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Naphtha shortages in Japan

nippon.com

11–20 of 145 posts

Re: Naphtha shortages in Japan

#12
post #9

As a result of the Takaichi administration directing subsidies exclusively toward gasoline, oil companies have stopped prioritizing naphtha production, leading to a shortage of daily necessities. The fact that Calbee’s snack packaging has turned monochrome is a direct consequence of this. The Takaichi administration attempted to pressure Calbee into reversing this decision. What is even more alarming is that more tha…

How much naphtha is used to color a bag of chips? I figured it was like considerably less than a milliliter. Is that really a significant cost even if naptha prices 10x?

It sounds like this isn't a cost problem but a supply problem. At one point a 20% reduction in inputs has to affect some output.

Re: Naphtha shortages in Japan

#13

As someone who grew up eating Calbee snacks, I think they’ll be fine. People from my generation aren’t buying Calbee because the bag is colorful. They’re buying it because it’s Calbee and they already know what they’re getting. The packaging could be black and white and I’d still recognize it instantly. The only people I could see being briefly confused are younger consumers. Japanese packaging tends to be very color…

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Re: Naphtha shortages in Japan

#14

As someone who grew up eating Calbee snacks, I think they’ll be fine. People from my generation aren’t buying Calbee because the bag is colorful. They’re buying it because it’s Calbee and they already know what they’re getting. The packaging could be black and white and I’d still recognize it instantly. The only people I could see being briefly confused are younger consumers. Japanese packaging tends to be very color…

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Re: Naphtha shortages in Japan

#15
Buried near the end: Nisshin Seifun Welna stopped printing cooking time on their spaghetti packaging tape. There's a Japanese consumer somewhere squinting at the package trying to remember if it was 8 mins or 10 mins.

This is what "globalized supply chain" looks like up close.

Re: Naphtha shortages in Japan

#16
post #12

Earlier quoted context omitted.

How much naphtha is used to color a bag of chips? I figured it was like considerably less than a milliliter. Is that really a significant cost even if naptha prices 10x?

It sounds like this isn't a cost problem but a supply problem. At one point a 20% reduction in inputs has to affect some output.

Guess they'll have to use a smaller font.

Re: Naphtha shortages in Japan

#18

Buried near the end: Nisshin Seifun Welna stopped printing cooking time on their spaghetti packaging tape. There's a Japanese consumer somewhere squinting at the package trying to remember if it was 8 mins or 10 mins. This is what "globalized supply chain" looks like up close.

>This is what "globalized supply chain" looks like up close.

If that's the extent of it I'd say they're doing relatively fine. People have been taking these events like covid as some glaring warning of globalized supply chains but given that we've had like ten major supply chain shocks in half as many years I feel like the supply chains are good actually.

If you told me ten years ago that North Koreans are fighting in Europe, Russia's oil facilities are being hit by drones, Houthis are launching rockets into space and the largest trade route in the world is blocked I'd have guessed it's worse than 4% inflation and Japan's running out of printer ink

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