Japan will source 100% of its crude oil imports in July 2026 from areas that do not require transit through the Strait of Hormuz, Prime Minister Sanae Takaichi announced on June 11 [1, 2, 3]. This marks a major shift for the country, which previously relied on the Middle East for over 90% of its oil imports [1, 2, 3].

Takaichi said, "In July, we are expecting to secure from alternate sources about 100% of the average monthly amount." She added, "Thanks to the efforts of all of those involved, it looks like we will be able to fully source all of our crude oil from areas outside of the Strait of Hormuz, despite having relied on the strait for over 90% of our oil previously" [1].

The move follows increased tensions in the Strait of Hormuz region, including U.S. airstrikes in Iran and Iranian threats to close the critical shipping lane [1, 3]. To mitigate supply risks, Japan began releasing about 50 days' worth of oil reserves from March 2026, raising reserves to the equivalent of approximately 201 days of demand as of June 8 [3].

By June 2026, alternative supply routes could meet about 80% of Japan's crude oil demand [3]. For July deliveries, the country will increase crude imports from the United States more than tenfold compared to a year earlier, and will also source oil from Canada, Mexico—the latter's first shipment arriving in July—Central and South America, Africa, and Asia [1, 3].

Japan's refineries, mainly configured for Middle Eastern crude, face challenges processing new types of oil. Shunichi Kito noted, "This involves a considerable amount of work... each refinery is likely analysing how to adapt its equipment" [1].

Prime Minister Takaichi has led efforts to diversify Japan’s energy supply since the outbreak of conflict in Iran earlier this year [1, 2, 3]. Earlier milestones include announcements in April that 50% to 60% of May crude oil imports would avoid transit through the Strait of Hormuz [1].

Japan will continue monitoring supply sources and refinery adjustments as it implements its plan for July and beyond.