# Japan’s auto industry faces disruption as Middle East aluminum supplies shrink amid the Iran conflict.

*semiconductor · news · 2026-04-20 · CNBC TV18*

## Key points

- Japan's carmakers source about 70% of aluminum imports from the Middle East, heightening vulnerability.
- Aluminum prices have surged 13% since the Iran conflict began disrupting key shipping routes.
- Refineries in Abu Dhabi and Bahrain suffered damage from Iranian attacks, compounding supply issues.
- Toyota supplier Denso has already cut monthly output by 20,000 units due to shortages.
- Supply disruptions may persist for months even after hostilities end, delaying industry recovery.

**Companies:** Toyota Motor Corp., Denso Corp., Kato Light Metal Industry Co., Nissan Motor Co.
**Countries:** Japan, Iran, United States, United Arab Emirates, Bahrain, Australia, Southeast Asia, China, South Korea

[Read the full story on CNBC TV18](https://www.cnbctv18.com/auto/japan-auto-sector-hit-as-middle-east-aluminum-supply-cuts-trigger-shortages-ws-l-19889386.htm)

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