Loading…
Loading…
Pick a company to see where it actually produces — every country in its footprint, shaded by capacity share — overlaid with the countries whose register actions name it (severity ring + action count), plus violet arcs to the chokepoint countries its material inputs depend on. The map is a lens; the dossier and register are the source of record.
Glencore plc produces across 10 countries — 25% of mapped capacity sits in 🇨🇩 DR Congo (HQ 🇯🇪 JE).
material exposures: cobalt · copper · zinc · lead · chrome · nickel · cobalt-refined · thermal-coal
39 register actions name Glencore plc, issued from 12 countries (top: 🇿🇦 South Africa ×7) — 6 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇿🇦 South Africa: Industrial Development Strategy 2026 — Permit-Conditioned Beneficiation Mandate for Critical Minerals · 2026-06-03 · 125d ago
Its 6 scored input materials trace to 1 supplier country — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (cobalt 78%, cobalt 78%, copper 48%, +3) — nearest ex-🇨🇳 cobalt producer: 🇫🇮 Finland ~7% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time). (2 exposures without scored production data: lead, thermal-coal)Armed chokepoint: 🇨🇳 China has itself issued 4 register actions restricting the input it already dominates — cobalt (4) — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China Customs Tariff Commission — Zero-Tariff Treatment for All 53 African Diplomatic Partners (May 2026–April 2028) · 2026-04-28 · 161d ago
Substitutes & lead-time to switch: cobalt → · copper → · chromium → · nickel →
Overlap node: 🇨🇳 China sits in two of the three layers — 2 actions naming Glencore plc (max sev 5/5) · dominant world supplier of 6 scored inputs (cobalt 78%). It both restricts the company and controls one of its inputs. its CN actions →Also multi-layer: 🇨🇩 DR Congo (produces + regulates) · 🇿🇦 South Africa (produces + regulates) · 🇨🇴 Colombia (produces + regulates) · +3 more
Named counterparties: this dossier names 2 firms with a source; 2 are in this corpus with a mapped footprint, and 1 of those produces in a country already on this map (🇨🇳 China · 🇺🇸 United States) — the named end of an exposure the country layers show anonymously.Samsung SDI Co., Ltd. (customer) 🇰🇷 KR ◆ · Kutch Copper (Adani Enterprises) (customer) 🇮🇳 IN ◆ = produces in a country already on this map.9 other dossiers name Glencore plc from the other side (customer / supplier / both).
Reading the map: green shading = the company's production countries by capacity share, with dots at facility cities (dashed = approximate, country-level). Violet arcs = INPUT DEPENDENCIES — they run from the country that dominates world production/refining of a material the company consumes to the company's base; the % is that country's share of world supply at the named stage, NOT an import/export volume. Severity rings = countries whose register actions name the company.