Naphtha Shortages Having a Growing Impact in Japan

Naphtha shortages stemming from the Iran war are increasingly disrupting Japanese industries, prompting major companies like Calbee to switch to black-and-white packaging due to ink and solvent scarcity. According to Teikoku Databank, approximately 46,741 Japanese manufacturers—roughly 30% of all surveyed manufacturing companies—are integrated into the naphtha supply chain, affecting sectors from chemicals and pharmaceuticals to food packaging and medical supplies. While the government claims adequate supplies, continued Middle East conflict could intensify shortages across daily consumer products and essential goods.