Background (Date: November, 2017):
Connect Chemicals, the world’s largest supplier of leuco dye chemical to make thermal paper, was shut down by China government due to environment reasons in September, 2017. China launched strict environment inspection from 2016. The government closed polluting factories, mines and processing facilities. For paper industry, they eliminated backward and excess capacity and shut down many small paper factories.
Thermal paper supply is not adequate to the demand. Thermal paper distributors have been told that, thermal paper is under allocation at present according to assuming quantity in the previous year. Look at the announcements by thermal paper suppliers: