日本は、イランへの米イスラエル攻撃によるホルムズ海峡実質封鎖以降、初めてロシア産原油を調達する。サハリン2プロジェクト産の原油を積んだタンカーが日本に向かっていると、経済産業省幹部が述べた。資源貧困国である日本は中東依存からの脱却を図っている。
日本経済産業省幹部によると、卸売りの太陽石油が購入したこのロシア産原油は、ロシア極東のサハリン2プロジェクト産だ。同プロジェクトはロシア国営ガスプロムの主導で、三菱商事と三井物産が主要株主として参加している。原油生産は2008年から、液化天然ガス輸出は翌年から始まった。
この調達は、2022年のロシアによるウクライナ全面侵攻後の米欧制裁の対象外となる。グローバル船舶追跡サイトMarine Trafficによると、タンカーは4月下旬にサハリンを出港し、愛媛県への到着が予定されている。
日本は中東からの原油輸入に大きく依存しており、供給源の多様化を強化している。ホルムズ海峡の封鎖は2月の米イスラエルによるイラン攻撃が引き起こした。
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Tokyo stocks declined for a third consecutive day as tensions escalated in the Middle East over Iran. Bank of Japan Governor Kazuo Ueda warned of significant potential impacts on the economy, while the government stated there would be no immediate disruptions to oil supplies.
A tanker loaded with crude oil from Russia's Sakhalin-2 project has arrived at a facility in Ehime Prefecture, Japan—the first such import since U.S.-Israeli strikes closed the Strait of Hormuz in February.
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The Japanese government is weighing the use of part of its national oil reserves due to supply disruptions from the Iran crisis. Kyodo News reported on Friday that the Strait of Hormuz is effectively closed, affecting imports. Officials plan to monitor the situation and possibly coordinate with other countries.
Following Iranian Foreign Minister Abbas Araghchi's declaration that the Strait of Hormuz is 'completely open,' Indian-flagged vessels carrying crude oil vital to India's energy needs have begun exiting the Persian Gulf. This marks a further easing after earlier selective transits by ships without U.S. or Israeli links amid the ongoing conflict.
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Japan's government plans to temporarily lift restrictions on coal-fired power plants to address an energy crunch from the Middle East war. Officials presented the plan to a panel of experts, who approved it, the industry ministry said. The measure allows full operation of older, less efficient coal plants for a year starting in the new fiscal year from April.
U.S. and Israeli forces attacked Iran over the weekend in a massive assault that killed Ayatollah Ali Khamenei, the nation's supreme leader for nearly four decades. This triggered retaliatory strikes in the Middle East, prompting Japanese police to bolster security at U.S. and Israel-related facilities. Stock markets in Tokyo opened lower, and Bank of Japan Deputy Governor Ryozo Himino stressed the need to monitor the situation.
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US President Donald Trump announced that the government will waive sanctions on some countries to ensure oil supply and curb prices amid the Middle East conflict. He stated the suspension would last until the Strait of Hormuz functions normally, but provided no details. Sources suggest the measure may target Russian oil.