Loading…
Loading…
Anglo American plc (LSE: AAL, HQ: London) is a diversified global miner; this dossier tracks its Sakatti project, a wholly-owned, not-yet-producing copper-nickel-cobalt-PGE deposit near Sodankylä in Finnish Lapland, held through the subsidiary AA Sakatti Mining Oy.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
US CBP bill of lading via ImportGenius importer page (retrieved 2026-09-27): BoL HLCUSCL260656567, arrival 2026-08-04; shipper ANGLO AMERICAN SUR S.A., consignee IXM TRADING LLC; COPPER CATHODES, 200,928 kg gross; Hapag-Lloyd booking out of San Antonio, Chile. Anglo American Sur (50.1% Anglo American) operates Los Bronces and El Soldado in central Chile; IXM Trading LLC is the US arm of IXM (CMOC).
Mitsubishi holds a 40% equity interest in Anglo American Quellaveco S.A. (AAQSA) and, per JBIC's own project-finance press release, 'will offtake the equivalent proportion of the copper ore produced, which it plans to supply to smelters including Japanese ones.' related_party: true because Mitsubishi is simultaneously the 40% JV co-owner of Quellaveco, not an arm's-length third-party buyer -- same structure as the Mercedes-Benz/ACC row in acc.md.
Seller is Anglo American Sur S.A. (Anglo American's 50.1% subsidiary; Los Bronces and El Soldado mines and Chagres smelter, central Chile). Related-party note, transactions table: 'Mitsubishi Corporation / Grupo Accionista / Ventas de cobre 458.984' (MUS$, 2025; 451.296 in 2024). Commitments note: 'Con fecha 24 de agosto de 2012, la Compania celebro un offtake agreement con Inversiones Mineras Nueva Acrux SpA, Mitsubishi Corporation y Anglo American Marketing Limited, a los cuales vende la totalidad de su produccion a traves de empresas relacionadas con estas.' Origin is Chile; the filing does not state where Mitsubishi delivers the copper (Mitsubishi is a trader), so the destination is left open. Distinct from the Quellaveco (Peru) row above.
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.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 982 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Poongsan Corporation FY2025 사업보고서 (DART rcpNo 20260312001327, filed 2026-03-12), section II.3 원재료 및 생산설비, supplier table for subsidiary 'PMX Industries, Inc.' (Poongsan's wholly owned US copper-alloy rolling mill and coin-blank plant, Cedar Rapids, Iowa): '니켈 | 소전 | 14,929 | Vale, Anglo American' (nickel for coin blanks, US$14.9m, suppliers Vale and Anglo American). Anglo American's nickel output in 2025 came only from its Brazilian operations (Barro Alto and Codemin, Goiás); destination is PMX in Iowa.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 5 of its 5 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is coverage-limited.
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.
🇿🇦 ZA accounts for 46% of severity-weighted pressure.