Green forest fire notification in Thailand

Supply-chain Risk Briefing: Thailand Forest Fires

1) Summary Forest fires that began in Thailand on April 7th have continued for approximately one week until the 13th, generating medium-level risks. Fires within Thailand, a major Southeast Asian manufacturing hub, raise concerns about potential impacts on regional supply chains and logistics networks.

2) Supply-chain impact

• Agricultural raw materials: Potential supply disruptions if production areas for Thailand's major exports such as rice, cassava, and palm oil are located near fire zones
• Manufacturing production: Risk of temporary shutdowns at automotive and electronic component manufacturing plants in Thailand due to deteriorating air quality
• Logistics infrastructure: Potential road and rail transport delays and aviation schedule changes due to smoke and reduced visibility
• Rubber supply: Given Thailand's position as the world's largest natural rubber producer, damage to rubber plantations could increase global rubber price volatility

3) Watch points

• Need to assess actual supply-chain impacts through fire suppression completion timing and quantified damage assessment
• Monitor air quality indices and factory operation rates in Thailand's major industrial complexes (Bangkok, Chonburi, Rayong, etc.)
• Track trends in production shifts or alternative sourcing to neighboring countries (Malaysia, Vietnam, etc.)