Supply Constraints Caused by Maritime Transport Disruptions
First written in FY2022-Q1. 2 of 6 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2024.
Fuso Chemical moved to the "Worse" side of this theme in 2021, 3 years before the typical company in this theme (2024).
The whole theme swung hardest in 2021: 12 of 22 companies on the "Worse" side.
4 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「Logistics disruption caused by the COVID-19 pandemic returned to normal, and the momentum among customers to secure inventory subsided. Inventory adjustments also continued for an extended period across a broad range of industries, affecting our fruit acid business.」
Although the logistics disruption associated with the COVID-19 pandemic itself normalized, the resulting prolonged inventory adjustments affected sales. - FY2023MitigatedAnnual report
「In response to disruption across the logistics network, we worked to maintain stable supplies by taking every possible measure, including changing ocean transport routes. In response to soaring logistics costs, we pursued greater efficiency and passed costs on through price increases. More recently, the disruption has begun to subside.」
Although disruption in ocean shipping continued, the company responded by changing transport routes, improving efficiency and passing costs on through prices, and explains that the disruption has recently begun to subside. - FY2022WorsenedAnnual report
「In fiscal 2021, disruption in international logistics continued and had a significant impact on imports and exports, including higher container shipping rates, increased miscellaneous expenses due to disruption at ports, securing shipping capacity and longer lead times. These conditions are continuing.」
Disruption in ocean shipping has had a significant impact on imports and exports through higher freight rates and miscellaneous expenses, difficulty securing shipping capacity and longer lead times. - FY2022-Q3WorsenedAnnual report
「Although global disruption in ocean shipping had a significant impact on exports, sales remained steady.」
The company states that global disruption in ocean shipping had a significant impact on exports, and that supply and logistics constraints are continuing. - FY2022-Q2MaterialisedAnnual report
「Adoption of our ultra-high-purity colloidal silica products has increased as semiconductor miniaturization has progressed, and sales remained firm despite the impact on exports from global shipping disruptions.」
The company states that global disruption in ocean shipping has had an actual impact on exports. - FY2022-Q1First statedAnnual report
「Although positive factors include a recovery in global economic growth and increased IT demand due to advancing digitalization, concerns have emerged, including the spread of variants, intensifying tensions between the United States and China, continuing disruption to ocean shipping, and uncertainty over semiconductor supplies. The outlook therefore remains uncertain.」
The continued disruption in ocean shipping can be identified independently for the first time as a concern for the outlook, alongside concerns such as uncertainty over semiconductor supplies.