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Soulbrain Co., Ltd.

battery·🇰🇷 South Korea·✓ Company-verified

Soulbrain is a South Korean specialty-chemicals maker (KOSDAQ: 357780) with two core lines: semiconductor process chemicals (hydrofluoric-acid and buffered-oxide etchants, CVD/ALD precursors, CMP slurries) and secondary (lithium-ion) battery materials — principally electrolyte and pouch-cell lead tabs.

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

/ 100

High

Binding chokepoint

lithium 72

Controller

🇨🇳 CN 65%

Measures, 24m

75 · 1 total mentions

Scored exposures

5 materials

Its binding exposure, lithium, is controlled by CN at 65% of refined output.

Production footprint

3named sites with disclosed material dependencies

South Korea (HQ base)battery electrolyte + semiconductor process chemicals (HF/BOE etchants, CVD/ALD precursors, CMP slurries)KR

Kokomo, Indiana (SoulBrain MI)battery electrolyte for Stellantis/Samsung SDI next-gen EV cellsUS

Tatabányabattery electrolyte supplying SK On Komárom + Samsung SDI Göd gigafactoriesHU

View on the correlation map →

Material exposure

5scored materials

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

lithium🇨🇳 CN 72

copper🇨🇳 CN 68

nickel🇨🇳 CN 64

The other 2 exposuresShow

fluorspar🇨🇳 CN 52

aluminium🇨🇳 CN 49

Supply-pressure direction · as consumer

flat3 of 5 exposures computable

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

aluminium🇨🇳 CNrising

lithium🇨🇳 CN · bindingflat

copper🇨🇳 CNflat

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.

2 moreShow

fluorspar🇨🇳 CNtoo few actions

nickel🇨🇳 CNtoo few actions

Policy measures, last 24 months

10 restrictive · 0 supportive · 1 neutral

🇰🇷 KR accounts for 100% of severity-weighted pressure.

South Korea Semiconductor Special Act: presidential commission, master plan, and KRW 2tn special account for full chip supply chain🇰🇷 sev 4

See all in the register →

If passed, would hit their inputs

54proposals matching this company's materials

Zhejiang Huayou Cobalt — USD 210m acquisition of Atlantic Lithium Ltd (Ewoyaa Lithium Project, Ghana)🇨🇳 lowlithium

DRC — Interministerial Arrêté Banning Export of Unprocessed Copper and Cobalt Concentrates (29 June 2026, replaces 4 August 2023 framework)🇨🇩 highcopper, cobalt

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

3 more of 51Show

Zambia SI No. 43 of 2026 — Customs and Excise (Suspension) (Copper Concentrates) (No. 2) Regulations, 2026🇿🇲 highcopper, cobalt

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

China — MOFCOM/GACC suspension of ordinary industrial & smelter-byproduct sulfuric acid exports (in force from 1 May 2026)🇨🇳 highcopper, phosphate, sulphur

Supplier alternatives

5of 5 exposures have a viable non-dominant substitute · avg lead 5mo

lithium🇨🇳 CN 65% → 🇨🇱 CL0-6mo

copper🇨🇳 CN 48% → 🇨🇩 CD6-12mo

nickel🇨🇳 CN 36% → 🇮🇩 ID0-6mo

2 moreShow

fluorspar🇨🇳 CN 60% → 🇲🇽 MX0-6mo

aluminium🇨🇳 CN 61% → 🇮🇳 IN6-12mo

Traders & procurement channels

1named-material houses of 3 tracked

Lipmann WaltonHenley-on-Thames, UKnickel

TraxysLuxembourgbroad universe

Tradium GmbHFrankfurtbroad universe

Full channel directory →

Last register action 29 Jan 2026 · 1 in the last 12 months. Material exposures are company-verified; scores are footprint-adjusted and buyer-relative.

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Soulbrain Co., Ltd.

battery·🇰🇷 South Korea·✓ Company-verified