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Import-dependence profile

Japan

2024 vintage · annual data, 1–2y lag11 critical dependencies across 9 commodities

Every row below is a sourced trade-structure fact: the share of Japan’s imports of a commodity that come from one supplier. “Critical” means ≥20% — the same threshold the scenario pages use. Coverage is the 28 monitored commodities, not all imports; where a supplier share is below the threshold it is shown as context, not exposure.

Platinum

9.5% of world imports · 1 critical supplier

  • 85.8% of Japan’s platinum imports come from South Africa (2.1% of world exports)critical

  • 3% of Japan’s platinum imports come from Italy (8.12% of world exports)

  • 1.1% of Japan’s platinum imports come from United States (6.55% of world exports)

Corn

8.2% of world imports · 1 critical supplier

  • 83% of Japan’s corn imports come from United States (6.55% of world exports)critical

    Shocked by: What if a 2012-style drought hits the US corn belt?

  • 14.6% of Japan’s corn imports come from Brazil (34.5% of world exports)

  • 1.3% of Japan’s corn imports come from Argentina (16.4% of world exports)

  • 0.3% of Japan’s corn imports come from Ukraine (13.1% of world exports)

Iron ore

5.99% of world imports · 2 critical suppliers

  • 54.98% of Japan’s iron ore imports come from Australia (4.94% of world exports)critical

  • 25.33% of Japan’s iron ore imports come from Brazil (34.5% of world exports)critical

  • 8.73% of Japan’s iron ore imports come from Canada (10.86% of world exports)

  • 4.37% of Japan’s iron ore imports come from South Africa (2.1% of world exports)

  • 0% of Japan’s iron ore imports come from India (6.02% of world exports)

Rubber

7.1% of world imports · 2 critical suppliers

  • 52.5% of Japan’s rubber imports come from Indonesia (4.6% of world exports)critical

  • 42.3% of Japan’s rubber imports come from Thailand (3.4% of world exports)critical

  • 1.8% of Japan’s rubber imports come from Côte d'Ivoire (28.9% of world exports)

  • 1.7% of Japan’s rubber imports come from Vietnam (12.1% of world exports)

Crude oil

5.58% of world imports · 2 critical suppliers

  • 43.07% of Japan’s crude oil imports come from United Arab Emirates (9.51% of world exports)critical

    Shocked by: What if Hormuz stays choked through winter? · What if energy infrastructure gets hit next?

  • 39.37% of Japan’s crude oil imports come from Saudi Arabia (14.28% of world exports)critical

  • 6.66% of Japan’s crude oil imports come from Kuwait (2.2% of world exports)

  • 3.89% of Japan’s crude oil imports come from Qatar (1.62% of world exports)

  • 2.45% of Japan’s crude oil imports come from United States (6.55% of world exports)

Lng

18.59% of world imports · 1 critical supplier

  • 39.21% of Japan’s lng imports come from Australia (4.94% of world exports)critical

  • 15.17% of Japan’s lng imports come from Malaysia (5.66% of world exports)

  • 8.89% of Japan’s lng imports come from Russia (9.38% of world exports)

  • 8.58% of Japan’s lng imports come from United States (6.55% of world exports)

  • 4.61% of Japan’s lng imports come from Qatar (1.62% of world exports)

Rare earths

16.56% of world imports · 1 critical supplier

  • 37.77% of Japan’s rare earths imports come from China (9.13% of world exports)critical

  • 12.48% of Japan’s rare earths imports come from Malaysia (5.66% of world exports)

  • 0% of Japan’s rare earths imports come from Myanmar (1.8% of world exports)

  • 0% of Japan’s rare earths imports come from Laos (4.13% of world exports)

Lumber

3.9% of world imports · 1 critical supplier

  • 22.9% of Japan’s lumber imports come from Canada (10.86% of world exports)critical

  • 14.8% of Japan’s lumber imports come from Sweden (1.51% of world exports)

  • 14% of Japan’s lumber imports come from Russia (9.38% of world exports)

  • 5.5% of Japan’s lumber imports come from United States (6.55% of world exports)

  • 4% of Japan’s lumber imports come from Germany (17.36% of world exports)

Aluminum

6.54% of world imports · 0 critical suppliers

  • 19.27% of Japan’s aluminum imports come from United Arab Emirates (9.51% of world exports)

  • 6.73% of Japan’s aluminum imports come from Malaysia (5.66% of world exports)

  • 6.66% of Japan’s aluminum imports come from India (6.02% of world exports)

  • 3.26% of Japan’s aluminum imports come from Russia (9.38% of world exports)

  • 0% of Japan’s aluminum imports come from Canada (10.86% of world exports)

Illustrative exposure lens — not a prediction, not financial advice.