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Raw materials and inputs

Aluminium

No documented connections to other themes yet.

Strongest quotes

AddLife AB · Input

“AddLifes negativa inverkan på klimatet är koncentrerat uppströms i värdekedjan. Särskilt utvinningen av de resurser som krävs för att tillverka de produkter och komponenter vi distribuerar samt använder för vår egen produktion, har negativ inverkan på klimatet. Framför allt använder gruvdrift, för att utvinna mineraler och metaller, samt oljeutvinning, för att tillverka plast, mycket fossil energi.”

Annual report 2023A · The company itself

Amcor · Input

“Raw Materials Polymer resins and films, paper, paperboard, inks, solvents, adhesives, and aluminum constitute the major raw materials we use. These are purchased from a variety of global industry sources, and we are not significantly dependent on any one supplier for our raw materials.”

Annual report 2026A · The company itself

Amcor · Input

“All of the raw materials we use are purchased from third parties, and our primary inputs include polymer resins and films, paper, paperboard, inks, solvents, adhesives and aluminum.”

Annual report 2026A · The company itself

Amcor · Input

“Raw Material and Commodity Price Risk The primary raw materials for our products are polymer resins and films, paper, paperboard, inks, solvents, adhesives and aluminum.”

Annual report 2026A · The company itself

Companies with exposure

AddLife ABSector unknown

Input · weakens · strength 3/3

“AddLifes negativa inverkan på klimatet är koncentrerat uppströms i värdekedjan. Särskilt utvinningen av de resurser som krävs för att tillverka de produkter och komponenter vi distribuerar samt använder för vår egen produktion, har negativ inverkan på klimatet. Framför allt använder gruvdrift, för att utvinna mineraler och metaller, samt oljeutvinning, för att tillverka plast, mycket fossil energi.”

Annual report 2023A · The company itself

AmcorSector unknown

Input · weakens · strength 2/3

“We believe we are uniquely positioned to deliver exceptional value to our customers by leveraging our global scale and innovation and sustainability capabilities to offer a broad range of differentiated consumer packaging and dispensing solutions using a variety of materials including paper, aluminum, polymer resins, recycled, and bio-based materials.”

Annual report 2026A · The company itself

Input · weakens · strength 3/3

“Raw Materials Polymer resins and films, paper, paperboard, inks, solvents, adhesives, and aluminum constitute the major raw materials we use. These are purchased from a variety of global industry sources, and we are not significantly dependent on any one supplier for our raw materials.”

Annual report 2026A · The company itself

Input · weakens · strength 2/3

“Increases in the price of raw materials are generally able to be passed on to customers including through contractual price mechanisms over time.”

Annual report 2026A · The company itself

Input · weakens · strength 3/3

“All of the raw materials we use are purchased from third parties, and our primary inputs include polymer resins and films, paper, paperboard, inks, solvents, adhesives and aluminum.”

Annual report 2026A · The company itself

Input · weakens · strength 3/3

“Raw Material and Commodity Price Risk The primary raw materials for our products are polymer resins and films, paper, paperboard, inks, solvents, adhesives and aluminum.”

Annual report 2026A · The company itself

Input · weakens · strength 2/3

“A hypothetical but reasonably possible 1% increase on average prices for polymer resins and films, inks, solvents, adhesives, aluminum, paperboard and paper, not passed on to the customer by way of a price adjustment, would have resulted in an increase in cost of sales and hence an adverse impact on income before income taxes and equity in income/(loss) of affiliated companies of approximately $85 million for fiscal year 2026 before any contractual pass-through to selling price.”

Annual report 2026A · The company itself

AptivSector unknown

Input · weakens · strength 3/3

“Ukraine and Russia are significant global producers of raw materials used in our supply chain, including copper, aluminum, palladium and neon gases. Disruptions in the supply and volatility in the price of these materials and other inputs produced by Ukraine or Russia, including increased logistics costs and longer transit times, could adversely impact our business and results of operations.”

Annual report 2025A · The company itself

Driver · weakens · strength 2/3

“However, this risk could be partially mitigated by showing authorities that AutoStore is part of the solution for climate change adaptation, and thereby potentially securing a climatetechnology label. regulatory risk The main identified market risks are energy scarcity and a shifting of customer demand towards solutions with the best ESG performance.”

Annual report 2022A · The company itself

Input · weakens · strength 3/3

“In 2022, global supply chain challenges impacted margins in the form of cost inflation, primarily for key components. However, margins improved toward the end of the year as strategic pricing actions and more favorable aluminum prices started to take effect.”

Annual report 2022A · The company itself

Input · weakens · strength 2/3

““Despite market uncertainties, we delivered 78% revenue growth, a robust adjusted EBITDA margin of 41% and a strong cash conversion rate of 82%. In the fourth quarter, as antici - pated, we saw a significant lift in margins as strategic pricing actions and lower grid costs started to take effect.”

Annual report 2022A · The company itself

Input · weakens · strength 3/3

“To mitigate the increased aluminum price impacting the cost of grid parts, AutoStore introduced a temporary aluminum surcharge at the end of the first quarter of 2022. The surcharge together with the previously implemented price increase of 7.5% in December 2021 as well as an additional net price increase of 5% taking effect from January 2023 are expected to bring margins gradually and further back to historical levels in 2023, as projects move from backlog to recognized revenue.”

Annual report 2022A · The company itself

Market · strengthens · strength 2/3

“The Grid is the aluminum framework that holds the columns of vertically stacked Bins. On average, the Grid is 5.4 meters high and holds 16 levels of 330 mm Bins.”

Annual report 2022A · The company itself

Ball CorporationSector unknown

Input · weakens · strength 3/3

“We limit our exposure to changes in the cost of aluminum as a result of the inclusion of provisions in most of our aluminum beverage container sales contracts to pass-through aluminum price changes, as well as through the use of derivative instruments.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“We purchase aluminum and other raw materials and packaging supplies, including dunnage, from several sources. While all such materials and supplies are available from independent suppliers, they are subject to fluctuations in price and availability attributable to a number of factors, including general economic conditions, commodity price fluctuations (particularly aluminum on the London Metal Exchange), the demand by other industries for the same raw materials and the availability of complementary and substitute materials.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Commodity Price Risk ​ Aluminum ​ We manage commodity price risk in connection with market price fluctuations of aluminum through two different methods. First, we enter into container sales contracts that include aluminum-based pricing terms that generally reflect the same price fluctuations under commercial purchase contracts for aluminum sheet. Second, we use certain derivative instruments, including option and forward contracts, as economic and cash flow hedges of commodity price risk where there are material differences between contracted sales and purchase pricing.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“We mitigate our exposure to the changes in the costs of aluminum through the inclusion of provisions in contracts covering the majority of our volumes to pass-through aluminum price changes, as well as through the use of derivative instruments. The pass-through provisions generally result in proportional increases or decreases in sales and costs with a greatly reduced impact, if any, on net earnings; however, there may be timing differences of when the costs are passed through.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Business ​ Ball Corporation and its consolidated subsidiaries (collectively, Ball, the company, we or our) is one of the world’s leading suppliers of aluminum packaging for the beverage, personal care and household products industries.”

