Risk of rising methanol prices
First written in FY2016. 6 of 12 entries say "Restated". Latest entry: 2026-11-05.
Daicel moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 126 of 167 companies on the "Worse" side.
57 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Suppliers' production facilities have become larger, creating a risk that fluctuations in supply capacity associated with scheduled maintenance and equipment failures could affect methanol market prices and the earnings of the Group's principal businesses.」
In addition to clean energy demand, the company specified fluctuations in suppliers' capacity caused by scheduled maintenance and equipment failures as a new factor in methanol price risk. - 2026-05-12MaterialisedEarnings presentation
「メタノールについては、以前から地域分散で調達を行っているものの、中東情勢悪化の影響を受け、他拠点からの調達など、各サプライヤーと連携を取りながら確保を進めている。購入価格は大幅に上昇。当社グループでは年間約50万ｔを使用しており、10$/ｔの価格上昇で、約7億円（為替レートUSD/JPY 150円想定）のコスト増となる。」
メタノール価格・調達リスクについて、中東情勢悪化を受けた調達対応と購入価格の大幅上昇が実際のコスト影響として示された。 - FY2024WorsenedAnnual report
「Methanol is not only a raw material for chemical products but has also come to be viewed as a clean energy source in recent years, creating a risk that its price could be significantly affected in the future by factors unrelated to trends in the chemical industry, such as growing interest in environmental issues.」
The company added price volatility driven by clean energy demand and environmental concerns outside the chemical industry as a factor in methanol price risk. - FY2020-Q3RestatedAnnual report
「Regarding trends in raw material and fuel costs, we have implemented measures to purchase relatively inexpensive methanol on a stable basis, including long-term contracts and investments in methanol manufacturers.」
The company continues to pursue stable procurement through long-term contracts and investments in methanol manufacturers. - FY2019RestatedAnnual report
「We have implemented measures to purchase relatively inexpensive methanol on a stable basis, including long-term contracts and investments in methanol manufacturers, but a rise in methanol market prices could adversely affect the Group's business performance.」
The company continues to pursue stable methanol procurement through long-term contracts and investments in manufacturers, while recognizing the risk of higher market prices. - FY2019-Q3RestatedAnnual report
「Regarding trends in raw material and fuel costs, we have implemented measures to purchase relatively inexpensive methanol on a stable basis, including long-term contracts and investments in methanol manufacturers.」
The company continues to pursue stable procurement through long-term contracts and investments in methanol manufacturers. - FY2019-Q1RestatedAnnual report
「Regarding trends in raw material and fuel costs, we have implemented measures to purchase relatively inexpensive methanol on a stable basis, including long-term contracts and investments in methanol manufacturers.」
The company continues to pursue stable methanol procurement through long-term contracts and investments in manufacturers. - FY2018RestatedAnnual report
「We have implemented measures to purchase relatively inexpensive methanol on a stable basis, including long-term contracts and investments in methanol manufacturers, but a rise in methanol market prices could adversely affect the Group's business performance.」
The company continues to pursue stable methanol procurement through long-term contracts and investments in manufacturers, while recognizing the risk of higher market prices. - FY2017RestatedAnnual report
「We have implemented measures to purchase relatively inexpensive methanol on a stable basis, including long-term contracts and investments in methanol manufacturers, but a rise in methanol market prices could adversely affect the Group's business performance.」
The company continues to disclose measures for stable methanol procurement through long-term contracts and investments, as well as the risk of higher market prices. - FY2016First statedAnnual report
「Our Group purchases large quantities of methanol as a raw material for its main products, acetic acid and polyacetal resins.」
The company has implemented measures for stable procurement, including long-term contracts and investments in manufacturing companies, but identifies the impact on business performance when market prices rise as a risk.