They did say "everything I can find" which, while not citing references, you would also have found it you tried to Google this at all. Here's one

https://www.nytimes.com/2026/05/24/business/what-is-naphtha....

here's another one:

https://www.irishtimes.com/world/asia-pacific/2026/05/19/ple...

It's wider than Japan, it's in other countries in Asia. It's directly tied to the war and the closure of the Strait of Hormuz. But it's pretty clear you have your own axe to grind.