円卓コンフィデンシャル 2024年10月12日 原料争奪戦の裏側…企業の「調達部」から世界が見える
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00:00Hello, everyone from Interconfidential.
00:03Today, we're going to talk about a heavy topic.
00:07Looking at the global economy, we used to say that it's a global economy.
00:12We used to say that we should cooperate and help each other.
00:15But recently, we've been prioritizing our own countries.
00:19And there's been a lot of change in the exchange rate.
00:22The economy is really shaking right now.
00:25Speaking of the economy, I've been doing a little bit of stocks.
00:29I heard that the rebound was amazing, but it's going down a lot.
00:35I wonder if it's okay.
00:36It's repeating right now.
00:37It's being swung around.
00:38My father stopped talking about NVIDIA CUB.
00:42I'd like to bring a little more variation in the conversation between parents and children.
00:46There are more opportunities to get in on the international economic news every day.
00:50Of course, there are various influences at the individual level.
00:55Japanese manufacturers are having a hard time getting raw materials for their products.
01:03It's called the procurement crisis.
01:08Today's theme is the procurement of manufacturing.
01:13That's the theme.
01:16It's a topic that general consumers don't know much about.
01:19Do you know what procurement is?
01:21I don't know.
01:21I'm sure you've heard the word procurement.
01:25That's what the department is all about.
01:29The procurement department of Japanese companies that deal with transactions from all over the world.
01:36From Ukraine and the Middle East.
01:44Even the relationship with foreign countries, including China.
01:49It's influenced by everything.
01:51That's why you can say that you can see the present of the world from the procurement department.
02:01This time, professionals who fight at the forefront of the world are gathering.
02:06It's our responsibility to distribute the sources that are being procured as much as possible.
02:12We're going to use every means available to procure.
02:16It's a procurement to win the competition.
02:18I see.
02:20Businesspersons who don't get along on a daily basis.
02:25Surrounding the procurement department beyond the threshold of one common point.
02:31The world of three meters in diameter.
02:36The true story.
02:39What you see ahead of you is the present of Japan.
02:42Or.
02:46Encountering other companies.
02:54I'm going to ask you specifically what kind of things each company is procuring.
02:57What I'm going to talk about today is raw materials.
03:00I'm going to talk a little bit about the procurement of raw materials.
03:05Thank you for coming to the site today.
03:10Let me introduce you right away.
03:12First of all, it's not just a low-yield commercial.
03:16I'm Koichiro Kasugai, director of raw materials procurement at Teijin, a major chemical manufacturer.
03:23I'm Kasugai from Teijin.
03:24Nice to meet you.
03:25I'm glad you came to the procurement that I usually don't get along with.
03:31I'd like to talk about raw materials today.
03:34Thank you very much.
03:37Teijin, a major chemical manufacturer that deploys various raw materials, such as health care, and other businesses across the country.
03:47Kasugai, who has been in the procurement department for 30 years, is in charge of procurement of raw materials such as natural gas and crude oil.
03:55It supports the foundation of Teijin's manufacturing.
04:00Mr. Akira Kawaguchi is in charge of raw materials procurement at Mitsubishi Material Group.
04:06I'm Akira Kawaguchi.
04:09I'm in charge of raw materials procurement at Mitsubishi Material Group.
04:11We're a metal material manufacturer.
04:13Our parent company is also a metal material manufacturer.
04:15As you just said, there's a lot going on in the world every day.
04:22I'd like you to hear a little bit about that today.
04:26Mitsubishi Material, a major non-ferrous metal manufacturer that deploys metal, copper processing and electronic materials.
04:37Mr. Kawaguchi of the group company that processes metal parts and procures raw materials.
04:45He specializes in metal raw materials and has a 40-year history of procurement.
04:49He is a professional in the industry.
04:52And Mr. Naohiro Nomachi, who is a consultant for procurement and distribution.
04:58Nice to meet you.
05:00I'm Nomachi from Kunie Co., Ltd.
05:03I've been a procurement specialist for over 30 years.
05:13Mr. Nomachi provides consulting and educational programs for companies as a procurement and distribution specialist.
05:21He is said to have taught over 3,000 people.
05:27They are people who are active all over the world.
05:31I feel like they are the most powerful people I've ever met.
05:35I'm looking forward to working with them.
05:40Mr. Nomachi, what kind of work do you do in the procurement department?
05:45Basically, we procure and buy various goods and services.
05:51It's a story about a drama.
05:53It's a story about ordering the wrong number of stocks and causing trouble.
05:57It's a story about procurement and distribution.
06:00It's a story about that mistake.
06:02That's a bad story.
06:04I think that kind of story will come out later.
06:08What is the first and most important part of your job?
06:11Mr. Chiezaki is a reliable supplier.
