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.
POSCO Future M produces across 3 countries — 70% of mapped capacity sits in 🇰🇷 South Korea (HQ 🇰🇷 South Korea).
material exposures: nickel · cobalt · manganese · lithium · graphite · aluminium
No register action names POSCO Future M yet — footprint only.
Its 6 scored input materials trace to 1 supplier country — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (manganese 90%, graphite 85%, cobalt 78%, +3) — nearest ex-🇨🇳 manganese producer: 🇿🇦 South Africa ~5% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇨🇳 China has itself issued 12 register actions restricting the inputs it already dominates — graphite (6), cobalt (4), artificial graphite anode materials (1), manganese (1) — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China MOFCOM Announcement No. 26 (2026) — Strategic Mineral Export Control Reporting and Whistleblower Mechanism · 2026-06-24 · 106d ago
Substitutes & lead-time to switch: nickel → · cobalt → · lithium → · graphite → · aluminium →
Overlap node: 🇨🇳 China sits in two of the three layers — 14% of mapped capacity · dominant world supplier of 6 scored inputs (manganese 90%). It hosts capacity AND controls an input feeding it — a two-sided lever.
Named counterparties: this dossier names 2 firms with a source; 1 is in this corpus with a mapped footprint, and 1 of those produces in a country already on this map (🇨🇳 China · 🇰🇷 South Korea · 🇨🇦 Canada) — the named end of an exposure the country layers show anonymously.General Motors Company (customer, related party) 🇺🇸 US ◆ ◆ = produces in a country already on this map.1 named firm could not be placed on the map — named in a primary source but not yet onboarded as a dossier, or onboarded without a production footprint. Named, not missing.
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.