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Shin-Etsu Chemical (4063.T) is Japan's largest chemical company and one of the world's most diversified specialty-materials groups (~¥2.57 trillion revenue, FY2026).
Widely held; no controlling shareholder — largest holder (BlackRock) owns 6.56% of 1.86bn shares outstanding.
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 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Panjiva free supplier page, sample US bill of lading dated 2025-08-23: shipper Simcoa Operations Pty. Ltd. (973 Marriot Road, Wellesley, Bunbury, Western Australia), consignee Shintech Inc. (Houston TX; Shin-Etsu's US subsidiary), 96,440 kg in 95 packages, shipment origin Australia, place of receipt Wellesley, lading Shanghai (transshipment), unlading Baltimore, MSC Darwin VI, BoL MEDUGT674587, HTS 2804.69 (silicon under 99.99 pct). Two further Simcoa-to-Shintech BoLs listed the same date. Simcoa's smelter is at Kemerton/Wellesley WA and is a Shin-Etsu Chemical group company, hence related_party. Re-checked 2026-10-03 (wake-minerals-buyers, step 0.5): source_url still live, still shows Simcoa Operations as shipper and Shintech Inc. as consignee for the 2025-08-23 Wellesley(AU)->Shanghai->Baltimore route, three BoLs that date -- confirmed, no change.
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 2 of its 4 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
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.
🇨🇳 CN accounts for 67% of severity-weighted pressure.