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CATL (300750.S
3 other tracked dossiers name 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: 1002 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.
Lygend FY2025 results (MD&A, customer base): 'the nickel-cobalt compounds produced by the Company's hydrometallurgy projects' (the Obi Island HPAL, Halmahera, Indonesia) are sold under 'long-term supply agreements with ... subsidiaries of CATL (Hunan Bangpu, Ningde Bangpu and Ningbo Bangpu), Rongbay Technology and GEM'; 'In 2025, the hydrometallurgical projects ... were operated at full capacity'. Origin = Obi Island, Indonesia; destination = the Bangpu (Brunp) recycling/precursor plants in Hunan, Fujian (Ningde) and Zhejiang (Ningbo), China; the same filing reports ~85% of revenue by shipment destination as Chinese mainland.
Battery-cell supplier for the Porsche Macan EV (NMC 811 prismatic cells). Not itemized as a named supplier in Porsche's own annual/sustainability report found in this pass -- sourced to industry press (electrek.co, carnewschina.com).
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.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed 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.
🇮🇩 ID accounts for 33% of severity-weighted pressure.