Global Container Shortages, Shipping Delays and Higher Transport Costs
First written in FY2022. 2 of 4 entries say "Worsened", first in FY2023-Q1. Latest entry: FY2026.
Tri Chemical Laboratories moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).
The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「At present, exports and imports are experiencing higher transportation costs against a backdrop of rising fuel costs and other factors. If logistics conditions deteriorate further and related costs, including transportation costs, increase, the financial position and operating results of the Company’s group may be affected.」
The Company states that, in addition to the previously identified logistics disruptions and higher transportation costs, transportation costs are currently increasing against a backdrop of rising fuel costs. - FY2024-Q1RestatedAnnual report
「The outlook remains uncertain due to higher energy prices and rising prices caused by the prolonged situation in Ukraine and other factors, as well as continuing disruption to global supply chains.」
Continuing global supply-chain disruption is reiterated as a factor contributing to the uncertain outlook, together with higher energy prices and rising prices. - FY2023-Q1WorsenedAnnual report
「The outlook remains uncertain against a backdrop of rising prices caused by the spread of the Omicron variant and the worsening situation in Ukraine, as well as logistics disruptions caused by the lockdown in Shanghai.」
The Company states that logistics disruptions have specifically occurred as a result of the lockdown in Shanghai, adding a new factor to the previously identified logistics risks, including container shortages and shipping delays. - FY2022First statedAnnual report
「Imports and exports are currently affected by a global shortage of containers, delays in shipping services and higher freight charges. If logistics conditions deteriorate further or costs increase, this could affect our financial position and operating performance.」
The disclosure independently identifies container shortages, shipping delays and higher freight costs in imports and exports as current logistics risks.