Energy supply risks, including tight electricity supply-demand and concerns over LNG supply
First written in FY2023-Q1. 1 of 2 entries say "Worsened", first in FY2024. Latest entry: FY2024.
TOKAI Holdings moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 4 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
- FY2024WorsenedAnnual report
「At the same time, the outlook remains uncertain, with further increases in energy prices driven by heightened tensions in the Middle East and the weaker yen a concern.」
Concerns over energy price increases caused by the situation in the Middle East and the weaker yen continued as energy supply and price risks. - FY2023-Q1First statedAnnual report
「Meanwhile, close monitoring remains necessary of domestic developments, including tight electricity supply-demand conditions, concerns over LNG supplies resulting from the prolonged situation in Ukraine, and the rapid spread of infections during the seventh wave of COVID-19.」
The company first explicitly identified tight electricity supply-demand conditions and concerns over LNG supplies associated with the prolonged situation in Ukraine as domestic developments requiring close monitoring.