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Eramet is the French listed critical-minerals major with three structurally distinct operating legs: (1) manganese through COMILOG in Gabon (world's #2 manganese reserves, ~25% of global supply; integrated Moanda mine plus Setrag rail concession) and a Norwegian alloy-smelting arm; (2) nickel through PT Weda Bay Nickel (Indonesia, 38.7% Eramet / 51.3% Tsingshan / 10% Pamco) plus legacy operations at SLN Doniambo in New Caledonia; (3) lithium through the Centenario-Ratones DLE project in Argentina (50/50 with Tsingshan) — Eramet's first lithium carbonate volumes shipped in late 2024.
Group exposure score is 65 including 1 tracked subsidiary — standalone is 68.
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.
10-year manganese ore supply agreement announced 2023-12-19, building on an existing 20-year Eramet-Vibrantz partnership. Ore sourced from Eramet Gabon (COMILOG) feeds Vibrantz's high-purity manganese sulfate (HPMSM) production for EV lithium-ion batteries. Checked 2026-09-09 against Eramet's own press release.
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.
This company sits on the supply side for 6 of its 6 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.
🇮🇩 ID accounts for 37% of severity-weighted pressure.