06:14He chooses the goods.
06:16In addition to that, he is in charge of QCD processing.
06:21Q stands for quality.
06:24C stands for cost.
06:26This is the optimization of cost.
06:28D stands for delivery.
06:30In particular, there are cases where supply is insufficient.
06:34I think that's a very important point.
06:38It's important to buy the right amount of goods at the right time.
06:42It's important to buy high-quality goods as cheaply and stably as possible.
06:49But now, Japanese companies are facing a growth crisis.
06:56The fact is that the number of Japanese companies is declining.
07:01I often say that it's a loss.
07:03I often say that it's a loss.
07:05But when I look at foreign companies, especially Chinese companies,
07:10Japanese companies are not profitable.
07:12They have no future.
07:13And they are troublesome.
07:15There are these three.
07:17Especially troublesome companies are slow to make a decision.
07:21They have to do a lot of processing to make a deal.
07:24Is it easier in other countries?
07:27I don't think it's easy.
07:29But I don't think there is no future.
07:32Especially in 2021 or 2023,
07:35there was a time when semiconductors were insufficient after COVID-19.
07:40In short, there is a shortage of supplies of various things.
07:44This is the cause.
07:46It's the time of the procurement crisis.
07:52In addition to the unstable world situation,
07:55there is a heavy price to pay.
07:58Various things are overlapping,
08:00and the purchasing power of Japanese companies is declining.
08:04It is said that it is now in the process of procurement.
08:08There are many things that are not enough for the global situation.
08:13It seems that there are many difficulties because it is connected to the world.
08:18Mr. Kojima, I understand that procurement is important.
08:22Is there anything you are worried about so far?
08:25I'm working on it, so please continue.
08:28I'm working on it.
08:31Please don't make it too difficult.
08:34Let's ask Mr. Kojima specifically.
08:37Before that, let's move on to the popular corner.
08:41This time, the theme is metal.
08:46What do you think?
08:47Metal?
08:49I'm glad it's still a little wide.
08:51Speaking of metal,
08:54I think gold is representative.
08:57The one with the highest purity of gold is 24 gold.
09:02Why is it 24?
09:04Why?
09:06It's strange, isn't it?
09:08I'm glad you all understand.
09:13Platinum is 1000.
09:16Gold is also 1000.
09:17For some reason, only gold is 24.
09:20When gold began to be traded,
09:25there was no 100% or 1000% ratio.
09:32That's why it was said to be 24.
09:35I see.
09:36There was no 100%.
09:37At that time, it was often 12.
09:41At that time, 24 hours were also born.
09:4624 hours is 24.
09:49So the history of gold is old.
09:54That's great.
09:55That's interesting.
09:56Of course, it was said to be 24 gold.
09:58I didn't know that.
10:00How was it?
10:01I don't know at all.
10:02You don't know, do you?
10:04It's decided.
10:06Let's get back to the theme.
10:09First of all, let's talk about the characteristics of each company.
10:14Let's start with Mr. Kasugai from Teijin.
10:17What do you deal with specifically?
10:20As Mr. Kawaguchi said,
10:23we make oil chemical products.
10:28This is one of the raw materials we buy.
10:31I don't know much about the price.
10:34It's several billion yen.
10:36I see.
10:37Do you buy several billion yen?
10:39Yes, I do.
10:42ENTAC CONFIDENTIAL
10:44Check out the original contents of this program.
11:03Let's start with Mr. Kasugai from Teijin.
11:05What do you deal with specifically?
11:08As Mr. Kawaguchi said,
11:10we make oil chemical products.
11:13This is one of the raw materials we buy.
11:16What's that?
11:17It looks suspicious.
11:18Don't worry.
11:19It's pure white.
11:20What's that?
11:21Please turn it around.
11:22It's fiber.
11:23It's plastic.
11:24Yes, it's plastic fiber.
11:26It's coarse.
11:27Yes, it is.
11:28Don't eat it.
11:30Don't eat it.
11:31It looks coarse.
11:33The size of the grain is not even.
11:36What's this?
11:37It looks hard.
11:39The answer is
11:41bisphenol A, which is a raw material of polycarbonate resin.
11:50I don't know the answer.
11:52Bisphenol A?
11:54Polycarbonate resin is used for car headlights
11:59and windows of bullet trains.
12:03This is bullet train.
12:05It's transparent.
12:06Yes, it is.
12:07Is that so?
12:08Yes.
12:11Bisphenol A is mainly made from oil.
12:16The polycarbonate resin is strong and light.
12:21It's a material for making plastic products.
12:26I don't know where to get it.
12:30I have no idea.
12:31How can I find it?
12:33We buy it from Japanese manufacturers.
12:35We also buy it from China, Korea, and Taiwan.
