Komori
Ef-On (9514) · RiskMitigated

Risk of supply disruption and price increases for wood biomass fuel

First written in FY2016. 16 of 30 entries say "Restated". Latest entry: FY2026.

30entries
11years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2021-Q3WorsenedFY2022-Q1 – FY2023-Q12016: 22017: 220172018: 320182019: 320192020: 220202021: 320212022: 420222023: 120232024: 220242025: 220252026: 62026
Same theme, other companies
Commodity Price and Supply-Demand Fluctuations for Biofuels, Feed and FertilizerA theme 9 companies write about · 11 as a headwind · 0 as a tailwind

3 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Although conditions concerning fuel procurement for the エフオン新宮 Power Plant remain difficult, both net sales and operating profit increased from the previous fiscal year, and results have improved to a certain extent.」

    States that although difficulty procuring fuel at Shingu Power Plant has continued, revenue and operating profit increased year on year, indicating some improvement in performance.
  2. FY2026-H1WorsenedAnnual report

    「Fuel procurement at エフオン Shingu Power Plant remains unstable.」

    Regarding woody biomass fuel supply risk, states that difficulty procuring fuel at Shingu Power Plant has continued, resulting in operations involving output curtailment.
  3. FY2025MaterialisedAnnual report

    「エフオン Shingu Power Plant is struggling to procure fuel from nearby sources and is working to improve combustion efficiency.」

    Regarding woody biomass fuel supply and price risk, difficulty procuring fuel from nearby sources has actually occurred at Shingu Power Plant, requiring measures to improve combustion efficiency.
  4. FY2025-H1WorsenedAnnual report

    「エフオン Shingu Power Plant is struggling to procure fuel from nearby sources and is working to improve combustion efficiency.」

    Regarding woody biomass fuel supply risk, states that Shingu Power Plant is struggling to procure fuel from nearby sources and is working to improve combustion efficiency.
  5. FY2024-Q3RestatedAnnual report

    「Regarding procurement of wood-chip fuel, procurement remains difficult because the moisture content of logs in distribution remains high and procurement prices have increased.」

    Difficulty procuring wood-chip fuel continues because logs have high moisture content and procurement prices have increased.
  6. FY2024-Q2RestatedAnnual report

    「Regarding procurement of wood-chip fuel, procurement remains difficult because the moisture content of logs in distribution remains high and procurement prices have increased.」

    Difficulty procuring fuel continues because log moisture content remains high and procurement prices have increased.
  7. FY2024-Q1RestatedAnnual report

    「Regarding procurement of wood-chip fuel, the decline in the volume of logs available for chipping, which has continued as a result of surging timber prices, together with higher procurement prices, means that procurement remains difficult.」

    Difficulty procuring wood-chip fuel continues because of lower log distribution volumes and higher procurement prices.
  8. FY2023-Q1WorsenedAnnual report

    「The procurement of wood-chip fuel remained difficult because the volume of logs available for chipping continued to decline owing to soaring timber prices, while procurement prices were also trending higher.」

    States that surging timber prices, lower log distribution volumes and higher procurement prices continue to make woody chip fuel difficult to procure.
  9. FY2022WorsenedAnnual report

    「Soaring timber prices have continued since the beginning of the fiscal year, while the deterioration in log distribution conditions has spread nationwide, resulting in an ongoing situation in which fuel procurement has put pressure on the group's earnings.」

    Regarding woody biomass fuel price and supply risk, surging market prices and deteriorating log distribution conditions have become nationwide issues, and earnings continue to be pressured by fuel procurement.
  10. FY2022-Q3WorsenedAnnual report

    「Soaring timber prices have continued since the beginning of the fiscal year, while the deterioration in log distribution conditions has spread nationwide, resulting in an ongoing situation in which fuel procurement has put pressure on the group's earnings.」

    Regarding woody biomass fuel price and supply risk, surging timber prices and deteriorating log distribution conditions have spread nationwide, and earnings continue to be pressured by fuel procurement.
  11. FY2022-Q2MaterialisedAnnual report

    「In addition, fuel costs have increased because higher timber prices have worsened procurement conditions for logs and raised the price of unused wood chips.」

    Surging timber prices, deteriorating log procurement conditions and higher prices for unused wood chips have actually translated into higher fuel costs.
  12. FY2022-Q1MaterialisedAnnual report

    「Against a backdrop of surging timber prices, the company actively procured wood-chip fuel, but was unable to secure high-quality fuel, resulting in higher fuel procurement costs.」

    States that higher fuel procurement costs actually materialized against a backdrop of surging timber prices.
  13. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  15. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  16. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  17. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  18. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  19. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  20. FY2018RestatedAnnual report

    「If supplies of wood biomass fuel from fuel manufacturers are interrupted because of an unforeseen event such as a natural disaster, or if fuel prices remain elevated or rise sharply, the Group's results may be affected.」

    Continues to disclose the risks of supply interruptions and price spikes for woody biomass fuel.
  21. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  22. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  23. FY2017-Q3MitigatedAnnual report

    「Profit increased significantly because fuel for raw materials was procured at stable prices.」

    States that fuel was procured at stable prices during the cumulative period under review, indicating that the price-related risk from surging fuel prices had eased. It does not state that the risk of supply interruptions had disappeared.
  24. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  25. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    Concludes that there have been no material changes regarding the risk of supply interruptions or price spikes for woody biomass fuel.
  26. FY2016First statedAnnual report

    「If supplies of wood biomass fuel from fuel manufacturers are interrupted because of an unforeseen event such as a natural disaster, or if fuel prices remain elevated or rise sharply, the Group's results may be affected.」

    The Company identifies the continuity of supply from fuel manufacturers and fuel prices as risks that may affect results.
Moved together

"Revenue decline and operating loss in the energy-efficiency support services business" moved the same way as this thread, in the same document, in 9 of its 30 moves.

988877★123456
  1. ★This thread
  2. 1Revenue decline and operating loss in the energy-efficiency support services business9×
  3. 2Maintaining high utilization at 3 existing wood biomass power plants and securing a sound financial base8×
  4. 3Risk to the stable operation of power-generation facilities8×
  5. 4Substantial growth in consolidated revenue and earnings led by the power-generation business8×
  6. 5Development of a wood biomass fuel supply infrastructure7×
  7. 6Advancing operations, facility maintenance and fuel management7×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Ef-On's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-08-29: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of supply disruption and price increases for wood biomass fuel | EF-ON INC. (9514) | Komori