88 pointsby takakaze4 hours ago10 comments
  • guessmyname4 hours ago
    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 colorful, so we’re all conditioned to identify products partly by color. But people adapt quickly. In fact, a black-and-white Calbee bag might end up standing out more on a crowded supermarket shelf than yet another brightly colored package.

    There’s also a chance this ends up being a net positive. If simpler packaging lowers costs and sales stay the same, why go back? Japanese consumers are feeling inflation more than they have in decades, and companies are under pressure too. Cutting costs in a place customers barely notice seems a lot smarter than shrinking the product or raising prices again.

    • emodendroket42 minutes ago
      I think the dialysis supply shortage may be less of a charming quirk than the potato chip bags.
    • wartywhoa2325 minutes ago
      Of course there is always an advocate for every little incremental step of the deliberate chaos that the world's helmsmen have been steering into.

      OBEY.

    • BoorishBears3 hours ago
      Did you actually read the article past the hero image?

      > Teikoku Databank has identified 52 Japanese companies using naphtha to make basic chemical products like ethylene, synthetic rubber, and PVC resin.

      > The chemicals, petroleum, and coal products manufacturing sector is most vulnerable to naphtha price rises and shortages; of the 4,700 companies in this sector, 67.2% are integrated into the naphtha supply chain.

      • no-name-here2 hours ago
        From the official guidelines https://news.ycombinator.com/newsguidelines.html

        > Please don't comment on whether someone read an article. "Did you even read the article? It mentions that" can be shortened to "The article mentions that".

        May be good to edit your comment to remove the first sentence.

    • aaron6953 hours ago
      [dead]
  • nogajun3 hours ago
    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 than half of the Japanese public supports the Takaichi administration, which is implementing such absurd policies.

    • tzsan hour ago
      Google is telling me that there were production drops in 2025, but it was (1) due to an oversupply caused by Japanese ethylene and benzene exports fell due new plants in China and an increase in cheaper exports from the US to Asian markets, and (2) domestic gasoline consumption dropping.

      Everything I can find says the shortages now are due to the Iran war.

    • pibaker2 hours ago
      > The Takaichi administration attempted to pressure Calbee into reversing this decision.

      Do you have a citation for this? This sounds insane. I can't even think of any good faith motivation for doing this, other than to cover up the shortage and to keep the public pacified.

      • flakiness2 hours ago
        > https://www.asahi.com/articles/ASV5N32MVV5NUTFK005M.html

        The title reads "PM's Office calls Calbee's response a "stunt"; Emphasizes naphtha sufficiency, including intermediate products".

        Asahi Shinbun is one of the established newspapers.

        Also at the end (translated by google):

        > "The government interviewed Calbee about the situation on the 12th. According to a government official, they explained to Calbee that there is a sufficient amount available in terms of total volume. Sources close to the Prime Minister expressed concern over the ripple effects, stating, "Calbee's reaction is an overreaction. Their announcement will cause other companies to become anxious as well." However, Calbee maintains its stance, with a public relations representative stating, "This is a measure to ensure the stable supply of our products."

        So it's relatively mild "nudge", if you compare it to the current US administration.

      • amakean hour ago
        > I can't even think of any good faith motivation for doing this, other than to cover up the shortage and to keep the public pacified

        Yes

    • alephnerd2 hours ago
      > As a result of the Takaichi administration directing subsidies exclusively toward gasoline, oil companies have stopped prioritizing naphtha production

      Not exactly. Japan only produces around 40% of it's naphtha domestically, with 40% from the Middle East and the other 20% from other sources. Much of the pain arose from supply shock for the 40% sources from the ME.

      That said, much of the pain around naphata is transitional, as most Japanese imports of naphtha have now shifted away from the Middle East to Algeria, the US, and India [0][1].

      Mind you, this is eating significantly into margins, but it is survivable as this isn't Japan's first black swan event of similar calibre - the late 2000s and early 2010s oil price shock occurred during a much more difficult macro environment for Japan, and at least according to ONG analysts [2] (behind login, as most actionable commodities news is) Japan has the reserves needed for around a year of production assuming Japan didn't begin shifting sourcing, which it did.

      I'd recommend reading Overseas Energy Investment of Korea and Japan: How did Two East Asian Resources-Rare Industrial Giants Respond to Energy Security Challenges by Oh Seong-ik [3] to learn more about the Korean and Japanese energy security policy - both are using the same methodology, strategies, and contract structures, and despite public rhetoric, a large portion of younger Koreans targeting the Blue House and/or high finance still try to attend Waseda for their undergrad if SKY, KAIST, or Ewha doesn't work out.

      [0] - https://asia.nikkei.com/spotlight/iran-tensions/iran-war/jap...

      [1] - https://www.argusmedia.com/en/news-and-insights/latest-marke...

      [2] - https://direct.argusmedia.com/newsandanalysis/article/280064...

      [3] - https://link.springer.com/book/10.1007/978-981-99-0285-9

      • Tor3an hour ago
        The situation may stabilize over time as Japan gradually manages to shift sources. However, the situation has been and is serious, the Calbee issue isn't really what matters of course. As someone who's currently in the process of building a new house, I'm in constant touch with my construction company, and they tell me that there are tons of procurement problems because of the naphta shortage. Some companies have stopped taking orders altogether. We're lucky in that our construction company managed to secure what we need just in time, those just a couple of weeks after us have problems. We are mostly fine, except for some stuff, which, while important, can be handled. Or delayed, at least.
        • alephnerdan hour ago
          Absolutely, it is serious and will take months to stabilize, but this isn't the first nor the last shock like this that will arise.

          The 2022 Russia-Ukraine War led to a temporary shock like this as did the Iraqi Civil War and the subsequent surge in the late 2000s and early 2010s.

