Risk of Raw Material Supply Constraints and Price Spikes
First written in FY2016. 8 of 16 entries say "Worsened", first in FY2022. Latest entry: 2026-08-10.
Daiki Aluminium Industry moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 9 of 10 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- 2026-08-10WorsenedEarnings
「Scrap prices remained high due to rising LME prices, and the business environment continued to be uncertain.」
Persistently high scrap prices driven by rising LME prices confirmed a negative factor in the raw-material pricing environment. - FY2026WorsenedAnnual report
「At the same time, the earnings environment was affected by a decline in the generation of aluminum scrap, the raw material, and increased demand for aluminum scrap as a low-carbon material.」
States that lower scrap generation and increased demand for scrap as a low-carbon raw material affected the earnings environment, specifying factors contributing to supply constraints and deterioration in the price environment. - 2026-05-14WorsenedEarnings
「At the same time, the earnings environment was affected by a decline in the generation of aluminum scrap, the raw material, and increased demand for aluminum scrap as a low-carbon material.」
The Company stated that lower scrap generation and higher demand for aluminum scrap affected the earnings environment, specifying risks related to raw-material supply and pricing. - FY2025-H1WorsenedAnnual report
「On the earnings side, compared with the previous interim consolidated fiscal period, the spread between raw-material prices and product selling prices narrowed due in part to the impact of persistently high scrap prices,」
Persistently high aluminum scrap prices narrowed the spread between raw-material prices and product selling prices, putting pressure on earnings. The deterioration in the raw-material price environment is reflected in actual results. - FY2024-Q3WorsenedAnnual report
「While aluminum scrap, the raw material, remains in short supply and prices remain high, exports of components to China and Southeast Asia lacked strength, and a full-fledged recovery in demand has not yet been achieved.」
The perceived shortage and high prices of aluminum scrap, the raw material, have continued and become more pronounced, alongside the delayed recovery in demand. The deterioration in the raw-material supply and price environment is reflected in actual business conditions. - FY2024-Q2WorsenedAnnual report
「Regarding demand for aluminum alloys, the price of aluminum scrap, the raw material, remains high, while customers continue to adjust their inventories and work in progress, and a full-fledged recovery in demand has not yet been achieved.」
Explicitly states that aluminum scrap prices, as the raw material, remain high, alongside the delayed recovery in demand. The deterioration in the raw-material price environment is reflected in actual business conditions. - FY2024-Q1RestatedAnnual report
「The global economy is recovering despite weakness in some regions, but conditions continue to weigh on global economic growth, including the prolonged situation in Ukraine, high energy and commodity prices, and slower growth resulting from global monetary tightening.」
The continued impact of the situation in Ukraine, high energy and commodity prices, and global monetary tightening on the global economy is cited, and risks surrounding raw materials and the pricing environment continue to be identified. - FY2023-Q3RestatedAnnual report
「During the first nine months of the consolidated fiscal year under review, Japan's economy remained uncertain, with concerns that rising prices of various goods would dampen consumption, due to the spread of COVID-19 and surging raw-material and crude oil prices resulting from factors including the situation in Ukraine.」
Continues to cite concerns that surging raw-material and crude oil prices and rising prices of various goods will dampen consumption. There has been no substantive change in the nature of the risks from the previous quarter. - FY2023-Q2WorsenedAnnual report
「During the first six months of the consolidated fiscal year under review, Japan's economy remained uncertain, with concerns that rising prices of various goods would dampen consumption, due to the spread of COVID-19 and surging raw-material and crude oil prices resulting from factors including the situation in Ukraine.」
Explicitly identifies concerns that surging raw-material and crude oil prices and rising prices of various goods will dampen consumption, specifying the impact of raw-material price fluctuation risk. - FY2022WorsenedAnnual report
「In the aluminum business, raw-material and selling prices are affected by fluctuations in market conditions, including international prices determined on the LME (London Metal Exchange), which reflect international market conditions. Some of the raw materials procured by the Group are subject to an unavoidable reduction in sources of supply due to changes in the environment, while others may be subject to procurement constraints because of limited market availability. If procurement of these raw materials is disrupted, or if raw-material and selling prices are affected by rapid and substantial fluctuations in market conditions, the Group's financial position, business performance, and other aspects of its operations may be affected.」
Explicitly states that international prices such as those on the LME affect raw-material and selling prices, and specifies rapid and substantial fluctuations in market conditions in addition to the existing risks of supply constraints and price surges. - FY2021ReframedAnnual report
「In the aluminum business, raw-material and selling prices are affected by fluctuations in market conditions, including international prices determined on the LME (London Metal Exchange), which reflect international market conditions.」
In addition to the risks of raw-material supply constraints and price surges, organizes and specifies the risk that international market conditions such as those on the LME affect both raw-material and selling prices. - FY2020RestatedAnnual report
「Some of the raw materials procured by the Group are subject to an unavoidable reduction in sources of supply due to changes in the environment, while others may be subject to procurement constraints because of limited market availability. If procurement of these raw materials is disrupted or their prices surge, the Group's business performance may be affected.」
Continues to cite the risks of raw-material supply constraints and price surges. - FY2019RestatedAnnual report
「Some of the raw materials procured by the Group are subject to an unavoidable reduction in sources of supply due to changes in the environment, while others may be subject to procurement constraints because of limited market availability. If procurement of these raw materials is disrupted or their prices surge, the Group's business performance may be affected.」
Continues to cite the possibility that reduced sources of supply, procurement constraints, and price surges for raw materials may affect business performance. - FY2018RestatedAnnual report
「Some of the raw materials procured by the Group are subject to an unavoidable reduction in sources of supply due to changes in the environment, while others may be subject to procurement constraints because of limited market availability. If procurement of these raw materials is disrupted or their prices surge, the Group's business performance may be affected.」
Continues to cite the possibility that reduced sources of supply, procurement constraints, and price surges for raw materials may affect business performance. - FY2017RestatedAnnual report
「Some of the raw materials procured by the Group are subject to an unavoidable reduction in sources of supply due to changes in the environment, while others may be subject to procurement constraints because of limited market availability. If procurement of these raw materials is disrupted or their prices surge, the Group's business performance may be affected.」
Continues to cite the possibility that reduced sources of supply, procurement constraints, and price surges for raw materials may affect business performance. - FY2016First statedAnnual report
「Some of the raw materials procured by the Group are subject to an unavoidable reduction in sources of supply due to changes in the environment, while others may be subject to procurement constraints because of limited market availability. If procurement of these raw materials is disrupted or their prices surge, the Group's business performance may be affected.」
Identifies reduced sources of supply, procurement constraints, and price surges for raw materials such as aluminum scrap.