Canada-in-Asia: Momentum Tokyo closes the 2026 Momentum series with a focus on the energy and materials foundations of Japan's economic security.
Japan's semiconductor, electronics, photonics, and battery firms make the wafers, chemicals, magnets, and optics that global technology runs on, and they import almost every element that goes into them, along with the power to process them.
Fabrication is an electricity business before it is a chip business. The supply side is concentrated. METI records that, pre-Iran war, Japan depended on the Middle East for more than 90 per cent of its crude oil imports, and the 2026 Strait of Hormuz disruption turned a structural exposure into an operational one. On materials, the March 2026 Canada-Japan Comprehensive Strategic Roadmap registered both countries' grave concerns over economic coercion and over export restrictions on critical minerals and established a bilateral Economic Security Dialogue on the premise that "economic resilience is vital to both national security and long-term prosperity."
Canada has cargoes already sailing and new capacity coming online. LNG, LPG, heavy crude, uranium and small modular reactors, germanium, gallium, indium and rare earth metals – all are goods and services Canada can supply to underwrite Japanese advanced manufacturing.
This Momentum event identifies the needs and the pathways for co-operation, three months before APF Canada's annual Canada-in-Asia Conference (CIAC2027) convenes in Singapore.
