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Sichuan Yahua Industrial Group (S
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 supplier, 2 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Three-year spodumene concentrate offtake from Pilgangoora (WA): 20-80 kt in CY24, 100-160 kt in each of CY25 and CY26 (upper ends at Pilbara's election). Primary: ASX PLS announcement 2024-03-12 https://announcements.asx.com.au/asxpdf/20240312/pdf/061d5f993bf7fb.pdf
Lithium hydroxide contract of 63,000-88,000 t for 2021-2025, extended in Aug 2023 for 207,000-301,000 t. A new lithium carbonate order (June 2024) runs 2025-2027 via subsidiary Yahua Lithium Ya'an. Sales to Tesla totalled CNY 5.8bn by end-2023 per Yahua's annual report, as cited by mining.com.
mining.com: established partnerships with CATL, LG and SK On. Smallcaps names key customers Tesla, LG Energy Solutions, LG Chem and Contemporary Amperex. Contract volumes are not disclosed in these sources.
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 1 of its 1 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.
🇿🇼 ZW accounts for 100% of severity-weighted pressure.