Annual report 2025A · The company itself

BANG & OLUFSEN A/SConsumer goods

Input · weakens · strength 3/3

“At least 50% of aluminium procured by 2030 will be secondary aluminium and additional 10% will be procured with low-carbon technologies”

Annual report 2026A · The company itself

Input · weakens · strength 1/3

“Advancing circular product design and material choices Increased the number of products using technically recirculated aluminium and/or plastics from seven to eight and introduced recirculated NdFeB magnets for the first time.”

Annual report 2026A · The company itself

Market · strengthens · strength 2/3

“Revenue related to aluminium production for third parties increased compared to last year.”

Annual report 2026A · The company itself

BOLIDEN ABSector unknown

Driver · strengthens · strength 3/3

“För de basmetaller som Boliden producerar bedömer Wood McKenzie att efterfrågan kommer att öka med 70 % för koppar, 48 % för zink, 74 % för bly och 89 % för nickel mellan 2024–2050.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Vår kärnverksamhet är basmetaller Genom historien har metaller bidragit till mänsklighetens framsteg i både stort och smått. Efterfrågan på de basmetaller vi producerar förväntas bli högre än någonsin i takt med att klimatomställningen fortskrider.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Vårt kärnerbjudande består av basmetallerna zink, koppar, nickel och bly som alla är avgörande för samhällsfunktioner som elproduktion och -överföring, livsmedelsproduktion, transporter och sjukvård.”

Annual report 2024A · The company itself

Carrier GlobalSector unknown

Input · weakens · strength 3/3

“Raw Materials and Supplies We rely on suppliers and commodity markets to secure components and raw materials such as copper, aluminum and steel.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Our reliance on suppliers and commodity markets to secure components (such as motors and valves), finished goods (including products purchased directly from suppliers for resale), and raw materials (such as copper, aluminum and steel), as well as on service providers to deliver our products, exposes us to volatility in the prices and availability of these materials, products, and services.”

Annual report 2025A · The company itself

ColoplastMedical devices

Input · weakens · strength 3/3

“The following resources are considered priority due to their extensive use in the Coloplast products and their packaging: • Plastics • Adhesives • Cardboard • Aluminium Coloplast’s use of inflows and non-renewable and virgin resources results in an environmental impact.”

Annual report 2025A · The company itself

Constellation BrandsSector unknown

Driver · weakens · strength 3/3

“Significant new or increased tariffs, import and excise duties, or other taxes on or impacting beverage alcohol products, including raw and packaging materials, particularly on imports from Mexico, Italy, and New Zealand, and any additional retaliatory tariffs and actions imposed by those governments on product imports from the U.S., could have a material adverse effect on our business, liquidity, financial condition, and/or results of operations.”

Annual report 2026A · The company itself

Input · weakens · strength 3/3

“Our breweries, wineries, and distilleries all use large amounts of various packaging materials, including glass, aluminum, cardboard, and other paper products.”

Annual report 2026A · The company itself

Input · weakens · strength 3/3

“Meanwhile, we have two aluminum can suppliers that provide all of our total annual requirements for our beer brands, with one of those suppliers providing a majority of our aluminum can requirements.”

Annual report 2026A · The company itself

Input · weakens · strength 2/3

“For example, the U.S. government has imposed tariffs on certain product imports, including on aluminum and aluminum derivatives, and certain other countries have implemented tariffs and other actions on U.S. goods, such as boycotts and tariffs on certain product imports originating from the U.S. imposed by the Canadian federal and some provincial governments and retaliatory tariffs in other international markets, although some of these tariffs were subsequently modified, delayed, suspended, or invalidated.”

Annual report 2026A · The company itself

Input · weakens · strength 3/3

“The increased cost of product sold is primarily due to (i) $58.3 million in tariffs, largely on aluminum imports under Section 232, (ii) $58.2 million of unfavorable fixed cost absorption related to decreased production levels as compared to Fiscal 2025, and (iii) a $14.6 million increase in brewery costs, including maintenance and utilities.”

Annual report 2026A · The company itself

Dover CorporationSector unknown

Driver · strengthens · strength 2/3

“•Our Climate & Sustainability Technologies segment is responding to our customers' demand for increased energy efficiency and sustainability in food retail merchandising solutions, including the growing adoption rates for centralized CO2 refrigeration systems, as well as increasing demand for sustainable heating and cooling solutions, including in residential and commercial heat pumps and liquid cooling infrastructure for data centers, and in sustainability-driven growing global demand for aluminum beverage cans.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“While the required raw materials are generally available, commodity pricing can be volatile, particularly for various grades of steel, copper, aluminum and select other commodities.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“Commodity Price Exposure Some of our businesses are exposed to volatility in the prices of certain commodities, such as aluminum, steel, copper and various precious metals, among others.”

Annual report 2025A · The company itself

ELOPAK ASASector unknown

Input · weakens · strength 3/3

“Additionally, all aluminium sourced in 2025 will be ASI certified.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Critical raw material related to our cartons accounts for approximately 50% of the total external purchase spend, including board, polymers, aluminium, inks and solvents.”

Annual report 2024A · The company itself

FirstEnergySector unknown

Input · weakens · strength 3/3

“Prices for equipment, materials, supplies, employee labor contractor services, together with the cost of variable-rate debt, have increased in recent years and could continue to increase in 2026 and beyond. Inflation and broader economic conditions have continued to drive up the price of the cost of essential components used in the construction of transmission infrastructure, such as electrical equipment, steel and aluminum, and we may experience supply chain disruptions and long lead times for critical equipment.”

