Japan’s Aluminum Supply Chain Faces Disruption as Strait of Hormuz Tensions Rise
TOKYO — The effective closure of the Strait of Hormuz is raising concerns about aluminum supplies for countries including Japan, which relies on the Middle East for a significant portion of its aluminum needs. This disruption impacts industries ranging from beverage packaging to advanced manufacturing, including Japan’s renowned bullet trains.
Dependence on Middle Eastern Aluminum
As of January 2026, Japan imports 95.1 percent of its crude oil from the Middle East, with approximately 73.7 percent of that oil transiting through the Strait of Hormuz 1. While the immediate concern centers on energy supplies, the disruption also extends to critical materials like aluminum, with roughly a fifth of Japan’s aluminum supply originating from the region.
UACJ’s Strategic Response
Recognizing the growing risks, Japanese aluminum manufacturers are actively seeking alternative sourcing options. UACJ Corporation, a leading aluminum producer, has already taken steps to bolster its international presence and secure supply chains. In April 2025, UACJ established UACJ EUROPE GmbH in Dusseldorf, Germany, to enhance sales of flat rolled aluminum products and technical services in Europe, the Middle East, and Africa 2. This move aims to reduce reliance on potentially unstable supply routes and provide regionally based support to customers.
Diversification and Regional Hubs
UACJ’s global supply network already includes operations in Japan, the United States (Tri-Arrows Aluminum Inc.), and Thailand (UACJ (Thailand) Co., Ltd.). The establishment of UACJ EUROPE GmbH complements these existing hubs, allowing the company to better serve the European, Middle Eastern, and African markets. The new subsidiary will focus on sales of aluminum can stock, air conditioner compressor fins, and other aluminum products, alongside providing essential technical services.
Broader Implications for Japan-Middle East Relations
The current situation highlights the complex relationship between Japan and the Middle East. Despite increasing global fragmentation, cooperation remains vital, particularly in areas like energy transition and industry transformation 3. Japan’s Ministry of Foreign Affairs continues to engage in dialogues with Middle Eastern counterparts, including consultations with South Korea on regional issues 4.
Looking Ahead
The disruption in the Strait of Hormuz serves as a stark reminder of the vulnerabilities inherent in concentrated supply chains. While UACJ’s proactive measures and diversification efforts offer a degree of mitigation, continued monitoring of the geopolitical situation and further investment in alternative sourcing will be crucial for ensuring a stable aluminum supply for Japan’s industries in the long term.