          Life is filled with black swans and it truly sucks at the individual level, but at the macro-level this is transitionary.

          Also, for the Japanese government, the housing pain is less worrisome than it's downstream impact on cracking.

    • HDThoreaun3 hours ago
      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?
      • rtpg3 hours ago
        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.
        • taneq2 hours ago
          Guess they'll have to use a smaller font.
    • georgefloid2 hours ago
      [dead]
    • yieldcrv2 hours ago
      the absurd policy being that they want a military and a birth rate

      sooooo controversial, super right-wing right there

  • dnnddidiejan hour ago
    They had a chance to embrace the black/white medium for somethink striking and attention grabbing but looks like a bad photocopy of the original packaging.
    • ssl-325 minutes ago
      Sure. They could have even taken cues from Google's Material Design, which emphasizes monochromaticity.

      But Material Design is such boring dredge at this point that I think I actually prefer the lazy photocopy style that is shown instead. :)

  • ronnieran hour ago
    Hn has at least one article in the top 25 related to Japan every day, even about the most obscure topics.
    • Tor3an hour ago
      Naphta may sound obscure, but it's the base for a ton of products. I actually had no idea, until the building / construction companies around here started getting into serious trouble (I wrote about that in another comment).
  • burgerone22 minutes ago
    Very nicely factual and non-clickbait article for once.
  • Synaesthesiaan hour ago
    Maybe the point of the Iran war was to boost the US economy, relative to East Asia, which is dependent on Middle Eastern oil and gas, while the US is an exporter.

    I mean look who benefits from this, arms companies and oil/gas companies are having a bonanza.

    • dnnddidiejan hour ago
      Or makes ROTW more resiliant. I sped up my solar, battery and EV buy because of this for example.

      The panels will land in ROTW.

  • johnea4 hours ago
    After studying Japanese language and culture for the last 15 years, and spending about 6 months there in total, I would say they have a massive over-packaging problem in general.

    I've never seen a place throw away more plastics than in Japan.

    If the current oil situation forces a reworking of this system, I'd say all in all, that's an upside.

    • gryson4 hours ago
      Japan is nowhere near the worst for plastic waste per capita, and it has very high recycling rates.

      Rely more on statistics and less on personal observation.

      • no-name-here2 hours ago
        Even better to provide a source for each statistic.

        Japan has about half the plastic waste rate, yes [1].

        However, the top recycling search result claims Japan only has a 19% recycling rate compared to the US’s 24% [2], but you might have been referring to a specific recycling type?

        [1] https://ourworldindata.org/grapher/plastic-waste-per-capita

        [2] https://en.wikipedia.org/wiki/Recycling_rates_by_country

        • grysonan hour ago
          You're greatly misunderstanding that second link: that's the breakdown of what happens to collected municipal waste within each country (notice they all add up to 100% for each country). That says nothing about total amounts of plastic waste collected or recycled.

          See Table 1 here and its sources:

          https://circulareconomy.earth/publications/how-japan-is-usin...

          Japan recycles about 24% of its used consumer plastics into new products, while the US recycles about 8%. That's NOT factoring in thermal recycling, which Japan is far better at than the US.

      • armada6513 hours ago
        Since very few types of plastic are actually recyclable most of it ends up being burned despite being separately collected, so I don't think you can simply discount the recycled plastic from the plastic waste being produced.
        • gryson3 hours ago
          Japan burns about half of its collected plastic via thermal recycling (recovering the energy) and recycles about a third into new products.

          The key point is that Japan recycles 85% of its plastic waste, which is excellent compared with a country like the US that recycles about 10%. And, the per capita plastic use in the US is far more than in Japan.

          This whole point pops up on the internet so frequently because tourists go to Japan and see lots of individually packaged items in supermarkets and convenience stores. Yes, there is room for improvement there, but overall the situation is not as bad as many countries and probably doesn't deserve the attention it gets.

      • georgefloid2 hours ago
        [flagged]
        • no-name-here2 hours ago
          Is this sarcasm?
          • kelnos18 minutes ago
            Given the age of the account, trolling (perhaps even of the bot variety) more likely. Flagged & dead now.
    • helterskelter2 hours ago
      Nippon packaging

      So dressed like a lover

      Frigid winter day

    • dangus3 hours ago
      Japan can package up all the snacks they want, they still use far less oil per capita than the USA.

      Japan: Approximately 28% of all passenger kilometers are traveled by rail

      United States: Rail travel accounts for only about 0.25% of passenger kilometers

      Remember: when you drive your 30mpg car to work, 20 miles down the freeway, alone in your vehicle by yourself, you are burning over a gallon of refined petroleum product every single day. You can make a loooooot of plastic bags with that much oil.

      Something like 95% of Americans get to work via automobile.

      • hunter2_an hour ago
        Isn't it 2/3 of a gallon plus any cold start inefficiency? But either way your point stands.
      • LadyCailin33 minutes ago
        There’s something to be said for the amount of microplastics that end up in the environment. And also that the comparison isn’t only against the US, there are other countries that lead the way in plastic reduction.
    • georgefloid2 hours ago
      [flagged]
  • 4 hours ago
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  • mock-possum3 hours ago
    Do we say ‘hail corporate’ here too? Because… this feels a lot like viral marketing for whatever this brand is to me.
  • jnakano892 hours ago
    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.

    • pibaker2 hours ago
      What is the alternative to imported fossil fuel product for a country like Japan?
      • Arn_Thor2 hours ago
        If they (and the rest of us for that matter) weren't burning so much of it, there'd be more left over for other uses.

        (with the obvious caveat that less demand means less production, which would mean there wouldn't be a lot of surplus. But in a world where we don't burn so much oil, it probably wouldn't be worth either party closing the Strait anyway...)

    • Barrin922 hours ago
      >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