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Reuters poll: 37% of Japan firms see oil volatility as biggest risk to earnings

The survey reinforces Japan's acute sensitivity to the Iran war: with almost all crude imports sourced from the Middle East, any further disruption to Gulf shipping (like this), such as this week's tanker attack north of Qatar, feeds directly into corporate costs and margins. That leaves energy-intensive sectors such as materials, chemicals, cement and transport most exposed if oil stays…

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