Itochu Enex (8133) · RiskMaterialised
AdBlue supply constraints due to a urea shortage
First written in FY2022-Q3. 1 of 2 entries say "Materialised", first in FY2022. Latest entry: FY2022.
2entries
1years
0from disclosures
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AdBlue supply constraints due to a urea shortageA theme 1 companies write about · 1 as a headwind · 0 as a tailwind
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Full recordFilings, disclosures and news, newest first
- FY2022MaterialisedAnnual report
「In the AdBlue® sales business, which the company operates as an environmental-impact reduction business, the operating environment became challenging due to urea shortages in Japan and overseas. The company nevertheless made maximum use of its own supply bases nationwide, including the Saitama AdBlue plant established during the current fiscal year, to maintain stable supplies to existing customers.」
Urea shortages in Japan and overseas were described as an actual challenging supply environment rather than merely a concern, and the company is using its own supply bases, including the Saitama plant, to maintain stable supplies to existing customers. - FY2022-Q3First statedAnnual report
「Although concerns have arisen over urea shortages in Japan and overseas,」
The AdBlue sales business explicitly raised concerns over urea shortages in Japan and overseas for the first time. However, as of the quarter-end, the company stated that it had worked to maintain stable supplies to existing customers and did not report any actual supply constraints.