International Logistics Disruption Risk from Semiconductor Shortages, Supply Chain Disruptions and Container Shortages

「The overseas economy is expected to continue to be affected by higher energy-related prices and impacts on international logistics resulting from heightened tensions in the Middle East, as well as by US tariffs.」

「Although concerns that higher raw material and energy prices and lost opportunities due to labor shortages in the construction and logistics industries would weigh on the economy remained, the economy continued on a moderate recovery trend, supported by sustained inbound demand and the easing of supply constraints for semiconductors and other products.」

「Although concerns that higher raw material and energy prices and lost opportunities due to labor shortages in the construction and logistics industries would weigh on the economy remained, the economy continued on a moderate recovery trend, supported by sustained inbound demand and the easing of supply constraints for semiconductors and other products.」

「Although rising raw material, energy and other prices raised concerns about downward pressure on Japan’s economy during the second quarter of the current consolidated cumulative period, the economy continued on a gradual recovery track, supported by a recovery in inbound demand against the backdrop of the weak yen and the easing of supply constraints on semiconductors and other products.」

「The company worked to increase production capacity in response to the sharp increase in orders in regions where infrastructure and urban development are accelerating, while also seeking to minimize the impact of worsening procurement conditions.」

「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

「The global economy remained in an uncertain state due to disruptions in logistics caused by lockdowns in various parts of China and the prolonged Russia-Ukraine situation, soaring energy prices and maritime transportation costs, and fluctuations in foreign exchange rates caused by a sharp depreciation of the yen.」

「During the first quarter of the current consolidated cumulative period (1 April 2022 to 30 June 2022), Japan’s economy was moving toward normalization of economic and social activity as restrictions related to COVID-19 were eased, but continued shortages and soaring prices of raw materials, particularly semiconductors, exerted downward pressure. The global economy continued to face an uncertain outlook due to logistics disruptions caused by lockdowns in certain regions and the prolonged situation between Russia and Ukraine, soaring energy prices and ocean freight costs, and exchange-rate volatility resulting from the rapid depreciation of the yen.」

「Concerns remained over the impact of shortages and soaring prices of raw materials, among other factors. The global economy continued to face an uncertain outlook. Although the economic recovery accelerated, particularly in developed countries, as vaccination rates increased, supply chains continued to be affected by disruptions to international logistics caused by container shortages and reduced factory operations due to COVID-19 infections.」

「The global economy continued to face an uncertain outlook. Although the economic recovery accelerated, particularly in developed countries, as vaccination rates increased, the spread of COVID-19 in emerging economies and elsewhere continued to affect supply chains, while container shortages caused disruptions to international logistics.」