Iran blocks loaded LNG carriers from transiting the Strait of Hormuz
→ Asian power-plant procurement teams face immediate LNG supply shortfalls
Iran
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Japan
Japan releases state oil reserves this week
→ The release is intended to cushion domestic supply and price effects from Middle East disruptions.
Japan
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Japan releases 80 million barrels from emergency oil reserves
→ The release reduces Japan's strategic emergency buffer, lowering available reserve capacity for future supply disruptions.
Japan
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China imposes anti-dumping duties on halogenated butyl rubber imports from India, Japan, Canada
→ Imports of halogenated butyl rubber into China will be subject to anti-dumping tariffs that increase landing costs for affected consignments. Shipments from Japan and Canada face tariffs up to 30.1% effective March 14; imports from India are also subject to duties though specific rates or start dates were not specified.
Japan
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China blocks dual-use exports to 20 Japanese companies
→ Listed Japanese entities are barred from receiving specified China-origin dual-use items, creating a direct supply constraint for components that can serve civilian or military functions.
Japan
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Cabinet approves ¥21.3 trillion stimulus package
→ The package raises near-term government spending commitments and requires additional government bond issuance to cover funding shortfalls, while the yen is at 10-month lows and super-long government bond yields are at record highs.
Japan
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