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PJSC MMC Norilsk Nickel ("Nornickel," ticker GMKN on MOEX) is Russia's largest mining and metallurgical company and, by its own account, the world's largest producer of high-grade nickel and of palladium.
Group exposure score is 60 including 1 tracked subsidiary — standalone is 59.
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.
US import bills of lading dated 2024-09-05: shipper NORILSK NICKEL HARJAVALTA OY (Harjavalta refinery, Finland, wholly owned by Nornickel); consignee TMP METALS GROUP, LTD., Norfolk, Virginia; cargo nickel cathodes 74,880 kg (KWLD48130085685), nickel briquettes 120,901 kg (KWLD48130086947), plus off-grade cathodes, cathode off-cuts and nickel sulphate the same day; earlier 2024-08-14 bills (briquettes 72,540 kg, off-cuts 24,888 kg). Sea freight transshipped via a German port. Refined at Harjavalta (FI), discharged in the US; consignee is a metals merchant, but the bill pins the route. Values not stated.
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 4 of its 4 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.
No actions in the register have named or swept this company in the last 24 months.