Chemical Metal Watch: Trade/auto statistics: Optical/cables, copper foil, and oil refining strong

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Chemical Metal Watch: Trade/auto statistics: Optical/cables, copper foil, and oil refining strong

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Chemical Metal Watch

Trade/auto statistics: Optical/cables,

copper foil, and oil refining strong

Industry Overview

29 June 2026

May Japan trade statistics, Thailand trade statistics, and Equity

Toyota Motor data Japan

Implications from the May Japan trade statistics (final), Thailand trade statistics, and Chemicals, Metal & Cables, Trading

Toyota Motor production and sales volumes are as follows. house

Electronic materials: strong optical components/cables, Table of Contents

glass cloth, magnets Electronic Materials 2

Exports of silicon wafers increased MoM for both Shin-Etsu Chemical and SUMCO, but Chemicals 3

showed little change YoY. Export volumes of Nittobo’s glass cloth rose significantly. Oil refining 3

Shin-Etsu Chemical’s magnet export volumes and prices both rose sharply YoY. Steel/Non-ferrous metal 3

Fujikura’s export values for optical connectors and optical cables grew strongly YoY. Production, sales data for Toyota Motor 3

Chemicals and petroleum refining: export prices rose

Takashi Enomoto >>sharply but volumes declined Research Analyst

Overall, petrochemical export prices increased significantly while export volumes fell. BofAS Japan

However, price increases for engineering plastics including polyacetal were relatively +81takashi.enomoto@bofa.com3 6225 8362

modest. Acetate tow prices from South Korea declined to $6.4/kg, suggesting weak Niima Komura >>

contract prices; Daicel’s acetate tow prices are also estimated to have declined similarly. Research Analyst

BofAS Japan

Import volumes of polyethylene and polypropylene resins, as well as polyethylene bags, +81 3 6225 7725