Japan is currently undergoing an oil crisis that the government is desperately attempting to hide. Companies have been saying they don't have the supplies they need for continued operation, and some are sucking it up by cutting back on manufacturing or eating a loss out of fear of retribution from the PM or her incredibly loyal following.

Other companies have said that they're facing shortages, but if you don't read/believe the news, it's easy to ignore. Calbee is the first large corporation to make it unavoidably apparent that there are shortages, and that if things don't change, it's going to be much worse than mere ink shortages.

As a personal example, medicine that my doctor prescribed used to come in individually wrapped packs. It was like this for years. Due to plastic shortages, it's now all put into a single bag. Environmentally speaking it's better and I don't mind. But it's a massive shift and this is just the start of the shortage. With no solution in sight, and with shortage resolution taking months even if the war ended tomorrow, it's going to get worse and there's no way around it.

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).