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Tsunami To Crimp Toner Supplies?
Posted by Lamont Wood Mar 28, 2011 06:30 PM

In the short term, yes, but in the long term things will probably sort themselves out, predicts economist's blog.



Amidst all the other bad news out of Japan after the recent earthquake and tsunami, now it appears that toner may get scarce, at least for a while.
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A Forbes blog notes that Barclays Capital is predicting that Canon and Fujitsu Xerox may soon face shortages of toner material due to the disaster. Meanwhile, Canon makes the HP laser printer engines, and Xerox's engines come from Fujitsu Xerox.

Since they need toner to ship new engines, production of printers may have to ramp down in the next quarter, regardless of where the other components come from, or are assembled, the blog warned.

Beyond that time frame, though, things should sort themselves out, as other sources are found, the blog indicated. And, there's inventory in the channel that could take up the slack
Hi Art,
Hope below help you understand the situation. This information came from industry analysts.

OEMs
Canon: Some plants are still not operational. They are facing serious shortage of Polyester from Kao. Biggest damage for MFP production is aspheric lens production at Utsunomiya plant. This is a key component for their MFPs, and recovery may take months.

Tohoku Ricoh: Some of the facilities restarted operation, but not for chemical toner. Also finisher (for MFP/POD) assembly lines are heavily damaged. It may have bigger impact on Ricoh’s production.

Ricoh: has been affected from rolling blackout, especially for chemical toner.

Fuji Xerox: no direct damage. May be affected by Polyester resin shortage as well as rolling blackout.

Binder maker
Kao: Kashima plant is heavily damaged. Their operation including Polyester resin won’t be back until early May. This may cause serious supply shortage to major OEMs.

Sanyo Chemical: Their Kashima plant is also damaged, but they will resume resin manufacturing operation in early April.

Mitsui Chemical: Not damaged, but they are increasing binder resin (St-Ac) price more than 10%!

Independent toner manufacture
Both Tomoegawa and IMEX are located in western part of Japan, and were not damaged by earthquake nor affected by rolling blackout. They are in good condition, and are seeing increased orders.
Fukushima Evacuees to Return to Exclusion Zone to Check Property
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print this storyorder a reprintsuggest a storydigg thissave to del.icio.usSept. 16 (Bloomberg) -- About 20,000 families from the exclusion zone around Japan's wrecked Fukushima nuclear plant will be allowed to return to their homes from Sept. 19 to collect belongings and check their properties.

They will be permitted to return in their own cars for the first time, said Masato Kino, spokesman at the Emergency Response Headquarters in Fukushima prefecture. In previous visits residents were taken on buses under tight restrictions.

“A majority of evacuees have said they want to return by their own means,” Kino said.

They will be returning to the 20-kilometer (12-mile) exclusion band around the Tokyo Electric Power Co.'s crippled nuclear power plant, parts of which are highly contaminated. The Fukushima Dai-Ichi plant has been spewing radiation since the March 11 earthquake and tsunami caused three reactor meltdowns.

Returnees will be required to go in pairs for a four-hour visit, said Hiroyuki Wada, a national government official involved in the response to the crisis. Tokyo Electric will provide equipment including dosimeters and protective garments at two checkpoints that will be opened for the trips.

Cars will have transceivers attached before they enter so their movements can be monitored.

In the first week, 700 cars will be allowed to enter the zone, Kino said. They will be decontaminated at the boundary of the zone.

About 78,000 people in 26,600 households lived in the 20- kilometer exclusion area before the disaster, said Satoshi Ohsumi, an official in the Emergency Response Center of Japan's Nuclear and Industrial Safety Agency. Residents who lived within three kilometers of the plant won't be allowed to return, Ohsumi said.

--Editor: Aaron Sheldrick

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