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Nexa Resources is a large-scale, low-cost integrated zinc producer, majority owned by the Brazilian conglomerate Votorantim S.A. and listed on the NYSE.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Triple Flag's 6-K for the period ended 2026-06-30: under the stream agreement with Nexa Resources S.A., Triple Flag receives 65% of payable silver from Cerro Lindo until 19.5 million ounces have been delivered, and 25% thereafter. As of 2026-06-30, 19.7 million ounces had been delivered; the step-down to 25% commenced with deliveries starting April 2026 (consistent with the prior 'commencing Q2 2026' estimate). Deliveries lag production by up to four months. Stream originally signed 2016 (as Compania Minera Milpo S.A.A., Nexa's Peru operating subsidiary running Cerro Lindo), upfront payment $250m plus 10% of spot silver price per ounce delivered. The streaming-company equivalent of a customer, matching the precedent set on the Wheaton/Franco-Nevada/Sibanye edges. Re-verified 2026-10-03 directly against the exhibit text (prior leading-zero-padded CIK URL 403'd; unpadded CIK path confirms the same filing and terms).
US Customs bill of lading CMDULMM0605852, shipper NEXA RESOURCES CAJAMARQUILLA S.A. (Cajamarquilla zinc refinery, Lima region, Peru), consignee Nexa Resources US, Inc. (Houston, Texas; Nexa's US sales subsidiary), product ZINC CGG JUMBO ZNAL 0.45 - SJB - PE NX, 217,508 kg, country of origin Peru, sea freight, arrival 2026-09-25. The same page lists further Cajamarquilla zinc SHG slab/jumbo BoLs in September 2026 (e.g. COSU6508722590, 106,765 kg ZINC SHG JUMBO, 2026-09-24) laden via Colombian and Panamanian transshipment ports, and Cajamarquilla as top supplier with 10,420 containers. Intra-group transfer; the end US buyers are not named. No value stated.
Nexa Resources Peru S.A.A. (Peruvian mining subsidiary; Cerro Lindo in Ica, El Porvenir and Atacocha in Pasco, Peru) FY2025 FS note 19(b) Transacciones, Ventas netas to Otras partes relacionadas Nexa Recursos Minerais S.A. (Nexa Brasil; Tres Marias and Juiz de Fora zinc smelters, Minas Gerais, Brazil) of US$ 51,480 thousand in 2024 and nil in 2025, explained as the Group having stopped selling directly to Nexa Brasil and begun selling zinc concentrate to Nexa Resources Cajamarquilla instead. The Q1 2024 interim FS (https://api.mziq.com/mzfilemanager/v2/d/fa653160-ea78-4cd6-897a-335d2c6c4b9f/4702bf31-93bf-3df9-e115-6d5655e3e3c9?origin=2) says the company 'inicio las ventas de concentrado de zinc a su parte vinculada Nexa Recursos Minerais S.A. en el primer trimestre de 2024' (US$ 19,587 thousand that quarter). Revenue by customer location shows America US$ 80,605 thousand in 2024. Destination taken as Brazil because the buyer's only zinc smelters are in Minas Gerais; the FS does not name a port. Intra-group, 2024 only, so this row will go stale after 2026.
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.
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.