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.
Samsung SDI Co., Ltd. produces across 6 countries — 55% of mapped capacity sits in 🇰🇷 South Korea (HQ 🇰🇷 South Korea).
material exposures: lithium · cobalt · nickel · manganese · graphite · copper · aluminium
11 register actions name Samsung SDI Co., Ltd., issued from 5 countries (top: 🇪🇺 European Union ×4) — 4 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇪🇺 EU Industrial Accelerator Act — Commission proposal COM(2026) 100 final · 2026-03-04 · 216d ago
Its 7 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%, +4) — 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 · 104d ago
Substitutes & lead-time to switch: lithium → · cobalt → · nickel → · graphite → · copper → · aluminium →
Triple-overlap node: 🇨🇳 China sits in all three layers at once — 10% of mapped capacity · 2 actions naming Samsung SDI Co., Ltd. (max sev 4/5) · dominant world supplier of 7 scored inputs (manganese 90%). One disruption there hits output, regulation and inputs together — the correlated tail a single-layer view misses. its CN actions →Also multi-layer: 🇰🇷 South Korea (produces + regulates) · 🇺🇸 United States (produces + regulates) · 🇭🇺 HU (produces + regulates)
Named counterparties: this dossier names 1 firm 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 · 🇺🇸 United States · 🇭🇺 HU) — the named end of an exposure the country layers show anonymously.Bayerische Motoren Werke AG (customer) 🇩🇪 DE ◆ ◆ = produces in a country already on this map.4 other dossiers name Samsung SDI Co., Ltd. from the other side (customer / supplier).
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.