Hyundai Steel

mining-metals·🇰🇷 South Korea·✓ Company-verified

Hyundai Steel Company (KRX: 004020) is South Korea's second-largest steelmaker, running integrated blast-furnace steelmaking at Dangjin alongside electric-arc furnace and rolling operations.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

High

Binding chokepoint

silicon 77

Controller

🇨🇳 CN 80%

Measures, 24m

42 · 6 total mentions

Scored exposures

3 materials

Net under pressure: 5 restrictive vs 1 supportive measures in the last 24 months. Its binding exposure, silicon, is controlled by CN at 80% of refined output.

Material exposure

3scored materials

Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.

silicon🇨🇳 CN 77

aluminium🇨🇳 CN 49

zinc🇨🇳 CN 44

Supply-pressure direction · as consumer

rising2 of 3 exposures computable

As a buyer, policy pressure across its consumed materials is rising.

aluminium🇨🇳 CNrising

silicon🇨🇳 CN · bindingrising

zinc🇨🇳 CNtoo few actions

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.

Policy measures, last 24 months

65 restrictive · 1 supportive · 0 neutral

🇰🇷 KR accounts for 53% of severity-weighted pressure. Regulatory focus shifted from 🇰🇷 KR to 🇺🇸 US in 2026Q3.

Canada CITT Final Injury Finding — Oil Country Tubular Goods from Mexico, Philippines, Türkiye, and South Korea (NQ-2025-005)🇨🇦 headwind sev 3

Korea KTC provisional anti-dumping duties (22.34–33.67%) on Chinese zinc-coated cold-rolled steel🇰🇷 headwind sev 3

South Korea approves KRW 308.8bn state funding for hydrogen-reduction steelmaking demonstration project🇰🇷 tailwind sev 3

See all in the register →

3 more, rankedShow

US Commerce initiates AD/CVD administrative reviews of orders with July anniversary dates (steel, tubing, OCTG and other goods)🇺🇸 headwind sev 2

Korea KTC final anti-dumping determination: hot-rolled carbon and alloy steel from China and Japan (28.16–33.57%)🇰🇷 headwind sev 2

Malaysia MITI definitive anti-dumping duties on galvanised steel from China, South Korea, Vietnam🇲🇾 headwind sev 2

If passed, would hit their inputs

26proposals matching this company's materials

Guinea — Ministry of Mines plan to reduce bauxite export volumes to support prices (differential quota/allocation tied to downstream-investment commitments)🇬🇳 lowbauxite

African Union / AfDB — continental harmonisation of mining legislation toward a ban on unprocessed critical-mineral ore exports (Abidjan Ministerial Forum outcome) lowcobalt, copper, lithium, manganese, bauxite, graphite, rare-earths

Guinea — Nimba Mining Company (NMC, 100% state-owned) / Glencore bauxite pre-financing and marketing agreement🇬🇳 lowbauxite

3 more of 23Show

EU CRMA Strategic Projects — Second Designation Round🇪🇺 moderatelithium, cobalt, rare-earths, manganese, silicon, nickel, platinum-group-metals

Guinea Bauxite Export Volume Controls 2026🇬🇳 lowbauxite

Nigeria RMRDC 30% Value Addition Bill — mandatory 30% local processing of ALL raw materials before export🇳🇬 hightin, cassiterite, gold, lithium, lead, zinc, coltan

Supplier alternatives

3of 3 exposures have a viable non-dominant substitute · avg lead 7mo

silicon🇨🇳 CN 80% → 🇩🇪 DE6-12mo

aluminium🇨🇳 CN 61% → 🇮🇳 IN6-12mo

zinc🇨🇳 CN 32% → 🇵🇪 PE0-6mo

Last register action 4 Sept 2026 · 5 in the last 12 months. Material exposures are company-verified; scores are footprint-adjusted and buyer-relative.

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