Ukraine-Russia war affects import of Russian synthetic rubber into Japan. It causes operation stop of Japanese tire and rubber factories in Russia, also cost increase of rubber raw materials and shortage of carbon black in EU.
China risk by U.S.-China conflict may cause potential supply chain risk of rubber chemicals in the world rubber industry. There are more than 400 operation sites of Japanese rubber related companies in China. It should be considered that what risk are there in case U.S.-China conflict becomes worse.