Impact of the Global Shortage of Logistics Personnel and Containers on Production
First written in FY2021. 3 of 5 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2026-H1.
Kawaguchi Chemical Industry moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「The Strait of Hormuz was effectively closed, supply chain disruptions occurred, and geopolitical risk became the greatest economic risk,」
With regard to logistics and supply chain risks, the company states that supply chain disruptions associated with the effective closure of the Strait of Hormuz actually occurred. - FY2022WorsenedAnnual report
「In the automotive industry closely related to our Group, production adjustments continued due to supply chain disruptions caused by lockdowns in China, prolonged shortages of semiconductor components and disruptions to logistics networks.」
China's lockdowns, the semiconductor shortage, and disruptions to logistics networks caused the existing logistics constraints to continue and materialize as production adjustments in the automobile industry. - FY2022-Q2WorsenedAnnual report
「Russia's invasion of Ukraine drove further increases in energy and raw material prices, semiconductor supply shortages, and disruptions to logistics networks,」
In addition to the existing shortage of logistics personnel and containers, disruptions to logistics networks associated with the invasion of Ukraine further tightened supply constraints. - FY2022-Q1RestatedAnnual report
「However, production restrictions resulting from environmental issues in China, as well as the global shortage of logistics workers and containers, affected production activity across industries.」
The impact on production activity from China's production restrictions and the global shortage of logistics personnel and containers has continued. - FY2021First statedAnnual report
「Production activity in various industries has been affected by production restrictions resulting from environmental problems in China and the global shortages of logistics personnel and containers.」
The shortage of logistics personnel and containers was first identified as a new business-environment risk affecting production activity across industries.