Annual report 2025A · The company itself

Ford Motor CompanySector unknown

Driver · weakens · strength 2/3

“In 2023, the EU adopted the Carbon Border Adjustment Mechanism (“CBAM”), which will subject certain imported materials (such as iron, steel, and aluminum) to a carbon levy linked to the carbon price payable on domestic goods under the European Trading Scheme. The EU CBAM is expected to increase our costs of importing such materials from 2026 onwards and/or limit our ability to import lower cost materials from non-EU countries.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“As with other manufacturers, the profitability of our business is affected by many factors, including: •Wholesale unit volumes •Margin of profit on each vehicle sold - which, in turn, is affected by many factors, such as: ◦Market factors - volume and mix of vehicles and options sold, and net pricing (reflecting, among other factors, incentive programs) ◦Costs of components and raw materials necessary for production of vehicles ◦Costs for customer warranty claims and additional service actions ◦Costs for safety, emissions, and fuel economy technology and equipment •A high proportion of relatively fixed structural costs, so that small changes in wholesale unit volumes can significantly affect overall profitability Although supply disruptions have resulted in a higher level of new vehicle prices, our industry has historically had a very competitive pricing environment, driven in part by excess capacity.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“For example, in 2025, our production was disrupted by fires at one of our major aluminum suppliers, the effects of which are ongoing.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“As a result, significant changes in commodity and energy prices, foreign currency exchange rates, or interest rates as well as increased material, freight, logistics, and similar costs could have a substantial adverse effect on our financial condition or results of operations.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“Commodity price risk is the possibility that our financial results could be worse than planned because of changes in the prices of commodities used in the manufacture of our products, such as base metals (e.g., steel, copper, and aluminum), precious metals (e.g., palladium), energy (e.g., natural gas and electricity), plastics/resins (e.g., polypropylene), and battery raw materials (e.g., lithium, cobalt, and nickel).”

Annual report 2025A · The company itself

GeneracSector unknown

Input · weakens · strength 3/3

“Suppliers of Raw Materials, Components and Equipment Our primary raw material inputs are steel, copper and aluminum, all of which are purchased from third parties and, in many cases, are part of machined or manufactured components.”

Annual report 2025A · The company itself

Gränges ABSector unknown

Driver · strengthens · strength 2/3

“Medan den totala efterfrågan på aluminium väntas öka med nästan 40 procent till 2030 1) , visar den ökade efterfrågan på koldioxidsnåla aluminiumlösningar hur viktig den är för att begränsa klimatpåverkan.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Gränges strävar efter att återcirkulera all återvunnet aluminium från den egna produktionen. Dessutom köper Gränges också in återvunnet aluminium från kunder och återvinningsföretag, samt från uttjänta produkter.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Gränges betonar ansvarsfulla, konkurrenskraftiga och strategiska inköp som viktiga komponenter i sin verksamhet. De främsta prioriteringarna är att förbättra upphandlings - processerna för inköp av metaller, minska kostnaderna, minimera koldioxidutsläppen och öka cirkulariteten.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Vårt fortsatta fokus på ökade inköp av koldioxidsnålt primäraluminium, som ger 50–80procent lägre utsläpp än traditionellt ”brunt” aluminium, bidrog också till denna förbättring.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Som medlem har Gränges har satt ambitiösa mål för 2030: att minst 10procent av allt primäraluminium som upphandlas årligen ska vara koldioxidsnålt och att minst 50procent av allt inköpt aluminium ska vara återvunnet.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Leverantörsavtal: Gränges har avtal med leverantörer på respektive marknad för att säkerställa leveranser baserade på beräknade volymer. ● Egen produktion: Gränges har egna omsmältverk i produktionsanläggningarna, vilket gör bolaget mindre känsligt för tillgången på till exempel aluminiumgöt. ● Policy och program för ansvarsfulla inköp: Alla anläggningar ska ha ett lokalt program för ansvarsfulla inköp som inkluderar leverantörer med ett årligt inköpsvärde på mer än 500 kSEK eller likvärdigt i lokal valuta.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“I Gränges produkter ingår stora mängder insatsmaterial. Otillräcklig tillgång till, eller bristande kvalitet på produkter som levereras skulle kunna leda till att Gränges inte kan producera vissa produkter av en kvalitet som kunderna förväntar sig.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Råvaruprisrisk är främst relaterad till priset på aluminium, som är Gränges enskilt viktigaste insatsmaterial och största utgiftspost.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“(minskning från basår 2017) +40% Årlig produktionskapacitet (ökning från 2021) +60% (ökning från 2021) Vår plan för långsiktigt hållbar tillväxt Navigate-strategin utarbetades 2022 för att vända det svagare finansiella resultatet efter pandemin och slutföra de betydande investeringsprogrammen mellan 2016 och 2020.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Optimerade produktions- och prissättningsstrategier säkerställde en högre, stabilare avkastning, samtidigt som en stark marknadsposition ledde till ökade marknadsandelar inom attraktiva nischer.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“När de tre stora investeringsprogrammen avslutades i slutet av 2024 nådde Gränges en länge efterlängtad milstolpe: en produktionskapacitet på 640kton. Det ger betydande utrymme att växa och flyttar fokus mot utnyttjande och optimering.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Cirkulära och hållbara aluminiumlösningar för en bättre framtid Års- och hållbarhetsredovisning 2024 Våra lösningar hjälper kunder att växa och ställa om till klimatneutralitet. De används bland annat för effektiv klimatkontroll i fordon och byggnader, i elektrifiering, batterikomponenter och återvinningsbara förpackningar. av aluminium för utvalda nischer.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Aluminiumets egenskaper, såsom låg vikt och god återvinningsbarhet, är mycket eftertraktade och driver efterfrågan på nya produkter som batterikatodfolie, höljen och kylplattor.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Det handlar om att fortsätta att bygga världens bästa bolag inom valsning och återvinning av aluminium utifrån Gränges affärsmodell.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Gränges är en global leverantör av valsade aluminiumprodukter för värmeregleringssystem, specialförpackningar och utvalda nischapplikationer.”

Annual report 2024A · The company itself

HANZA ABSector unknown

Input · weakens · strength 1/3

“Potentiell negativ påverkan I vissa insatsmaterial i köpta elektronikkomponenter, såsom cobolt, koppar, aluminium, zink, nickel kan förekomma vattenförorening i samband med utvinning.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“HANZAs mål för avfall och resursförbrukning Måluppfyllnad Årligen minska avfall i förhållande till omsättningen för elektronik (ton spill/MSEK) Uppfyllt Uppfyllt Årligen minska avfall i förhållande till omsättningen för mekanik (ton spill/MSEK) Uppfyllt Uppfyllt Årligen minska farligt avfall i förhållande till omsättningen för elektronik (ton farligt avfall/ MSEK) Ej uppfyllt Delvis uppfyllt Årligen minska farligt avfall i förhållande till omsättningen för mekanik (ton farligt avfall/ MSEK) Ej uppfyllt Uppfyllt Tillverkade produkter per tillverkning sområde, enheter Antal (miljoner) Elektronik 36,6 22,6 Mekanik 14,4 14,6 Totalt 51 37,2 Resursanvändning 2024 2023 Stål, ton 19 918 N/A Järn, ton 141 N/A Aluminium, ton 411 N/A Mässing, ton 112 N/A Koppar, ton 28 N/A Brons, ton 4 N/A Totalt material, ton 20 614 22 740 Vatten, m i förhållande till intäkter 0,010 0,010 Färdiga produkter Produkter som lämnar HANZA är producerade alternativt förädlade i HANZAs produktionsprocesser för kunders räkning.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Prisvariationer på insatsvaror – HANZAs kunduppdrag sträcker sig ofta över långa tidsperioder, under vilka aktuella materialpriser naturligt kan variera. Stora prisökningar på insatsvaror och tillverkningsmaterial skulle kunna påverka bolagets verksamhet, finansiella ställning och resultat negativt.”