12:39We buy about 200,000 tons.
12:41200,000 tons?
12:42Every year.
12:43Every year?
12:44Yes, we do.
12:45It's too much.
12:46I don't know.
12:47How much can you buy with 200,000 tons?
12:52I don't know the exact amount.
12:54It's several billion yen.
12:55Wow.
12:56It's that much?
12:57Yes.
12:58It's several billion yen.
13:00Yes, it is.
13:01It's hard to imagine.
13:03It's about 10 large ships.
13:08In total?
13:09Yes.
13:10It's that much?
13:11It's too much to know.
13:13You buy it as a reference.
13:15We make a product called polycarbonate resin.
13:18We give it to customers.
13:20Customers process it.
13:22It becomes a headlamp or a bullet train window.
13:25It's an image of making a raw material.
13:27Yes.
13:28We make it as Kawanaka.
13:30We are a manufacturer of Kawanaka.
13:34I see.
13:35How many types of this are there?
13:38There are some other types.
13:40Another one is...
13:41I don't know.
13:42The shape of the case is strange.
13:44It's a thread called anamidoprotein.
13:47It's our product in a state of thread.
13:50This is what it looks like.
13:51Yes.
13:52I see.
13:54It's like this in the end.
13:56This is a rope to stabilize the ship.
14:00It's very strong.
14:02The pulling strength is 5 to 8 times that of iron.
14:06It's a thread stronger than iron.
14:09It's amazing.
14:11It's so strong.
14:12Yes.
14:13Is there any other purpose other than the ship?
14:15It's also heat-resistant.
14:18It can be used for fire protection.
14:20It can also be used as a bulletproof vest.
14:22It can be used as a bulletproof vest?
14:24Yes.
14:25It was made of powder like that?
14:27Yes.
14:28It's interesting.
14:30And this one.
14:32It's light, hard, and heat-resistant.
14:36It's a carbon fiber.
14:39You've been making bicycle frames lately, right?
14:42Yes.
14:43It can be used as a bicycle frame,
14:47a tennis racket,
14:49a golf club,
14:52a plane,
14:54and a car.
14:57It's made of aluminum with 0.1mm carbon fiber.
15:02Please check the difference in strength.
15:05Aluminum has a flat surface, right?
15:07Yes.
15:08Is it made of aluminum?
15:09Yes, it's made of aluminum with 0.1mm carbon fiber.
15:13It's hard.
15:14Is it 0.1mm?
15:16Yes.
15:17It's so different.
15:19It's amazing.
15:21I see.
15:22There are so many items,
15:24and there are so many places to trade.
15:27How many countries do you trade in?
15:29In terms of the number of countries,
15:32I think it's about two or more.
15:35So you focus on big countries.
15:37Yes.
15:38I think there are many Chinese manufacturers of oil and gas products.
15:43I see.
15:44I learned this from my social studies.
15:46It's hard to go to factories that produce such raw materials
15:52because they are near the mine.
15:59I think it's harder to go to the mine because it's deeper.
16:03For example, in China,
16:05there are many oil refineries along the coast.
16:08Near the coast?
16:09Yes.
16:10There are many refineries.
16:12So I think it's easier for me.
16:17Do you make a long-term contract?
16:20Yes, I try to build a long-term relationship.
16:25The long-term price is stable, but there is a risk.
16:29As you said,
16:30there is a risk of a high price.
16:33If it's true, you can buy as much as you need in the short term.
16:38But if you do that, you may not be able to get it.
16:42In recent years, there is a risk of not being able to get what you want.
16:48So I try to build a long-term contract.
16:53Especially in the economic situation,
16:55China and India are developing rapidly.
16:57It's hard to predict the future.
16:58It's difficult.
17:00Next, Mr. Kawaguchi,
17:01what kind of raw material do you use?
17:04This is tungsten ore.
17:07It looks heavy.
17:08I brought it today.
17:10Tungsten is heavy and hard.
17:12The weight is almost the same as gold.
17:14It's very heavy.
17:16It's very heavy.
17:18What do you use it for?
17:20This is the powder of our raw material.
17:23We extract various things from the ore.
17:26It's made of metal powder or carbon powder.
17:32When it's baked, it's called a hardening tool.
17:37Is that so?
17:39I think it's related to what Mr. Kasugaya said earlier.
17:42For example, we use carbon fiber for airplanes.
17:47We make a hole in it and connect it with a bit or a drill.
17:52We also use tungsten to make a larger drill that digs out the stone from the mine.
17:59It's hard and sturdy.
18:02It's light and strong.
18:04We are heavy and hard.
18:06It's the opposite.
18:07It's strong.
18:08Is that what it looks like?
18:10That's right.
18:11We break it into small pieces and make it into powder.
