Risk to Resin and Chemical Raw Materials from Middle East Conditions and Transport Constraints
First written in FY2026. 1 of 2 entries say "Materialised", first in 2026-08-05. Latest entry: 2026-08-05.
Inabata & 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 2022: 22 of 37 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- 2026-08-05MaterialisedEarnings
「The deterioration in the situation in the Middle East had a positive effect on our performance, particularly in the Synthetic Resins Business, which handles resins in general, and the Chemicals Business, which handles chemical raw materials. Selling prices rose and volumes also increased. However, some customers appear to have moved to secure inventories, and we believe there is concern that a backlash may occur from the second quarter onward.」
The deterioration in the situation in the Middle East actually affected performance through raw-material prices and sales volumes, with both a positive effect and concern about a subsequent reversal from the second quarter onward disclosed. - FY2026First statedAnnual report
「とりわけ中東情勢については、ナフサ由来の樹脂や化学品原料を取り扱う当社グループは、大きな影響を受ける可能性があります。」
中東情勢、石油精製施設等の被害、海峡封鎖などが、ナフサ由来の樹脂・化学品原料や輸送に影響する可能性を新たなリスクとして明示した。