Supply constraints due to shortages of parts and raw materials and higher resource prices
First written in FY2022-Q3. 6 of 12 entries say "Worsened", first in FY2022. Latest entry: 2026-11-09.
Nippon Carbide Industries Company moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 10 of 18 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2026WorsenedAnnual report
「In addition, fluctuations in these raw material prices may become more pronounced due to rising crude oil and naphtha prices and unstable energy supplies associated with heightened geopolitical tensions in recent years, as well as higher logistics costs and longer procurement lead times resulting from disruptions to maritime shipping routes.」
Specific transmission channels were added for the risks of supply constraints and higher resource prices: geopolitical tensions, unstable energy supplies, disruptions to maritime shipping routes, higher logistics costs, and longer procurement lead times. - FY2025RestatedAnnual report
「During the consolidated fiscal year, the global economy remained uncertain, partly due to continued interest-rate hikes aimed at curbing inflation in developed countries, the prolonged invasion of Ukraine by Russia and persistently high prices for raw materials and fuel.」
The disclosure continues to describe uncertainty in the external environment due to interest-rate hikes, the prolonged situation in Ukraine, and persistently high raw material and fuel prices. - FY2024-Q3RestatedAnnual report
「During the nine-month period ended the third quarter of the current consolidated fiscal year, the global economy remained uncertain, partly due to continued interest-rate hikes to curb inflation, the prolonged Russia-Ukraine situation and persistently high prices for raw materials and fuel.」
The disclosure continues to cite uncertainty in the external environment due to interest-rate hikes, the prolonged Russia-Ukraine situation and persistently high prices for raw materials and fuel. - FY2024-Q2RestatedAnnual report
「The global economy during the cumulative second quarter remained uncertain, owing to continued measures to contain inflation through interest-rate hikes, the prolonged Russia-Ukraine situation, persistently high raw material and fuel prices, and a slowdown in the pace of recovery in China's economy.」
The disclosure continues to cite uncertainty about the outlook due to interest-rate hikes, the Russia-Ukraine situation, persistently high prices for raw materials and fuel, and the slowing recovery of the Chinese economy. - FY2023WorsenedAnnual report
「During the consolidated fiscal year, restrictions on movement imposed during the COVID-19 pandemic were eased in many countries and economic activity resumed. However, concerns about an economic slowdown intensified due to the prolonged surge in resource and raw material prices, global monetary tightening aimed at curbing inflation, and the impact of stagnating economic activity following the resurgence of COVID-19 infections in China.」
The prolonged surge in resource and raw material prices, global monetary tightening and stagnating economic activity due to the resurgence of infectious disease in China continued and became more concrete factors worsening the external environment. - FY2023-Q3WorsenedAnnual report
「During the first nine months of the current consolidated fiscal year, uncertainty about the outlook for the global economy increased due to higher resource prices resulting from the prolonged conflict in Ukraine, rising global inflation, interest-rate hikes by central banks in various countries and concerns about an economic recession.」
In addition to the previous disclosure regarding supply constraints and higher resource prices, the prolonged conflict in Ukraine, global inflation, interest-rate hikes by central banks in various countries and concerns about an economic recession were identified as factors creating uncertainty about the outlook. - FY2023-Q2WorsenedAnnual report
「During the first six months of the current consolidated fiscal year, the global economy generally continued to recover from the downturn caused by the COVID-19 pandemic, although conditions varied by country and region. However, uncertainty about the outlook for the global economy increased due to higher resource prices resulting from the rapid depreciation of the yen, rising global inflation, lockdowns in China as part of its COVID-19 measures, and Russia’s invasion of Ukraine.」
In addition to supply constraints and higher resource prices, global inflation, lockdowns in China and Russia's invasion of Ukraine were identified as factors creating uncertainty about the outlook for the global economy. - FY2023-Q1WorsenedAnnual report
「Although the global economy during the first quarter of the current consolidated fiscal year continued to recover overall from the downturn caused by the COVID-19 pandemic, with differences among countries and regions, the recovery slowed against a backdrop of higher resource prices due to the rapid depreciation of the yen and other factors, lockdowns in Chinese cities as part of measures against COVID-19, and Russia's invasion of Ukraine.」
Higher resource prices due to the rapid depreciation of the yen and other factors, lockdowns in China and Russia's invasion of Ukraine became additional factors slowing the global economic recovery. Factors worsening the supply and cost environment continue and are expanding. - FY2022WorsenedAnnual report
「Although the global economy during the consolidated fiscal year continued to recover from the downturn caused by the COVID-19 pandemic overall, with differences among countries and regions, the recovery slowed against a backdrop of worsening shortages of parts and raw materials, higher resource prices, power supply problems in China and Russia's invasion of Ukraine.」
In addition to shortages of parts and raw materials, higher resource prices and power supply problems in China, Russia's invasion of Ukraine became an additional factor worsening the external environment, expanding the factors contributing to supply constraint risks. - FY2022-Q3First statedAnnual report
「However, against a backdrop of worsening shortages of parts and raw materials, higher resource prices and power supply problems in China, the pace of recovery slowed.」
Worsening shortages of parts and raw materials, higher resource prices and power supply problems in China were identified for the first time as a standalone theme contributing to the slowdown in the global economic recovery.