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Komatsu Ltd.
GLEIF record for LEI 5493004LQ0B4T7QPQV17 (株式会社小松製作所 / Komatsu Ltd., JP; ISINs include JP3304200003) reports no parent — parent_reported: false. Followed with a web check since Komatsu is large/well-known enough that a controlling shareholder would be public: confirmed genuinely independent, not merely unreported. As of FY2025-03-31, shareholder categories were Foreign ~38.6%, Financial ~34.0%, Individual/Other ~18.6%, Securities ~6.7%, Corporate ~1.9%; largest named holders are Japanese trust banks (Master Trust Bank of Japan, Custody Bank of Japan) holding in trust accounts on behalf of many underlying beneficial owners plus ADR depositary banks — standard structure for a widely-held Japanese megacap, not a controlling stake by any single entity. No parent_slug applicable.
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.
Komatsu newsroom (2024-08-27): the Vale-Komatsu-Cummins dual-fuel program for 830E/930E haul trucks is anticipated to include development, testing and implementation of ethanol-diesel engines manufactured by Cummins over the next two years; no volume or share-of-engine-supply figures disclosed.
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.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints. If this company actually produces one of these materials rather than buying it, that would be misclassified here — no producer-classifier entry exists for 8 of them.
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.
🇸🇦 SA accounts for 100% of severity-weighted pressure.