Global Supply Constraints, Inflation and Surging International Commodity Prices
First written in FY2022-Q2. 9 of 16 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-08-07.
Rix moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 23 of 34 companies on the "Worse" side.
35 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedEarnings
「The effects of worsening conditions in the Middle East brought issues including soaring resource and raw material prices to the fore, and economic conditions varied among demand sectors.」
Soaring resource and raw material prices associated with worsening conditions in the Middle East emerged as a significant issue. - FY2026WorsenedAnnual report
「During the consolidated fiscal year, the global economy saw downward pressure on consumer spending in the United States, partly due to the impact of tariff policies, although investment in the active AI-related sector was evident. In Europe, external demand in manufacturing declined, while domestic demand remained firm. In China, the impact of the sluggish property market continued. Business conditions varied by region and demand segment, while uncertainty over the outlook persisted amid the worsening situation in the Middle East.」
While AI investment has been buoyant and domestic demand has remained firm in some regions, uncertainty in manufacturing and the demand environment has been identified due to tariff policy, conditions in China's property market and the worsening situation in the Middle East. - 2026-05-15WorsenedEarnings
「The outlook is extremely difficult to predict due to the impact of soaring resource prices amid continuing tensions in the Middle East, in addition to rising prices and interest-rate trends.」
In addition to previous tariff policies and differences in economic conditions by region, the company indicated heightened uncertainty due to continuing tensions in the Middle East and soaring resource prices. - FY2026-H1WorsenedAnnual report
「In the United States, manufacturing capital investment showed signs of weakening, partly due to the impact of tariff policies. In Europe, external demand in manufacturing declined, while domestic demand remained firm. In China, domestic demand declined under the impact of the sluggish property market, although external demand showed signs of recovery. Business conditions therefore varied by region and demand segment.」
Uncertainty by region and demand segment has continued, as the effects of tariff policy on U.S. manufacturing investment, declining external demand in Europe and sluggish domestic demand due to the downturn in China's property market have taken concrete form. - FY2025Uncertainty in manufacturing due to exchange rates, raw material prices and tariff policiesAnnual report
「The number of visitors to Japan continued to reach record highs, and the services sector remained firm. Manufacturing, however, was affected by exchange-rate fluctuations, surging raw material prices and developments in U.S. tariff policy, leaving the outlook uncertain.」
While the services sector remained firm, the manufacturing sector faced an uncertain outlook due to exchange-rate fluctuations, surging raw material prices and developments in U.S. tariff policy. - FY2025-H1SoftenedAnnual report
「During the interim consolidated accounting period under review, global high inflation showed signs of stabilizing.」
Although high inflation continued, the disclosure changed to indicate signs of stabilization, partially softening the risk wording from the previous period's concerns about economic slowdown and high inflation. - FY2024SoftenedAnnual report
「During the consolidated fiscal year under review, global inflation remained high, although there were signs that it was slowing, and the economy continued to slow, partly due to a pause in personal consumption in the services sector.」
Although high inflation continued, signs of moderation were reported, partially softening the risk wording compared with the previous period's prolonged price increases and surging energy prices. - FY2024-Q3WorsenedAnnual report
「During the cumulative consolidated third quarter under review, demand in the services sector driven by the recovery in personal consumption leveled off and the economy slowed. Manufacturing conditions also remained weak, partly due to continued high global inflation.」
The end of the services-sector demand recovery, economic slowdown, continued high inflation and weak manufacturing conditions were identified, indicating heightened global economic risks including supply constraints and inflation. - FY2024-Q2RestatedAnnual report
「During the cumulative consolidated second quarter under review, demand in the services sector expanded as personal consumption recovered, but manufacturing conditions remained weak due to continued high global inflation and lower demand resulting from the economic slowdown.」
While high global inflation and weak manufacturing conditions have continued, recovery in demand in the services sector has been reported. - FY2024-Q1RestatedAnnual report
「During the cumulative consolidated first quarter under review, manufacturing conditions remained weak due to continued high global inflation, although demand in the services sector was recovering.」
While high global inflation and weak manufacturing conditions have continued, demand in the services sector is showing signs of recovery. - FY2023RestatedAnnual report
「During the consolidated fiscal year under review, the global economy remained subject to high inflation, and economic stagnation was observed due to surging energy prices, particularly in Western Europe.」
Economic stagnation caused by high inflation and surging energy prices has continued, maintaining recognition of risks related to supply constraints, inflation and international commodity prices. - FY2023-Q3WorsenedAnnual report
「During the nine-month period ended in the third quarter, uncertainty over the outlook persisted because high inflation remained prolonged, energy prices rose, particularly in Western Europe, and other impediments to economic activity remained, in addition to the prolonged Russian invasion of Ukraine.」
The prolonged period of high inflation, surging energy prices and the protracted invasion of Ukraine were identified, indicating that risks related to supply constraints, inflation and international commodity prices continue. - FY2023-Q2WorsenedAnnual report
「During the cumulative consolidated second quarter under review, the global economy slowed as the recovery lost momentum due to persistently high inflation rates, monetary tightening in various countries and the effects of the Ukraine crisis.」
Persistently high inflation rates, monetary tightening in various countries and the Ukraine crisis were identified as factors slowing the economic recovery, indicating that inflation and geopolitical risks are continuing and expanding. - FY2023-Q1WorsenedAnnual report
「Inflation progressed as prices for raw materials, energy and food rose amid the situation involving Russia and Ukraine. Although the Japanese economy showed signs of recovery, particularly in the services sector, the global situation, the weaker yen and increases in import prices and prices for goods and materials left companies concerned about the outlook.」
In addition to the existing supply constraints and price increases, the situation involving Russia and Ukraine, the weaker yen, and surging import and materials prices were newly identified, broadening inflation and cost-increase risks. - FY2022-Q3WorsenedAnnual report
「During the cumulative consolidated third quarter under review, the global economy saw increasingly pronounced price increases caused by shortages of supplies and labor, slowing the pace of economic recovery.」
In addition to supply shortages, labor shortages and price increases became more pronounced, and the pace of economic recovery slowed, giving concrete form to supply constraint and inflation risks. - FY2022-Q2First statedAnnual report
「The renewed spread of COVID-19 caused supply constraints, slowing the pace of economic recovery. There are also concerns about a vicious cycle in which supply constraints cause inflation and inflation dampens consumption. Although moves by Japanese companies to resume capital investment supported the recovery of the Japanese economy, concerns about the effects of global supply constraints and surging international commodity prices, including crude oil, have created uncertainty about the outlook.」
Actual supply constraints emerged, with inflation, adverse effects on consumption and surging international commodity prices, including crude oil, identified as new concerns in the economic environment.