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SHIN-ETSU PULLS ANNUAL FORECAST ON MIDDLE EAST TURMOIL

INDUSTRY DESK1 MIN READ
SAT, JUL 4, 2026

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Shin-Etsu Chemical has withheld its full-year financial guidance, citing supply disruptions and price volatility tied to the Iran war. The chemical manufacturer cited constraints in raw material availability and market uncertainty.

Shin-Etsu Chemical Co. declined to issue its full-year outlook as geopolitical tensions in the Middle East create operational headwinds. The company pointed to supply chain constraints and commodity price fluctuations stemming from the regional conflict as key factors limiting forecast visibility. The move reflects broader vulnerabilities in global chemical supply chains, where Middle East production and shipping routes remain critical. Price pressures on petrochemicals and rare materials have intensified amid the conflict, complicating margin projections. Shin-Etsu, a major producer of semiconductors, chemicals, and materials, typically provides annual guidance to investors. The decision to withhold forecasts signals management's inability to model near-term business conditions with sufficient confidence. The company did not specify a timeline for reinstating guidance. Other manufacturers have reported similar supply challenges in recent months as Middle East instability persists.

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Bloomberg Tech

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