Constraints on Overseas Sales and Logistics Due to the Global Shortage of Shipping Containers
First written in FY2021-Q2. 4 of 10 entries say "Restated". Latest entry: FY2026.
Envipro Holdings 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: 10 of 13 companies on the "Worse" side.
7 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The logistics outsourcing service remained generally firm as the company assessed supply and demand and provided services at appropriate prices. However, cargo bound for Dubai was affected by the de facto closure of the Strait of Hormuz.」
The logistics service remained generally firm with appropriate pricing, but cargo bound for Dubai was affected by geopolitical factors, bringing overseas logistics constraints into focus again. - FY2025-H1RestatedAnnual report
「In the logistics outsourcing service, performance remained solid as the company assessed supply and demand and provided services at appropriate prices amid issues including freight-rate fluctuations and difficulty securing transportation space.」
Although difficulties securing transportation capacity and freight rate volatility continued, performance in the logistics outsourcing service was maintained through pricing based on supply and demand. - FY2024-Q2RestatedAnnual report
「Profit also increased due to the recovering transportation environment and the impact of foreign exchange rates. In the logistics outsourcing service, strong shipments to landlocked countries and cost reductions increased profit.」
The recovery trend in the transportation environment continued, and profits in the logistics outsourcing service increased due to shipments to landlocked countries and cost reductions. - FY2024-Q1RestatedAnnual report
「In the logistics outsourcing service, volumes also increased as the transportation environment improved following a decline in ocean freight rates for containers and other cargo.」
The improvement in the transportation environment following lower ocean freight rates for containers and other cargo continued, resulting in higher volumes in the logistics outsourcing service. - FY2023-Q2MitigatedAnnual report
「The transportation environment for used-car-related products, metal scrap and other goods improved due to the sharp decline in ocean freight rates for containers and other cargo.」
Ocean freight rates, including for containers, fell sharply, easing constraints on overseas sales and logistics compared with before. At the same time, volumes handled and profitability declined due to lower overseas demand for steel scrap and a narrowing of domestic-overseas price differentials. - FY2022-Q3Recovery in the export environment and continued high ocean freight ratesAnnual report
「The export environment for metal scrap, which had deteriorated in the second quarter due to the renewed spread of COVID-19 and other factors, began to recover in the third quarter as economic activity resumed and the yen weakened. Although soaring ocean freight rates due to difficulties securing vessels continued, the company secured earnings through measures including capturing domestic demand and sales that took advantage of price movements, resulting in higher revenue and profit.」
While the export environment for metal scrap, which had deteriorated due to the renewed spread of COVID-19 and other factors, recovered as economic activity resumed and the yen weakened, difficulties securing vessels and soaring ocean freight rates continued. The company secured earnings by capturing domestic demand and through other measures. - FY2022-Q1RestatedAnnual report
「The challenging business environment continued, due to soaring ocean freight rates caused by difficulties in arranging vessels, as well as stagnation in exports of metal scrap to overseas markets accompanying the renewed spread of COVID-19 infections.」
Difficulties securing vessels, soaring ocean freight rates and stagnation in exports of metal scrap to overseas markets have continued. At the same time, sales volumes increased by capturing domestic demand. - FY2021WorsenedAnnual report
「Amid continuing uncertainty due to the prolonged COVID-19 pandemic and soaring ocean freight rates resulting from tight supply and demand for cargo vessels against a backdrop of a global shortage of shipping containers」
The company disclosed tight supply and demand for cargo vessels and soaring ocean freight rates in addition to the container shortage, indicating that constraints on overseas sales and logistics had expanded. At the same time, it has responded by passing through higher prices and capturing domestic demand. - FY2021-Q3WorsenedAnnual report
「Amid continuing uncertainty due to the prolonged COVID-19 pandemic and soaring ocean freight rates resulting from tight supply and demand for cargo vessels against a backdrop of a global shortage of shipping containers」
In addition to the previous shortage of shipping containers, tight supply and demand for cargo vessels and soaring ocean freight rates have emerged, expanding constraints on overseas sales and logistics. - FY2021-Q2MaterialisedAnnual report
「In the nonferrous scrap business, sales of products for overseas markets were hampered by the global shortage of shipping containers that arose during the second quarter, but increased handling volumes from capturing domestic demand contributed to earnings.」
The global shortage of shipping containers arose during the second quarter and has had a tangible impact in the form of lower sales volumes for nonferrous scrap products destined for overseas markets and lower volumes handled by the logistics outsourcing service.