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Ferroglobe PLC (NASDAQ: GSM) is one of the largest Western (ex-China) producers of silicon metal and silicon- and manganese-based specialty alloys, serving the steel, aluminium, chemicals, and solar/silicones industries, with a growing push into silicon anode materials for EV batteries.
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.
Ferroglobe FY2025 20-F: largest customer, 12.3% of sales in 2025 (16.8% in 2024, 17.0% in 2023) -- disclosed each year as a distinct XBRL-tagged customer-concentration line (DowSiliconesCorporationMember).
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 2 of its 2 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced 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 100% of severity-weighted pressure.