For decades, Tokyo’s energy planners quietly recognized an uncomfortable reality: Japan’s economy was balanced on a single thread – a 33-kilometre-wide strip of water separating Iran and Oman. When US and Israeli strikes on Iran precipitated the de facto blockade of the Strait of Hormuz in late February 2026, that thread snapped. But instead of chaos, there was the swift execution of plans that had been quietly developing over the years. Now, Caspian barrels are being redirected home.
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The post Japan’s Hormuz shock triggers Caspian oil pivot as INPEX rewrites supply chains first appeared on The World Web Times – worldwebtimes.com.
