The ongoing tensions in the Middle East, particularly involving Iran, have led to growing concerns regarding liquefied natural gas (LNG) supply to Japan. An attack from Iran has caused Qatar's LNG facilities to halt production, and the Strait of Hormuz has effectively been blocked. While Japan currently imports about 10% of its LNG from the Middle East, the Japanese government maintains that this won't disrupt short-term supply stability. However, if the situation prolongs, it could lead to significant repercussions for Japan's energy supply.

LNG is vital for Japan, being used in power generation and as a raw material for city gas. Japan primarily relies on imports for its LNG needs, yet unlike crude oil, where about 90% comes from the Middle East, the country's LNG supply is more diversified. According to the Ministry of Finance trade statistics, Japan's LNG imports in 2025 are projected to reach approximately 64.98 million tons, with only about 10% originating from the Middle East, a notable decrease from over 20% ten years ago. This reduction in dependency has been facilitated by increased imports from Australia, Southeast Asia, and a growing share from the United States.

As the situation unfolds, there are concerns regarding potential increases in electricity and gas costs for consumers in Japan. Prime Minister Sanae Takaichi addressed these issues in the House of Representatives, emphasizing the need for stable energy supply amid growing international tensions and the necessity to monitor the impacts of these developments on domestic prices. The long-term effects of these disruptions could disrupt Japan’s energy market and inflation rates, prompting discussions on energy policy adjustments and diversification efforts in response to geopolitical uncertainties.