As is most developed countries, Japan is addicted to oil. According to the Agency for Natural Resources and Energy 100% of Japan’s crude oil must be imported. Oil accounts for more than 50% of Japan’s total primary energy supply. This has dropped from around 75% in 1973 when oil shock which forced Japan to adopt a new energy strategy. But it can difficult to be addicted to something so insecure, and Japan is approaching a turning point.
86% [2002] of oil imports come from the Middle East. Thomas Barnett has stated his opinion that Asia will gain more than the West from success in the Middle East and I think he is correct. Recently Japan has shown that it is increasingly willing to stand up and lend a hand, protecting its oil at the source. This is only the beginning.
Then there is the shipping angle. Most of Japan’s oil is shipped through two sea lanes: one through the Strait of Malacca into the South China Sea; the other the wide Lombok Straight east of Bali. Having a main shipping line south of Taiwan is strategically problematic. Admiral Koichi Furusho, the former chief of staff of Japan’s Maritime Self-Defense Forces, said “If you assume conditions are balanced now, they would collapse as soon as Taiwan unifies with China. The sea lanes would turn all red.” Furthermore both Malacca and Bali are prone to political conflict and piracy, adding to shipping safety issues. Needless to say, energy security has been a problem for Japan in the past (ahem… WWII…) and you can bet the Japanese are trying to come up with ways to ameliorate the problem.
For example, since oil is so necessary to Japan’s well-being, some have thought of extending the Japanese Self Defense Forces jurisdiction to protect these shipping lanes. JSDF marine vessels and aircraft could be used for patrols to ensure the important sea lines of communication stay open. This is of course opening another giant political can of worms on the Asian continent.
As in most countries who face the same addiction, energy security weighs heavily on Japan’s foreign and defense policy. I have become interested in this topic and am planning on researching it in detail in the future. Thus, I would like to initiate an information request to all Coming Anarchy readers. Please let me know of any resources in English or Japanese regarding:
- the oil industry (production and shipping) in relation to Japan
- Japan’s search for oil (eg. in Indonesia or elsewhere)
- energy dependence in general/Asia/Japan
- the intersection of energy security, foreign and defense policy
Please leave your recommendations in the comments, or you can email me through the contact form if you want to send something more private.
Thank you!
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COMMENTS / 8 COMMENTS
kb added these pithy words on 31 Oct 06 at 10:39 pmHere are a few which looked interesting at a glance
http://www.opec.org/home
http://www.enecho.meti.go.jp/english/policy/oil/fundamental_view.html
http://www.rigzone.com/news
http://eneken.ieej.or.jp/en/data/pdf/350.pdf
http://www.iht.com/articles/2006/09/04/bloomberg/sxoil.php
http://www.eia.doe.gov/emeu/cabs/saudi.html
http://www.wtrg.com/prices.htmHere are some numbers just for fun!
http://www.opensecrets.org/industries/indus.asp?Ind=E01
Here’s blog. Don’t know how good it is though.
http://oil-gasoline.typepad.com/george_clemen_oilgasoline/2006/08/oil_industry_an.html
I’ll look for some more. I used to have a long list of many of the mail oil industry publications from many countries, but haven’t looked at it for several years. I’ll try and dig it up. I’m interested, though not as much as I used to be, in this topic as well. As it’s probably THE prime issue one should study when making any form of analysis of political events. Unfortunately, it’s been pretty much completely ignored by the media, as always, during the entire Iraq episode. A slight oversite I’d have to say.kb
Dr. Alfred Russel Wallace added these pithy words on 31 Oct 06 at 11:23 pmExxonMobil have a very thoughtful analysis of what they call The Energy Outlook to 2030.
It doesn’t address Japan directly, but it is one of the best analyses available from an oil company perspective.
ElamBend added these pithy words on 31 Oct 06 at 11:52 pmNot really a new issue. If you remember, the final straw that covinced the imperial high-command to attack Pearl Harbor, Phillipines, et al was that we had really put the squeeze on the Japanese for oil. China has the same vulnerability and they know it.
China’s response is similar to Japanese, but maybe even more advanced. They imagine a “string-of-pearls,” which would consist of ports alll along the way from the mainland to the middle east. They have already negotiated certain rights at these ports, Karachi being one that comes to mind. This is an important area where the strategic goals of China, the U.S. and Japan all allign.
ElamBend added these pithy words on 31 Oct 06 at 11:53 pmk.b. A lot of your links don’t work.
Curzon added these pithy words on 31 Oct 06 at 11:59 pmThe links work fine, just delete the “” tags at the end. Please use textile formating! (Click the “Formatting” tag in the upper-right of the comment blog for more information.)
Younghusband added these pithy words on 01 Nov 06 at 12:08 amkb: Have most of those. Would be interested in your list if you can dig it up.
Dr. ARW: Will check it out.
EB: Never said it was a new issue (ie. my “energy security has been a problem for Japan in the past” nod to WWII), but the difference this time around is Japan’s pacifist constitution, which makes things very interesting. Also, as for the “string of pearls”, we have discussed that before.
Phil (Pacific Empire) added these pithy words on 02 Nov 06 at 1:28 amI emailed you (@comingnanarchy) with an essay I wrote earlier this year on energy competition/conflict in East Asia. Tell me if it didn’t come through.
Cheers,
Phil
