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China Steel Corporation (TWSE: 2002) is Taiwan's largest steelmaker, founded in December 1971 and built around the integrated works at Kaohsiung, with annual crude steel capacity of about 10 million tonnes.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 4 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
China Steel FY2024 annual report (TWSE file 2024_2002_20250619F04.pdf, p.178), section 八、重要契約 (一)中鋼, purchase contract (採購契約): 'Vale S. A. (巴西) 112.04.01~115.03.31 鐵礦'. Vale is shown as (巴西) Brazil; buyer is China Steel Kaohsiung works. Term contract in force; no tonnage or value stated.
China Steel FY2024 annual report (TWSE file 2024_2002_20250619F04.pdf, p.178), section 八、重要契約 (一)中鋼, purchase contract (採購契約): 'Hamersley Iron Pty. Ltd. (澳洲) 111.04.01~114.03.31 鐵礦'. Hamersley Iron is Rio Tinto's Pilbara iron-ore subsidiary, shown as (澳洲) Australia; buyer is China Steel Kaohsiung works. Term contract in force; no tonnage or value stated.
China Steel FY2024 annual report (TWSE file 2024_2002_20250619F04.pdf, p.178), section 八、重要契約 (一)中鋼, purchase contract (採購契約): 'BHP Billiton Marketing AG (澳洲) 110.04.01~113.03.31, renewed 113.04.01~114.03.31 鐵礦'. BHP's marketing arm is registered in Switzerland but the report gives the supply country as (澳洲) Australia; buyer is China Steel Kaohsiung works. Term contract in force; no tonnage or value stated.
Sumitomo Corporation's own case-study page on the Sakura Ferroalloys JV (Assmang 54.36%, Sumitomo Corporation 26.64%, China Steel 19%): 'Manganese ore mined by Assmang is transported to Malaysia to be refined at the Sakura Ferroalloys plant... the majority of the ferroalloys produced at the plant sold internationally by Assmang and Sumitomo Corporation and a portion consumed by China Steel.' Assmang is African Rainbow Minerals' 50%-JV manganese-ore mining vehicle (with Assore). related_party: true because ARM/Assmang co-owns the Sakura JV that China Steel also owns a stake in. No volume/share disclosed; flow omitted because ore is smelted into alloy in Malaysia before a portion reaches China Steel (Taiwan), not shipped ZA-TW directly.
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: 1004 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.
Sumitomo Corporation's own case-study page on the Sakura Ferroalloys JV (Assmang 54.36%, Sumitomo Corporation 26.64%, China Steel 19%): 'Manganese ore mined by Assmang is transported to Malaysia to be refined at the Sakura Ferroalloys plant... the majority of the ferroalloys produced at the plant sold internationally by Assmang and Sumitomo Corporation and a portion consumed by China Steel.' China Steel Corporation's own dossier does not carry a manganese material_exposure entry. related_party: true because China Steel also holds an equity stake in the Sakura JV. No volume/share disclosed; flow omitted because ore is smelted into alloy in Malaysia before a portion reaches China Steel (Taiwan), not shipped ZA-TW directly.
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.
🇺🇸 US accounts for 50% of severity-weighted pressure.