Annual report 2024A · The company itself

Hubbell IncorporatedSector unknown

Driver · weakens · strength 3/3

“Additionally, in 2025, the U.S. announced a series of significant new tariffs to be imposed on goods from a broad set of countries, including, but not limited to, Canada, China, Mexico, European Union member states and various other countries around the world. The U.S. also announced new tariffs on foreign steel and aluminum, which took effect in March 2025.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“We use a variety of raw materials in the production of our products including steel, aluminum, brass, copper, bronze, zinc, nickel, plastics, elastomers and petrochemicals. We also purchase certain electrical and electronic components, including solenoids, printed circuit boards, integrated circuit chips and cord sets from a number of suppliers.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Certain of these materials are sourced from a limited number of suppliers. These materials may also be a key source of materials for many other companies in our industry or within industrial manufacturers in general. As such, in periods of rising demand for these materials, we may experience both increased costs and limited supply. Significant shortages in the availability of these materials or significant price increases could increase our operating costs and adversely impact the competitive positions of our products, which could adversely impact our results of operations.”

Annual report 2025A · The company itself

Husqvarna ABSector unknown

Input · weakens · strength 3/3

“Koncernens verksamhet och resultat påverkas av prissättningsförändringar vad gäller råvaror och komponenter. De viktigaste råvarorna är stål, aluminium och olika typer av plaster.”

Annual report 2024A · The company itself

Ingersoll RandSector unknown

Driver · weakens · strength 3/3

“Large or rapid increases in the cost of raw materials and component parts, substantial decreases in their availability or our dependence on particular suppliers of raw materials and component parts could materially and adversely affect our operating results. Our primary raw materials, directly and indirectly, are cast iron, aluminum and steel. We also purchase a large number of motors and, therefore, also have exposure to changes in the price of copper, which is a primary component of motors.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Raw Materials and Suppliers We purchase a wide variety of raw materials to manufacture our products. Our most significant commodity exposures are to cast iron, aluminum and steel.”

Annual report 2025A · The company itself

Keurig Dr PepperSector unknown

Input · weakens · strength 3/3

“MATERIAL RESOURCES Raw Materials The principal raw materials we use in our business, which we commonly refer to as ingredients and materials, represent approximately 55% of our cost of sales and include green coffee, water, aluminum cans and ends, PET bottles and caps, including both virgin and rPET, CO2, sweeteners, paper products, K-Cup pod packaging materials, fruit, glass bottles and enclosures, cocoa, teas, juices, and other ingredients.”

Annual report 2025A · The company itself

KONGSBERG GRUPPEN ASASector unknown

Input · weakens · strength 3/3

“Innsatsfaktorer Råmaterialer som stål, jern, aluminium, kompositt og titan er bestanddeler i utviklingen av våre avanserte teknologier og løsninger. Disse råmaterialene bearbeides til kritiske komponenter, inkludert moduler, støpte eller smidde deler, elektrisk utstyr og kabler, og hydraulikk.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“En del av produktporteføljen vår omfatter en betydelig mengde sekundære råvarer og energikrevende innsatsfaktorer, inkludert kategorier som fabrikasjoner, støpegods, smiing og elektronikk, laget av materialer som inkluderer stål, kobber, jern og aluminium.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Komponenter til produksjon av skip er hovedsakelig laget av metaller som aluminium (Al) og stål, sammen med små mengder gummi og potensielt oljer og fett for maskinsmøring.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Kongsberg Defence & Aerospace bruker resirkulerbare materialer som aluminium, stål og kobber.”

Annual report 2024A · The company itself

Lam ResearchSector unknown

Input · weakens · strength 3/3

“Tariffs, export controls, additional taxes, trade barriers, sanctions, the termination or modification of trade agreements, trade zones, and other duty mitigation initiatives, and any reciprocal retaliatory actions, can increase our manufacturing costs, decrease margins, reduce the competitiveness of our products, disrupt our supply chain operations, or inhibit our ability to sell products or provide services, all of which has had and in the future could have a material adverse effect on our business, results of operations, or financial condition. For example, our business requires steel and aluminum to manufacture our products, and the imposition of tariffs on steel and aluminum imports into the United States increased our manufacturing costs in fiscal year 2026, which adversely impacted our margins.”

Annual report 2026A · The company itself

Lennox InternationalSector unknown

Driver · weakens · strength 2/3

“Our business may be materially and adversely impacted by changes in U.S. or global economic conditions, including recessions, economic downturns, inflation, deflation, fluctuations in interest rates, consumer spending rates, energy availability and commodity prices, and the effects of governmental initiatives to manage economic conditions.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Compressors, motors and controls constitute our most significant component purchases, while steel, aluminum and copper account for the bulk of our raw material purchases.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“We depend on raw materials, such as steel, copper and aluminum, and components purchased from third parties to manufacture our products.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“We utilize a cash flow hedging program to mitigate our exposure to volatility in the prices of metal commodities used in our production processes.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“Modifications of laws and policies governing international trade and investment, including tariffs, such as aluminum tariffs, and trade agreements such as the United States-Mexico-Canada Agreement and the European Union-United Kingdom Trade and Cooperating Agreement ("TCA"), could adversely affect our supply chain, business and results of operations. For example, the U.S. tariffs on aluminum imports imposed in June 2018 (and partially lifted in May 2019) created volatility in the price of aluminum in the U.S. and increased the price of aluminum used in some of our product packaging. Ongoing or additional U.S. tariffs, including on aluminum, retaliatory tariffs or related actions from trade partners, and related uncertainty may continue to increase the cost of certain of our imported materials and, adversely affect our profitability.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“Table of Contents Further, throughout 2025, additional tariffs imposed by the current U.S. administration affected the cost of certain products manufactured out the United States, including certain of our products, and contributed to fluctuations in the price of aluminum and the Midwest Premium. The increase in Midwest Premium prices resulted in, an approximate $35 million unfavorable impact on our results for the year ended December 31, 2025.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“In addition, our Americas segment is exposed to variability in the market price of a regional premium differential (referred to as “Midwest Premium” in the U.S.) charged by industry participants to deliver aluminum from the smelter to the manufacturing facility. This premium differential also fluctuates in relation to several conditions, including based on the supply of and demand for aluminum in a particular region, associated transportation costs and warehouse financing transactions, which limit the amount of physical aluminum available to consumers and increases the price differential as a result.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“We purchase certain types of input and other packaging materials, including aluminum cans and bottles, glass bottles, paperboard and carbon dioxide from a small number of suppliers. The demand for such input materials in the beverage industry has increased in recent years, and resulted in a shortage of capacity and increases in costs.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Rocky Mountain Metal Container RMMC, a Colorado limited liability company, is a joint venture with Ball Corporation in which we hold a 50% interest. Our U.S. business has a can and end supply agreement with RMMC. Under this agreement, we purchase substantially all of the output of RMMC.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“For example, we have entered into joint ventures with Ball Corporation (i.e., Rocky Mountain Metal Container), and with Owens-Brockway Glass Container Inc. (i.e., Rocky Mountain Bottle 25 Table of Contents Company), for a portion of our aluminum and glass packaging supply in the U.S., respectively.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“We have entered into several joint ventures, including our joint ventures with Ball Corporation (i.e., Rocky Mountain Metal Container), and with Owens-Brockway Glass Container Inc. (i.e., Rocky Mountain Bottle Company), for a portion of our aluminum and glass packaging supply in the U.S., respectively.”

