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Doosan Solus — renamed Solus Advanced Materials after SkyLake Investment acquired it from Doosan Group in 2020, though the legacy name is still in wide use — makes electrolytic copper foil, the thin copper film that serves as the anode current collector in lithium-ion EV batteries, plus copper foil for electronics substrates and separate OLED light-emitting/non-emitting materials for displays.
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 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Solus CEO, on record, names Tesla and LG Energy Solution as copper-foil customers; no revenue share, volume, or receiving-plant detail 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 1 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.
No actions in the register have named or swept this company in the last 24 months.