gas-fired generation facility with a capacity?9.2...

Idemitsu Kosan, a Japanese oil refiner, announced on Wednesday that it had reached an agreement with Australia's Graphinex and Marubeni, a trading house, to create a Japan-Australian supply chain for graphite-based materials. Idemitsu stated that the four companies are aiming to reduce procurement risk for Japan's batteries industry and strengthen supply-chain reliability across Asia. Anode materials are in high demand due to the global increase of electric vehicles and renewable energy storage. Japan is heavily reliant on graphite imports, so ensuring a stable supply of this material is a major challenge. China has the largest graphite deposits in the world...

U.S. president Donald Trump asked allies to help'secure the Strait of Hormuz' as Iranian forces 'continued attacks on this vital waterway during the U.S. and Israeli war against?Iran in its third week. Trump claimed that his administration has already reached out to seven countries but refused to name them. In an earlier post on social media, Trump said he hoped China would join the effort, as well as France, Japan and South Korea. Iran effectively closed the Strait between Iran and Oman. This narrow passage of water has cut off a fifth global oil supply, the largest disruption in history....

The U.S. Dollar was set to?gain a second weekly gain as investors moved?towards safer assets on Friday, as the Middle East war pushed investors towards safe-haven currencies. Energy-sensitive currencies like the euro and the yen fell to multi-month-lows. The economies of Japan and the euro zone, which heavily depend on crude imports would be severely affected by a sharp rise in oil prices. The economists are still wary about monetary tightening, as the dependence of these economies on fuel imports will likely lead to a rise in energy prices that could weigh on economic growth. The euro dropped to its...

Satsuki Katayama, Japan's Finance Minister, said that the country is prepared to take any steps necessary against sharp swings on foreign exchange and other financial markets. These have a major impact on peoples' livelihoods. Katayama said at a regular press conference that it was "clear" that the Middle East crisis had caused significant volatility in financial markets. She said that the government was ready to take action at any time to respond to the sharp swings in the market, particularly those caused by the surging oil price. The yen reached 159.43 yen on Thursday. This is the lowest since January...

Revised data revealed that Japan's economy has grown faster than originally estimated during the last three months of 2025. However, the Middle East conflict is still a factor in determining the outlook for growth. Gross domestic product (GDP), which is the sum of all goods and services produced in a country, grew by 1.3%. This was faster than the preliminary estimate of 0.2%. It also exceeded economists' average forecast for 1.2%. Quarter-on-quarter, without annualisation, the GDP increased by 0.3%. This was in line with the median forecast of 0.3% growth and was compared to the initial estimate of 0.1%. Capital...

Share markets are down on concerns that a U.S. - Israeli war against Iran is escalating and will lead to a squeeze on energy supplies around the world. Here are some?actions? that governments have taken?or? plan to take in order to lessen the impact the war has on their economies. SOUTH KOREAN PLANS FUEL CAPITAL South Korean President Lee Jae Myung announced on Monday that the government would be capping domestic fuel prices for nearly 30 years. The country will also look for sources ?of energy beyond supplies shipped via the Strait of Hormuz, and a 100 trillion won ($67...

The price of heavy crude oil produced in Americas reached multi-year-highs on Wednesday as a result of the U.S. and Israeli attacks against Iran, which slowed down the exports similar oil produced elsewhere in the Middle East. Brent crude is at its highest level since January 2025, and benchmark crude oil has surged ever since the first attacks last week. Iran has threatened that it will fire at any vessel passing through the'shipping lanes' of the Strait of Hormuz near its southern coast as a retaliation to the U.S. and Israeli attacks. This has effectively shut down the Strait of...

In just a few short years, China's electric vehicle industry has captured more than half of its domestic market. This has led to a decline in sales for gasoline-powered cars from the once dominant global automakers. Foreign players were not the only losers. Chinese automakers who had been in business for decades also saw their sales plummet and responded by flooding foreign markets with fossil fuel vehicles that they couldn't sell domestically. While Western policymakers focused on the threat posed by China's heavily subsidized EVs and protected their markets with tariffs; U.S., European, and South African automakers are facing greater...

In just a few short years, China's electric vehicle industry has captured more than half of its domestic market. This has led to a decline in sales for gasoline-powered cars from the once dominant global automakers. Foreign players were not the only losers. Chinese automakers who had been in business for decades also saw their sales plummet and responded by flooding foreign markets with fossil fuel vehicles that they couldn't sell domestically. Despite the fact that Western policymakers are protecting their markets by imposing tariffs on China's heavily subsidized EVs to protect them, U.S. automakers and European automakers will face...

Both the United States and Japan use a novel tool to combat inflation: fiscal stimuli. Both U.S. president Donald Trump and Japan’s prime minister Sanae Takaichi want to calm down angry voters who are being squeezed by rising costs of living. Offering lavish fiscal giveaways in order to control inflation is like trying to put out a raging fire by dousing it with petrol. Trump's Republican Party lost key gubernatorial elections and mayoral elections earlier this month. Concerns about high costs of living were a big factor. The White House seems to have heard loud and clear the electorate. The...

The Japan Industry Ministry announced on Friday that it would temporarily increase gasoline and diesel subsides from next week to try and smooth out the impact of planned tax reductions on fuels. To ease the burden of households, the ruling and opposition parties in the country agreed to abolish the gasoline tax by December 31, and the diesel tax by April 1, next year. The government is hoping that by temporarily increasing subsidies on gasoline, diesel and other fuels, consumers won't be tempted into delaying purchases until the tax reductions are implemented. This move will also help Japan avoid long...

Sanae Takaichi, the new Japanese Prime Minister, is working on an economic stimulus package which will likely exceed last year's $82 billion in order to help families combat inflation. Government sources familiar with this plan told Reuters that it is expected to be more than double what was spent by households to fight inflation. Takaichi, who advocates big fiscal expenditures, took office Tuesday. This is her first major economic initiative. It reflects her commitment to "responsible fiscal policy". Sources declined to identify themselves because it was a private matter. They said that the plan will be built on three pillars...

Sony Financial shares jumped up to 40% on their Tokyo debut after being spun off from the entertainment and technology conglomerate Sony. Sony, which focuses on entertainment, distributed shares of its finance division, including banking and insurance, through dividends-in-kind to shareholders. This is the first partial spinoff in Japan to take advantage of the 2023 tax changes and the first direct listing for more than two decades. After trading for the first hour and thirteen minutes in Tokyo at 10:13 am, the shares reached 210 yen before trading at 201.6 at 10:30 am. The reference price is 150 yen. Direct...