Annual report 2025A · The company itself

Monster BeverageSector unknown

Driver · weakens · strength 2/3

“Moreover, industry-wide shortages of certain flavor ingredients, flavors, fruits and fruit juices, coffee, tea, cocoa, dairy-based products, packaging materials (including aluminum cans), supplement ingredients and sweeteners have been, and could from time to time in the future be, encountered, resulting in production fluctuations or delays and/or product shortages and/or increased costs.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“Moreover, geopolitical tensions have created, and may continue to create, supply chain and financial risk due to our reliance on aluminum for packaging and the potential for increased costs due to tariffs or shortages.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Raw Materials and Suppliers The principal raw materials used in the manufacturing of our products are aluminum cans, aluminum cap cans, sleek aluminum cans, aluminum cans with re-sealable ends, to a limited extent PET plastic bottles and caps, kegs, cartons as well as flavors, juice concentrates, glucose, sugar, sucralose, milk, cream, coffee, tea, hops, malt, yeast, ethanol, supplement ingredients and other packaging materials, the costs of which are subject to fluctuations.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“The principal raw materials used by us are aluminum cans, sleek aluminum cans, aluminum cap cans, aluminum cans with re-sealable ends, aluminum or steel kegs, cartons, to a limited extent PET plastic bottles and caps, flavors, juice concentrates, glucose, sugar, sucralose, milk, cream, coffee, tea, cocoa, malted barley, hops, water, yeast, ethanol, supplement ingredients and other packaging materials, the costs and availability of which are subject to fluctuations.”

Annual report 2025A · The company itself

NIBE Industrier ABSector unknown

Input · weakens · strength 3/3

“En stor del av koncernens kostnader är materialkostnader i form av råvaror och komponenter. Till största delen består dessa av metaller vars priser är fastställda i dollar och noterade på Londons metallbörs, LME.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Under 2024 har även råvaror såsom nickel, koppar och aluminium till viss del prissäkrats genom terminskontrakt.”

Annual report 2024A · The company itself

NKT A/SIndustrials

Input · weakens · strength 3/3

“NKT signed a long-term agreement with Hydro for the supply of low-carbon aluminium wire rod until 2033.”

Annual report 2025B · From the report

Input · weakens · strength 2/3

“On the one hand, increasing supply-chain localisation is creating uncertainty in access to key materials, with copper and aluminium facing potential structural shortages by 2030.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“In 2025, we advanced our efforts toward a low-carbon future by entering a long-term agreement with Hydro for the supply of low-carbon aluminium wire rod until 2033. This partnership secures access to a critical raw material and contributes to lowering the carbon footprint of our power cable solutions.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“NKT is exposed to and diligently managing the inherent uncertainty in pricing of commodities and raw materials, which can affect production costs, profit margins, and overall financial performance.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Supply interruption and raw material availability risk pertains to the uncertainty associated with the accessibility and adequacy of raw materials essential for manufacturing and operational processes. This risk is influenced by factors such as market dynamics, geopolitical environment and events affecting supply chains, environmental conditions impacting resource extraction, regulatory changes, and the number of available suppliers.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“The scope of the DMA is defined by segmenting upstream suppliers by economic relevance and potential impact to identify high risk materials (copper, aluminium, steel, lead, XLPE, PVC) and to map key supply chains.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Knights' 2026 Global 100 Most Sustainable Corporations NKT joins First Movers Coalition NKT joined the First Movers Coalition (FMC) aluminium sector in 2025, committing to ensuring that at least 10% (by volume) of allprimary aluminium purchased each year will be low-carbon by 2030.”

