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LKAB is the wholly state-owned Swedish iron-ore miner (owner: the Swedish state, represented in LKAB's management by the Ministry of Finance, Finansdepartementet — corrected 2026-08-23; LKAB's own "Our organisation" page names the Ministry of Finance, not Climate and Enterprise), with all production concentrated in three northern-Sweden underground complexes — Kiruna (the world's largest underground iron-ore mine, in operation since 1898), Malmberget/Gällivare, and the open-pit Svappavaara satellites.
Wholly state-owned since 1976, not listed (no ticker, no free float). GLEIF's own record for LKAB (LEI 549300ONBUTV20237K19) reports no parent — the sovereign-owner relationship is not GLEIF-filed relationship data, so GLEIF is not the source of this fact; LKAB's own 'Our organisation' page is.
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.
LKAB's own press release states LKAB and SSAB 'have significant business relationships and conduct strategic development projects together, including HYBRIT'; SSAB is also Sweden's dominant DR/BF-grade steelmaker and the obvious domestic destination for LKAB pellet output per the dossier body's customer list. Flagged related_party: LKAB is also SSAB's largest shareholder (16.0% of votes, 10.5% of capital, per the release dated 2021-06-07 -- this is the newest LKAB-side figure found, not a confirmed current holding) -- a governance-relevant overlap between customer and owner roles, not just a supply relationship. Re-checked 2026-09-23 (wake-minerals-buyers, step 0.5): source_url still live and both quoted claims (the HYBRIT business-relationship sentence and the 16.0%/10.5% holding) verbatim; earlier LKAB releases (2019-12-23: 5.1%; 2020-02-28: 10.5%) show the stake path but nothing later than 2021-06-07 surfaced, and SSAB's shareholder table is JS-rendered and could not be read -- so the related_party flag stands but the current percentage is unconfirmed.
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 3 of its 3 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
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.