18:14Are there not many domestic products?
18:17If it's powder, we produce it domestically.
18:22The more it hardens, the higher the proportion of foreign products.
18:26Like this stone?
18:27It's almost 100%.
18:29The number of production, storage, and consumption is the number one in the world.
18:35China is the number one.
18:37Why is China so strong?
18:40We process natural resources in a state that can be used.
18:45We have a process called refining.
18:48The refining process uses water, chemicals, and electricity.
18:53We use a lot of things.
18:55If it's not a country with competitive costs, it's hard to do business like that.
19:01You may be buried in various countries.
19:04But you know how to take it out and use it.
19:07Is China the only country with high costs?
19:10It's similar.
19:11It's the same with rare earths.
19:13There are resources all over the world, but it's hard to process them.
19:17China is cheap in terms of economic scale.
19:21In China, there is a risk that the situation will not be stable.
19:26It's the relationship between countries.
19:28If that goes wrong, it's hard to negotiate with private companies.
19:34There are a lot of things that can't be discussed.
19:36Have you ever been in trouble?
19:38Yes.
19:39When there was a war between Japan and China,
19:43we couldn't get the raw materials for natural resources for a while.
19:48What kind of wall can you build if you can't get it?
19:53It's called QCD.
19:55It's the delivery of D.
19:57If it's a traditional contract,
19:59you can get it in a month or two.
20:02If it's three or four months,
20:05the lead time will increase.
20:08It's difficult.
20:09As a country, it's not like China won't sell it to Japan.
20:14You have to be careful about this.
20:17You need to investigate this.
20:18As you say a lot of things, it gets longer and longer.
20:21It's a little bit of accumulation.
20:23That's right.
20:24If you don't get it in Japan, you can't make it.
20:27There's no raw material.
20:30So you can't say you stopped buying from China.
20:33That's right.
20:34It's not easy.
20:36It's not that easy.
20:37How do you match the risks?
20:39One thing we're trying to do is to distribute the sources we're getting.
20:44We don't want to focus on a specific country.
20:47And in Japan...
20:48We don't want to focus on a specific country.
20:51We don't want to focus on a specific country.
20:54We don't want to focus on a specific country.
21:07How do you match the risks?
21:09One thing we're trying to do is to distribute the sources we're getting.
21:14We don't want to focus on a specific country.
21:17And we want to recycle them in Japan.
21:20We want to circulate them.
21:21That's what we're trying to do now.
21:23You can recycle?
21:25It's the same as this?
21:27That's the principle.
21:28Is that so?
21:29How much is the ratio of recycled and non-recycled materials?
21:34In our case, it's about 40 to 50%.
21:40That's a lot.
21:41That's a lot.
21:43One thing we're trying to do is to distribute the sources we're getting.
21:47We don't want to focus on a specific country.
21:49And we want to recycle them in Japan.
21:52We want to circulate them.
21:55The heated discussion continues with Teletubbies.
22:01We're competing to win.
22:03The competition to win against rivals.
22:06What are the strategies to win?
22:08How can we utilize the products of the manufacturers we haven't used before?
22:12We have to make the suppliers our own fans.
22:15And there's a shocking episode.
22:17We're going to win a lot of money.
22:20That's what we're trying to do in Japan.
22:22We're going to win a lot of money.
22:25And what is the future they're aiming for?
22:28We're looking for sales, planning, and a good sense.
22:34The original contents of this program will be distributed by Teletubbies.
22:40This program is brought to you by Teletubbies and Tver.
22:47This is sudden, but do you know what age is the lowest point of happiness?
22:54The answer is...
22:5647.2 years old.
22:59This is the lowest point of happiness for a 50-year-old woman.
23:05When I don't have a job, I can't find a job.
23:10I can't find a job.
23:12I have to take care of my parents, and I'm going to be old soon.
23:16I'm still working, but I don't think I can make it.
23:22Are you going to change jobs?
23:24Are you going to work?
23:25Are you going to work after retirement?
23:28Are you going to live as a hobby?
23:30It's a 100-year-old life.
23:34A new program for adults who are worried.
23:39I think it's time for women to waver.
23:43I think they're afraid of an unpredictable future.
23:46I think they have no choice but to think that it will happen.
23:50Together with various guests, we will explore how to live from the age of 47.
23:55It's still a long time in the 100-year-old life.
23:58But if you think about the time you can work well, you should do what you want to do.
24:06A career from the age of 47 to send to adults who are worried.
24:10Delivering on Teletubbies.
24:12Delivering on Teletubbies.
24:15Next time, how to walk on the earth with a reliable guidebook.
24:19How to walk as a business person collaborated with a city expert, Teletubbies.
24:25There is a lot of information that can be useful in business scenes such as business trips.