Annual report 2025A · The company itself

Norsk Hydro ASASector unknown

Driver · strengthens · strength 3/3

“Mens den totale etterspørselen etter aluminium forventes å øke med ca. 3 prosent årlig frem til 2030, forventes etterspørselen etter primæraluminium med lavt karboninnhold å øke med ca. 20 prosent og resirkulert aluminium med fem-seks prosent årlig.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Prisen på produkter og løsninger i ekstruderingsvirksomheten bestemmes av verdien den skaper for hver enkelt kunde.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Kostnads- og inntektsforhold De viktigste kostnadene i produksjon av primæraluminium er alumina, kraft og karbon, som til sammen utgjør om lag 80–85 prosent av de samlede driftskostnadene for elektrolysemetall i 2024.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Hydro bruker om lag to tonn alumina for å produsere ett tonn aluminium, og alumina står for 40-45 prosent av driftskostnader knyttet til produksjon av primæraluminium.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Kostnads- og inntektsforhold De viktigste kostnadsdriverne er aluminium og arbeidskraft, der aluminiumskostnadene er knyttet til LME og arbeidskostnadene til inflasjon, lønnsnivåer og produktivitet. Begge elementene utgjør ca. 80–90 prosent av driftskostnader.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“I 2023 lanserte Hydro sin 2030-strategi, og trappet opp vekstambisjonene innen resirkulering av aluminium, ekstrudering og fornybar energi.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Vår strategi Banebrytende overgang til grønn aluminium, drevet av fornybar energi.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Hydro er på god vei til å gjennomføre vår ambisjon for 2030 om å være en pionér i det grønne skiftet for aluminium, drevet av fornybar energi.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Oppnår strategiske milepæler De fire hovedkomponentene i vår strategi for 2030 er å vokse innen resirkulering og ekstrudering av aluminium, og å styrke satsingen på fornybar energiproduksjon.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“I tiden fremover vil Hydro Metal Markets utvide porteføljen av aluminiumprodukter med lavere karboninnhold. Dette støttes av Hydros ambisjoner om å bruke resirkulering for å øke bruken av forbrukerskrap vesentlig. Vekststrategien innen resirkulering fokuserer på å diversifisere og høyne kvaliteten på porteføljen av resirkulerte produkter, utvikle avanserte sorteringsmuligheter og realisere fullt synergipotensial i nettverket til Aluminium Metal inkludert det nylig oppkjøpte Alumetal.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“For å redusere karbonavtrykket for våre produkter, kjøper Hydro aluminium med lavere karbonavtrykk, øker bruken av aluminiumsskrap, og reduserer utslippene fra egen virksomhet.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Innen Extrusions vil Hydro øke kapasiteten og mulighetene innen produksjon og verdiøkende tjenester, og bekrefter ambisjonene om å levere EBITDA på 10–12 milliarder kroner i 2030.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Forme markedet for grønnere aluminium i samarbeid med kunder Hydro vil utnytte sin posisjon til å ta ledelsen i å forme markedet for grønnere aluminium. Denne porteføljeovergangen vil gjøre det mulig for Hydro å levere et potensial for økt inntjening på 2 milliarder kroner i 2030. Hydro vil utnytte sine nøkkelegenskaper: høy andel fornybar energi, global tilstedeværelse, både primærog resirkuleringsvolumer, veikart for avkarbonisering av betong, innovasjon i samarbeid med kundene, sammen med sin integrerte verdikjedefordel for å bane vei for overgangen til grønnere aluminium.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Innenfor Hydros lavkarbonportefølje har selskapet et bredt utvalg av produkter, og har som mål å levere pilotvolumer i industriell skala basert på utslippsfri smelterteknologi innen 2030, mens ytterligere kapasitet og etterspørsel fra nye sektorer som bilindustrien ser andelen resirkulert metall øke.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“De viktigste forbedringsområdene inkluderer nye aluminiumsprodukter, grønnere produkter og markedsandeler for ekstruderte produkter.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Produksjonskapasiteten innen ekstrudering er på 1,4 millioner tonn i året, og markedsandelene var 16 prosent i Europa og 19 prosent i Nord-Amerika i 2024, i tillegg til solide posisjoner i Sør-Amerika og Asia.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro har virksomheter i hele den globale verdikjeden for aluminium, fra energiproduksjon til bauksittutvinning, aluminaraffinering, produksjon av primæraluminium, aluminiumekstrudering og resirkulering av aluminium.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro Bauxite & Alumina representerer de to første leddene i aluminiumsverdikjeden gjennom bauksittutvinning og aluminaraffinering.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro Aluminium Metal har et globalt produksjonsnettverk og er en ledende leverandør av pressbolt, valseblokk, støpelegering, valsetråd, støpemateriale og aluminium med høy renhet.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro Extrusions leverer skreddersydde produkter og løsninger til kunder verden over.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydros totale årlige primæraluminiumskapasitet er ca. 2,1 millioner tonn.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro REDUXA tilbyr kundene en helt transparent verdikjede og et sertifisert karbonavtrykk på under 4 kg CO 2 e per kg aluminium, noe som tilsvarer rundt en fjerdedel av verdensgjennomsnittet.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Recycling Forretningsenheten for resirkulering består av 12 resirkuleringsanlegg i Europa og USA, som produserer pressbolt og resirkulerte støpelegeringer med en total årlig kapasitet på 995 000 tonn. De 4 Alumetal-anleggene som ble kjøpt i 2023, ligger i Ungarn og Polen og bidrar med 275 000 tonn.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Commercial Metal Markets leverer Hydros verdiskapende produkter til et globalt marked gjennom et bredt utvalg av produkttilbud og tjenester, inkludert aluminiumsprodukter med lavt karboninnhold.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Resirkuleringsvirkomheten i Metal Markets tilbyr kundene en rekke resirkulerte produkter med lavt karbonutslipp, som Hydro CIRCAL, med en minimumsandel forbrukerskrap på 75 prosent og et karbonavtrykk på 1,9 kg CO 2 per kg aluminium.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Ansatte Millioner tonn salg 40 27 % Land 2 Reduksjon i CO 2 - utslipp innen 2030 1 1) På extrusion billets, målt mot 2018 basislinje i CO 2 /t 2) Salg og produksjon Virksomhet Hydro Extrusions driver verdens største nettverk av anlegg for ekstrudering og resirkulering av aluminium, med 70 produksjonsanlegg i 20 land.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro leverer aluminiumsprodukter med lavt karbonutslipp til kunder over hele verden, støttet av en integrert verdikjede med lave kostnader, drevet av fornybar energi.”

Annual report 2024A · The company itself

PepsiCoSector unknown

Input · weakens · strength 3/3

“Our key packaging materials include plastic resin, including polyethylene terephthalate (PET), polyethylene and polypropylene used for plastic beverage bottles and film packaging for convenient foods, aluminum, glass, closures, cardboard and paperboard cartons.”

Annual report 2025A · The company itself

PROFILGRUPPEN ABSector unknown

Driver · strengthens · strength 2/3

“Sedan bolaget startades har vi arbetat enbart med materialet aluminium som tack vare sina sina goda egenskaper har en lång - siktig och ökande efterfrågan.”

Annual report 2024A · The company itself

Driver · weakens · strength 2/3

“Råvara Metallmarknadens volatilitet har de senaste åren ökat efter att den tidigare varit relativt stabil. Vi arbetar därför med att minimera effekterna genom att få täckning för prisriskerna mot kund.”

Annual report 2024A · The company itself

Driver · weakens · strength 2/3

“Exempel på förändringar är den stora politiska påverkan på både tillgång och pris på aluminium. Energikrisen har slagit hårt mot Europas aluminiumproduktion.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“ProfilGruppens huvudsakliga råvara är legerade aluminiumgöt. Kostnaden för dessa svarade 2024 för 51 procent (54) av rörelsekostnaderna.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“För att bättre förstå vår verksamhet samt vårt värdeskapande erbjudande hänvisas läsaren till www.profilgruppen.se INNEHÅLL 2 3 PROFILGRUPPEN HÅLLBARHETSRAPPORT 2024 VÅR AFFÄR Vår kompetens kring aluminium och strängpressning är centralt i alla våra erbjudanden. Genom att tillföra olika tjänster relaterade till tillverkning, förädling, ytbehandling, leveransservice med mera blir vi en komplett lös - ningspartner för våra kunder.”

Annual report 2024A · The company itself

Steel DynamicsSector unknown

Input · weakens · strength 3/3

“In addition, we sell various grades of nonferrous metals including copper, brass, aluminum, and stainless steel, to smelters, refineries, alloy manufacturers, specialty mills and other consumers, including our aluminum operations.”

