EX Japan sent me an email, because I have some stuff coming in with them. They are currently working with the Japanese post office to secure a contract to allow them to send by air, and in order to do that, they need to send an investigator of some sort to calculate their shipping volume. According to them, their looking at about one month until they get that license.
They also stated that if the U.S. stops the embargo, shipping would immedietely continue as normal. So at most, they said that I'd have to wait about a month to get my stuff. They also said that they could check on FedEx shipping, and if that price wasn't too outrageous, they could still do that.
So we're not out of luck. It seems we just have to wait for our favorite stores and middlemen to go through this and have that contract. That's probably why HLJ still can ship. They probably already had a contract with the post office.