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Korea
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers, 3 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Trafigura took a 12.9% equity stake in KEMCO's all-in-one nickel refinery JV at Onsan/Ulsan (KRW184.9bn / $140m investment, signed Nov 2023) with feedstock-supply and offtake rights covering 20,000-40,000 t/yr of nickel matte/MHP -- investor, feedstock supplier and offtake buyer in one relationship. No trade-value share_pct given in source.
Korea Zinc smelts zinc concentrate bought from Teck's Red Dog mine (Alaska) under annually renegotiated contracts; treatment charges fell from $165/t to $80/t for the 2024/2025 contract year (a 52% cut, lowest benchmark in 50+ years) and rose to $85/t for 2026, per trade-press reporting (Fastmarkets, MINING.com, Bloomberg); no primary Teck/Korea Zinc release located. No tonnage disclosed for this specific bilateral share.
Indian import (bill of entry) records list shipper Korea Zinc Company, Ltd. Onsan Complex (Onsan smelter, Ulsan, South Korea) and consignee JSW Steel Coated Products Limited, arrival 2025-05-20, 'CONTINUED GALVANIZING GRADE ZINC IN JUMBO (CGGJ)', 253.001 MTS, origin Republic of Korea. JSW Steel Coated Products is JSW Steel's galvanizing subsidiary with coating lines in Maharashtra, India. Same page lists POSCO Maharashtra Steel and Zetwerk (200.241 MTS SHG zinc, 2025-09-01) as other Indian consignees. No value stated; share of either party's totals not disclosed.
US Customs bill of lading JSSYJSRIC2607815, shipper Korea Zinc Company, Ltd. (antimony recovered at the Onsan smelter, Ulsan, South Korea), consignee SOLKOR SPECIALTY CHEMICALS INC (chemicals importer/distributor, Irvington, New York), product ANTIMONY METAL, 9 packages, 10,289 kg, country of origin South Korea, sea freight from Busan, arrival 2026-08-28. The same page lists further unwrought-antimony BoLs (2026-08-24, 39,282 kg to C. Steinweg Baltimore, a warehouse, not a buyer). No value 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.
3 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 992 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
US import bill of lading JSSYJSRIC2607815 names Solkor as consignee for 10,289 kg of antimony metal shipped by Korea Zinc from Onsan, South Korea; arrived 2026-08-28; no value stated.
Indian import records list shipper Korea Zinc Company, Ltd. Onsan Complex (Ulsan, South Korea) and consignee JSW Steel Coated Products Limited (JSW Steel galvanizing subsidiary, Maharashtra, India), arrival 2025-05-20, 'CONTINUED GALVANIZING GRADE ZINC IN JUMBO (CGGJ)', 253.001 MTS. No value stated.
Teck sells zinc concentrate from its Red Dog mine (Alaska) to Korea Zinc under annually renegotiated contracts; treatment charges fell from $165/t to $80/t for the 2024/2025 contract year (a 52% cut, lowest benchmark in 50+ years) and rose to $85/t for 2026, per trade-press reporting (Fastmarkets, MINING.com, Bloomberg); no primary Teck/Korea Zinc release located. No tonnage disclosed for this specific bilateral share.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 10 of its 10 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.
No actions in the register have named or swept this company in the last 24 months.