Annual report 2025A · The company itself

Input · weakens · strength 1/3

“Additionally, the construction of any new aluminum flat rolled products mills may also lead to increased demand in aluminum scrap possibly resulting in higher aluminum scrap prices.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Our aluminum operations depend on a core group of significant customers. We have a relatively concentrated group of aluminum customers. Most of these customers have one or more sizable sales agreements with us.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“The company also has aluminum operations, further diversifying its product offerings to supply aluminum flat rolled products with higher recycled content to the countercyclical, sustainable beverage can industry, as well as the automotive and industrial sectors.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Aluminum Operations Segment ​ Our aluminum operations consist of a 650,000-metric-ton recycled aluminum flat rolled products mill in Columbus, Mississippi; two 150,000-metric-ton satellite recycled aluminum slab centers, one in Central Mexico and one under construction in the Southwest U.S.; and an ancillary recycled aluminum deox-rod facility. The flat rolled products mill produces flat rolled aluminum coil products from aluminum scrap and is a complementary extension of our metals recycling platform.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“We compete with other North American aluminum flat rolled products producers primarily on the basis of price, quality, customer service, and proximity to the customer.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“The principal raw materials of our aluminum operations are raw aluminum (P1020) and recycled aluminum scrap derived from, among other sources, “home scrap,” generated internally at our rolling mill; industrial scrap, generated as a by-product of manufacturing, recycled from automotive and food beverage container manufacturers; and recycled materials from end-of-life trucks and automobiles, industrial products, and used food and beverage containers (“UBCs”). Recycled aluminum content varies by product, alloy, and end customer application. Food and beverage products typically achieve 85% or better recycled content, and industrial and automotive products’ recycled content is typically 65%.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“We sell various grades of processed nonferrous scrap to end-users such as aluminum sheet and manufacturers (including our aluminum operations), ingot manufacturers, brass and bronze ingot makers, copper refineries, smelters, specialty steelmakers, alloy manufacturers, wire and cable producers, and utilities.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Huvudsakliga inköp består av råmaterial i form av metaller som stål, aluminium, zink, men även mat, diverse komponenter samt apparater och verktyg.”

Annual report 2024A · The company itself

Svedbergs Group ABSector unknown

Driver · weakens · strength 2/3

“Påverkan, risker och möjligheter Styrning Mål Påverkan i värdekedjan Risker och möjligheter för Svedbergs Group Beroendet av jungfruliga material medför risker relaterade till råvaruprisutvecklingen samt tillgången till specifika råvaror.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Detta sker genom regelbundna diskussioner och uppdateringar av de reduktions- Svedbergs Groups primära åtgärder för att minska klimatpåverkan fokuserar på de material och produkter som koncernen köper in. Detta arbete bygger i hög Slutligen har lastportar bytts ut för att skapa en bättre arbetsmiljö vid utlastning och för att minska värmeförluster.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Avgränsningar och definitioner • Användning av sålda produkter: Nordisk medelmix används för att beräkna klimatpåverkan från användning av sålda produkten i de nordiska länderna. • Inköpta varor: Klimatpåverkan kommer främst från materialen i Svedbergs Groups inköpta produkter, där den största kategorin är metall följt av keramik och plast.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“För att öka andelen återvunnet material undersöks möjligheten till att använda återvunna metaller som mässing, stål och aluminium.”

Annual report 2024A · The company itself

TE ConnectivitySector unknown

Input · weakens · strength 2/3

“The principal raw materials that we use include plastic resins for molding; precious metals such as gold, silver, and palladium for plating; and other metals such as copper, aluminum, brass, and steel for manufacturing cable, contacts, and other parts that are used for cable and component bodies and inserts.”

Annual report unknown yearA · The company itself

Input · weakens · strength 3/3

“We are a large buyer of resins, chemicals, additives, and metals, including copper, gold, silver, palladium, aluminum, brass, steel, and zinc.”

Annual report unknown yearA · The company itself

Input · weakens · strength 3/3

“Under 2024 hade Bolaget cirka 17 000 aktiva direktleverantörer, varav cirka 200 är leverantörer av material och komponenter som används i Ericssons hårdvara.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“De mineraler som omfattas av programmet är tenn, tantal, volfram och guld samt kobolt och glimmer.”

Annual report 2024A · The company itself

Teleste OyjSector unknown

Driver · strengthens · strength 3/3

“Lisäksi kierrätetyn alumiinin käyttö tuotteissa vähentää kaivostoiminnan tarvetta ja edistää jätehierarkian mukaista toimintaa.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“Resurssien sisäänvirtaus, mukaan lukien resurssien käyttö Kierrätettyjen materiaalien käyttö tuotannossa Myönteinen Alumiini on merkittävä raaka-aine Telesten tuotteissa ja kierrätetyn alumiinin käyttö vähentää ympäristövaikutuksia ja edistää kiertotaloutta.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Kotelot ovat valmistettu pääosin kierrätetystä alumiinista.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Tavoitteena on nostaa kierrätetyn alumiinin osuus tuotteissa 96 %:iin vuoteen 2030 mennessä.”

Annual report 2025A · The company itself

Thule Group ABSector unknown

Input · weakens · strength 2/3

“Våra produkter är till stor del tillverkade av aluminium, stål och plast, som alla är återvinningsbara.”

Annual report 2023A · The company itself

Input · weakens · strength 3/3

“• För koncernen är det särskilt förändringar i plast-, aluminium- och stålpriserna som utgör en betydande råvaruprisrisk. • Råvaruprisrisken hanteras dels genom leverantörskontrakt och dels genom säkringar med finansiella råvarukontrakt med löptider på upp till ett år.”

Annual report 2023A · The company itself

VBG GROUP AB (publ)Sector unknown

Input · weakens · strength 3/3

“Koncernen är för sin produktion beroende av ett antal råvaror och insatsvaror. De viktigaste av dessa är stål, gjutgods, plast och aluminium.”

Annual report 2024A · The company itself

WabtecSector unknown

Input · weakens · strength 3/3

“We purchase energy, steel, aluminum, copper, rubber and rubber-based materials, chemicals, polymers and other key manufacturing inputs from outside sources, and traditionally have not had long-term pricing contracts with our pure raw material suppliers. The costs of these raw materials have been volatile historically and are influenced by factors that are outside our control, including inflationary pressure.”

