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Sumitomo Chemical (TSE: 4005) is a large-cap Japanese diversified chemicals group operating across four reporting sectors: Essential & Green Materials (synthetic resins, alumina, rubber), ICT & Mobility Solutions (photoresists, compound semiconductor materials, battery separator materials), Agro & Life Solutions (pesticides, feed additives), and Advanced Medical Solutions (including its majority-held Sumitomo Pharma).
Widely held; no controlling shareholder — top 10 holders combined own 37.10%.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Sumitomo Chemical's own 2015-06-10 capacity-expansion release: 'PERVIO(TM) is chiefly mounted on cars through its use in Panasonic's cylindrical lithium-ion secondary batteries.' No volume or share_pct disclosed. Historical relationship -- per this dossier's Nov 2025 restructuring source, Sumitomo Chemical is ceasing PERVIO production at Ohe Works (Niihama) by end of March 2026 and consolidating at its Korean subsidiary SSLM, so this named relationship may not describe current-day production. Re-checked 2026-09-24 (wake-minerals-buyers, step 0.5): 2015-06-10 release still live and quotes the Panasonic sentence verbatim; the 2025-11-13 restructuring release (sumitomo-chem.co.jp/english/news/detail/20251113e.html) still states Ohe Works PERVIO production ceases by end of March 2026 with manufacturing consolidated at subsidiary SSLM Co., Ltd. -- that date has now passed but no completion notice was found, so the shutdown is planned-and-elapsed, not confirmed executed. Row confirmed, no change to the claim.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 1 of its 3 materials — a restriction on those is a tailwind, not a headwind.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.