Fluctuations in crude oil and petrochemical product prices
First written in FY2016. 17 of 33 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-11-09.
Taisei Lamick Group Head Quarter & Innovation moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).
The whole theme swung hardest in 2022: 127 of 168 companies on the "Worse" side.
34 other companies' latest entry also says "Mitigated".
- FY2026MaterialisedAnnual report
「Manufacturers continue to face difficult conditions, including the emergence of supply chain risks, labor shortages, and rising labor, utility and logistics costs.」
Higher raw material- and energy-related costs, labor costs and logistics costs have become evident in the actual business environment. The company states that higher costs were absorbed through price revisions, productivity improvements and other measures. - 2026-05-15WorsenedRevisions to earnings forecasts
「国内経済の持ち直しが期待される一方で、中東情勢をはじめとする地政学的リスクの高まりに伴う原油・ナフサ価格の変動、エネルギーコスト・物流コストの上昇が影響を及ぼす可能性があります。加えて、為替相場の変動による原材料調達コストへの影響も懸念されており、先行きは依然として不透明な状況が続くものと認識しております。」
地政学リスクに伴う原油・ナフサ価格の変動に加え、エネルギー・物流コスト及び為替による原材料調達コストへの影響をリスクとして具体化している。 - FY2026-H1MaterialisedAnnual report
「Manufacturers continue to face difficult conditions, including persistently high raw material prices, labor shortages, and rising labor, utility and logistics costs.」
Persistently high raw material prices, together with rising labor, utility and logistics costs, have become evident in the actual business environment and are affecting profitability for the current interim consolidated accounting period. - FY2025-H1RestatedAnnual report
「In the flexible packaging materials industry as well, energy costs and raw material prices have continued to remain high, creating a difficult business environment, and the outlook remains uncertain.」
Energy costs and raw material prices have continued to remain high, and the company states that the difficult business environment in the flexible packaging materials industry persists. - FY2024MaterialisedAnnual report
「Operating profit decreased by ¥896 million from the previous consolidated fiscal year to ¥1,621 million, down 35.6%. The operating profit margin was 5.8%, down 2.8 percentage points year on year. The main reason was the impact of higher energy costs and persistently high raw material costs.」
Higher energy costs and persistently high raw material costs actually emerged in business performance as a 35.6% decline in operating profit and a decrease in the operating profit margin to 5.8%. - FY2024-Q3MaterialisedAnnual report
「During the current cumulative third quarter of the consolidated fiscal year, the effects of price revisions advanced since the previous year became evident, but the company was unable to offset higher costs, including raw materials, resulting in lower revenue and lower profit.」
Higher costs, including raw materials, could not be absorbed by the effects of price revisions and actually emerged in business performance as factors reducing revenue and profit. - FY2024-Q2MaterialisedAnnual report
「During the current cumulative second quarter of the consolidated fiscal year, the effects of price revisions advanced since the previous year became evident, but the company was unable to offset higher costs, including raw materials, resulting in lower revenue and lower profit.」
Higher costs, including raw materials, could not be absorbed by the effects of price revisions and actually emerged in business performance as factors reducing revenue and profit. - FY2024-Q1MaterialisedAnnual report
「During the current cumulative first quarter of the consolidated fiscal year, the effects of price revisions implemented from the previous fiscal year became evident, but the company was unable to offset the increase in energy costs and labor costs, in addition to persistently high raw material costs, amid an adjustment phase in demand for flexible packaging materials as described above, resulting in lower revenue and lower profit.」
Persistently high raw material costs and increases in energy costs and labor costs could not be absorbed by the effects of price revisions and actually emerged in business performance as factors reducing revenue and profit. - FY2023-Q3MaterialisedAnnual report
「The main reasons for the decline in profit were increases in energy costs, raw material prices and transportation costs.」
Higher energy costs, raw material prices and transportation costs actually emerged as factors reducing profit for the cumulative third quarter, including a 16.8% decline in operating profit. - FY2023-Q2MaterialisedAnnual report
「The main reason for the increase in profit was that higher transportation and raw material costs were more than offset by increased revenue, including in Japan and the Americas.」
The company states that higher transportation costs and raw material prices actually increased costs and affected business performance, but this was offset by increased revenue, mainly in Japan and the Americas. - FY2023-Q1MaterialisedAnnual report
「Operating profit declined because manufacturing costs, including raw material prices, increased despite continued strong demand for liquid sachets in Japan and the Americas.」
The company states that higher manufacturing costs, including raw material prices, actually became a factor reducing operating profit. - FY2022MaterialisedAnnual report
「The main reason for the increase in profit was that higher transportation and raw material costs were more than offset by increased revenue, including in Japan and the Americas.」
The company states that higher transportation costs and raw material costs actually increased costs and affected business performance, but this was offset by increased revenue, mainly in Japan and the Americas. - FY2022-Q3MaterialisedAnnual report
「The main reason for the increase in profit was that higher transportation and raw material costs were more than offset by increased revenue, including in Japan and the Americas.」
The company states that higher transportation costs and raw material prices actually increased costs and affected business performance, but this was offset by increased revenue, mainly in Japan and the Americas. - FY2022-Q1WorsenedAnnual report
「Although the end of the COVID-19 pandemic is not yet in sight, regulations in various countries have been eased gradually as vaccination programs have progressed, and the outlook remains uncertain amid expectations that the normalization of economic activity will push up the prices of various raw materials.」
The company explicitly expects various raw material prices to rise as economic activity normalizes and continues to identify the risk of higher raw material prices as a source of uncertainty about the outlook. - FY2020WorsenedAnnual report
「If supply disruptions occur somewhere in the supply chain before materials are procured by our group for various reasons, including explosive increases in demand and natural disasters, it may become difficult to procure raw materials, and even if procurement is possible, procurement prices may surge. This could adversely affect the business performance and financial condition of our group.」
In addition to fluctuations in crude oil and petrochemical product prices, the company explicitly identifies procurement difficulties and price surges resulting from supply disruptions in the supply chain as risks. - FY2020-Q3MaterialisedAnnual report
「In the flexible packaging materials industry, demand for new forms of packaging associated with changing lifestyles remains firm, but the industry is beginning to be affected by the impact of crude oil price fluctuations on raw material prices, lost business opportunities resulting from adverse weather conditions, responses such as reducing the use of plastics in response to environmental issues, and efforts in the distribution industry to optimize supply volumes and extend shelf life in order to reduce food waste.」
The impact of crude oil price fluctuations on raw material prices has become evident along with other factors, including adverse weather conditions, and the company states that its business is beginning to be affected. - FY2020-Q2Crude oil prices trending lower and geopolitical uncertainty presented togetherAnnual report
「Although crude oil prices have been trending lower, the outlook is expected to become more uncertain due to rising geopolitical risks in the Middle East, and there are also concerns about lost business opportunities resulting from adverse weather conditions.」
Although crude oil prices are described as trending lower, uncertainty about the outlook due to geopolitical risks in the Middle East persists. - FY2020-Q1WorsenedAnnual report
「Although crude oil prices had remained high, the outlook is expected to become more uncertain due to rising geopolitical risks in the Middle East, and there are also concerns about lost business opportunities resulting from adverse weather conditions.」
In addition to persistently high crude oil prices, the company describes increasing uncertainty ahead due to geopolitical risks in the Middle East, broadening the uncertainty surrounding crude oil price risks. - FY2019MaterialisedAnnual report
「Although crude oil prices, which had remained high, have recently been trending downward, the impact on raw material prices and energy costs is expected to remain elevated, and costs are expected to continue increasing.」
The company states that raw material prices and energy costs remained high and costs continued to increase even after crude oil prices declined. In practice, raw material price increases exceeded expectations and reduced operating profit, while price revisions and other measures failed to fully offset the higher costs. - FY2019-Q3RestatedAnnual report
「Although crude oil prices, which had remained high, have recently been trending downward, the impact on raw material prices and energy costs is expected to remain elevated, and costs are expected to continue increasing.」
Although crude oil prices have recently been trending downward, raw material prices and energy costs remain high, and costs are expected to continue increasing. - FY2019-Q2WorsenedAnnual report
「In the flexible packaging materials industry, demand for packaging materials remained firm against a backdrop of solid consumption, but raw material prices and energy costs have tended to remain high due to soaring crude oil prices, and the possibility of another increase in raw material prices raises concerns about further cost increases.」
The impact of soaring crude oil prices has extended beyond raw material prices to energy costs, and the company is concerned that costs may remain high and rise further. - FY2019-Q1MaterialisedAnnual report
「In the flexible packaging materials industry, demand for packaging materials remained firm against a backdrop of solid consumption, but higher raw material procurement prices resulting from soaring crude oil prices have become evident, and there are concerns about a further impact on business performance going forward.」
The company states that higher raw material procurement prices resulting from soaring crude oil prices have actually become evident and expresses concern about an additional impact on future business performance. - FY2018-Q3RestatedAnnual report
「The main raw materials for the packaging films we manufacture are petrochemical products, and procurement prices for these raw materials are linked to international crude oil prices. Accordingly, substantial fluctuations in crude oil prices tend to affect raw material price trends several months later.」
The risk that fluctuations in crude oil prices may affect packaging film raw material prices through petrochemical products remains ongoing. - FY2018-Q2RestatedAnnual report
「The main raw materials for the packaging films we manufacture are petrochemical products, and procurement prices for these raw materials are linked to international crude oil prices. Accordingly, substantial fluctuations in crude oil prices tend to affect raw material price trends several months later.」
The risk that fluctuations in crude oil prices may affect packaging film raw material prices through petrochemical products remains ongoing. - FY2018-Q1WorsenedAnnual report
「Amid numerous concerns, including the potential future impact on raw material prices of higher crude oil prices since the second half of last year and signs that the inbound consumption boom is losing momentum,」
Compared with the previous description that crude oil price fluctuations had been limited and had only a minor impact on raw material prices, the company identifies the potential future impact of higher crude oil prices on raw material prices as a concern. - FY2017-Q3RestatedAnnual report
「The main raw materials for the packaging films we manufacture are petrochemical products, and procurement prices for these raw materials are linked to international crude oil prices. Accordingly, substantial fluctuations in crude oil prices tend to affect raw material price trends several months later.」
The risk that fluctuations in crude oil prices may affect packaging film raw material prices through petrochemical products remains ongoing. - FY2017-Q2RestatedAnnual report
「The main raw materials for the packaging films we manufacture are petrochemical products, and procurement prices for these raw materials are linked to international crude oil prices. Accordingly, substantial fluctuations in crude oil prices tend to affect raw material price trends several months later.」
The company reiterates the risk that fluctuations in crude oil prices may affect packaging film raw material prices through petrochemical products. - FY2017-Q1RestatedAnnual report
「The main raw materials for the packaging films we manufacture are petrochemical products, and procurement prices for these raw materials are linked to international crude oil prices. Accordingly, substantial fluctuations in crude oil prices tend to affect raw material price trends several months later.」
The company reiterates the risk of fluctuations in raw material prices through changes in crude oil and petrochemical product prices. - FY2016First statedAnnual report
「The main raw materials for the packaging films we manufacture are petrochemical products, and procurement prices for these raw materials are linked to international crude oil prices. Accordingly, substantial fluctuations in crude oil prices tend to affect raw material price trends several months later.」
Film raw material prices are linked to crude oil prices, and higher procurement prices may affect business performance.