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Vulcan Energy Resources Limited is incorporated and ASX/Frankfurt-listed in Australia (registered office Perth) but its entire operating business is in Germany, run out of Karlsruhe: the "
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.
Binding offtake agreement announced 2021-11-29 (81,000-99,000 t battery-grade lithium hydroxide, initial five-year term from 2026, for three Stellantis battery plants: Termoli, Italy; ACC JV plants in Kaiserslautern, Germany and Douvrin, France); the original stellantis.com press release for that announcement now returns 403, so cited here via the 2022-06-24 follow-up instead. That follow-up (primary, company-issued, GlobeNewswire) confirms Stellantis made a EUR50m equity investment in Vulcan, becoming its second-largest shareholder, and extended the offtake agreement to a 10-year term -- which is why related_party is now true. Source gives a tonnage range and a term length, not a percentage of Vulcan's total sales -- share_pct omitted rather than estimated.
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.
2 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: 982 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.
Binding 5-year offtake (announced 2021-11-29) for battery-grade lithium hydroxide from Vulcan's Zero Carbon Lithium Project (Upper Rhine Valley, Germany geothermal brine) — min 81,000 / max 99,000 metric tons over the term, shipments to begin 2026. Arm's-length at signing, no equity stake. Cross-dossier link: Vulcan has its own dossier (vulcan-energy.md). This is the first raw-material (as opposed to cell-JV) counterparty found for Stellantis — closes part of the gap logged 2026-09-11/12.
2022-06-24: original 5-year offtake extended to 10 years; Stellantis took a EUR 50m equity investment (secondary sources report ~8%, second-largest shareholder — not stated in this primary release) to fund Vulcan's production-expansion drilling. An 8% stake does not confer control, so this stays arm's-length rather than joining the related_party:true captive-JV rows above (ACC/Contemporary Star/StarPlus). Second vintage of the same counterparty per R164 (duration change, not a percentage share, so no delta computed).
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 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.
No actions in the register have named or swept this company in the last 24 months.