Annual report 2025A · The company itself

Albemarle CorporationSector unknown

Input · weakens · strength 2/3

“Raw Materials and Significant Supply Sources The major raw materials we use in our Ketjen operations include sodium silicate, sodium aluminate, kaolin, aluminum, ethylene, alpha-olefins, isobutylene, toluene and metals, such as lanthanum, molybdenum, nickel and cobalt, most of which are readily available from numerous independent suppliers and are purchased or provided under contracts at prices we believe are competitive.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“För sin tillverkning köper koncernen både specialanpassade och standardiserade material, komponenter och tjänster från såväl regionala som globala leverantörer. Vissa nyckelkomponenter tillverkas även inom koncernen. När det är möjligt använder koncernen flera olika leverantörer och försöker alltid undvika att bli beroende av en enda leverantör.”

Annual report 2024A · The company itself

AllegionSector unknown

Input · weakens · strength 2/3

“We purchase a wide range of raw materials, including steel, zinc, brass and other non-ferrous metals, as well as other parts and components, such as electronic components, to support our production facilities.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“We procure certain products, including raw materials and other commodities, including steel, zinc, brass and other non-ferrous metals, as well as parts, components (including electronic components) and logistical services from supplier partners located throughout the world.”

Annual report 2025A · The company itself

AmphenolSector unknown

Input · weakens · strength 2/3

“The Company purchases a wide variety of raw materials for the manufacture of its products, including (i) precious metals such as gold, silver and palladium, (ii) aluminum, steel, copper, titanium and metal alloy products, (iii) copper wire and optical fiber and (iv) plastic materials.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“The Group is directly and indirectly exposed to raw material prices.”

Annual report 2024A · The company itself

BE Group AB (publ)Sector unknown

Market · strengthens · strength 2/3

“BE Group har anor från 1800-talet och är en oberoende ståldistributör som lagerhåller och bearbetar stål, rostfritt stål och aluminium.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“BE Groups erbjudande består av ett stort antal produkter och tjänster som anpassas för att möta kundernas behov. Utöver stål, rostfritt stål och aluminium ingår även specialstål, armering och material för grundläggning.”

Annual report 2024A · The company itself

Berkshire HathawaySector unknown

Input · weakens · strength 2/3

“The Plumbing & Refrigeration group manufactures copper tubing and copper, brass, aluminum and stainless-steel fittings and components for the plumbing, heating, ventilation, air conditioning and refrigeration (HVAC-R) market; custom heat exchange, ducting, air handling units and energy recovery solutions for the HVAC-R market; HVAC systems and structures for data centers, pharmaceutical and industrial sites; and aluminum and brass forgings for many commercial and industrial applications. Key raw materials, including aluminum, copper and stainless steel are widely available.”

Annual report unknown yearA · The company itself

BoeingSector unknown

Input · weakens · strength 2/3

“We enter into firm fixed-price aircraft sales contracts with indexed price escalation clauses, which subjects us to losses if we have cost overruns or if increases in our costs exceed the applicable escalation rate. Commercial aircraft sales contracts are typically entered into years before the aircraft are delivered. In order to help account for economic fluctuations between the contract date and delivery date, aircraft pricing generally consists of a fixed amount as modified by price escalation formulas derived from labor, commodity and other price indices.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“We also continue to seek opportunities to reduce the costs of building our aircraft, including working with our suppliers to reduce supplier costs, identifying and implementing productivity improvements and optimizing how we manage inventory. If production rate changes on any of our programs are delayed or create significant disruption to our production system, or if our suppliers cannot timely deliver components that comply with design specifications to us at the cost and rates necessary to achieve our targets, we may be unable to meet delivery schedules and/or the financial performance of one or more of our programs may suffer.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“In addition, if one or more of the raw materials on which we depend (such as aluminum, titanium or composites) becomes unavailable to us or our suppliers, or is available only at very high prices, including as a result of increased tariffs and trade restrictions, or has quality issues or defects, we may be unable to deliver one or more of our products in a timely fashion or at budgeted costs.”

Annual report 2025A · The company itself

BORGESTAD ASASector unknown

Input · weakens · strength 2/3

“The value chain includes mining and extraction of raw materials such as bauxite, andalusite and chamotte, manufacturing of refractory traded goods, road and sea transportation, support functions such as maintenance, cleaning and IT, refractory production, installations and repairs, real estate activities and waste management.”

Annual report 2024A · The company itself

BYGGMA ASASector unknown

Input · weakens · strength 2/3

“Etterspørselen etter aluminiumskledde vinduer er økende og Uldal tilpasser seg dette ved å øke sin produksjonskapasitet av denne produktgruppen.”

Annual report 2024A · The company itself

CenterPoint EnergySector unknown

Input · weakens · strength 2/3

“Examples of materials necessary for our business that we and our industry have experienced difficulties in procuring include transformers, wires, cables, meters, poles, electronic components, steel, aluminum and solar panels.”

Annual report 2025A · The company itself

CumminsSector unknown

Input · weakens · strength 2/3

“Commodity Price Risk We are exposed to fluctuations in commodity prices due to contractual agreements with component suppliers. In order to protect ourselves against future price volatility and, consequently, fluctuations in gross margins, we periodically enter into commodity swap and forward contracts with designated banks and other counterparties to fix the cost of certain raw material purchases with the objective of minimizing changes in inventory cost due to market price fluctuations.”

Annual report 2025A · The company itself

D. R. HortonSector unknown

Input · weakens · strength 2/3

“In addition, newly imposed or increased tariffs, duties and/or trade restrictions, such as those imposed by the current administration, on imported materials and goods that are used in connection with the construction and delivery of our homes, including steel, aluminum and lumber, may raise our costs for these items or for the products made with them. These factors may cause construction delays or cause us to incur more costs building our homes.”

Annual report 2025A · The company itself

Eaton CorporationSector unknown

Input · weakens · strength 2/3

“Information Concerning Eaton's Business in General Raw Materials Eaton's major requirements for raw materials include iron, steel, copper, nickel, aluminum, lead, silver, gold, titanium, rubber, plastic, electronic components, chemicals, and fluids. Materials are purchased in various forms, such as coils, sheets, strips, ingots, bars, extrusions, castings, forgings, stampings, powder metal, plastic resins, and pellets.”

Annual report 2025A · The company itself

ELKEM ASASector unknown

Input · weakens · strength 1/3

“The objective is to maintain Elkem as a competitive producer through strong operational performance, economies of scale, and an integrated value chain from raw materials to advanced end products.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Carbon Solutions A leading producer of speciality carbon products for various metallurgical smelting processes and primary aluminium industries.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“The technology and carbon products are used by producers of silicon, ferrosilicon, ferrochromium, ferronickel, ferromanganese, silicomanganese, calcium carbide and copper and platinum matte.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Carbon products are used in electric arc furnaces and by the aluminium and iron foundries industries.”

Annual report 2024A · The company itself

engcon ABSector unknown

Input · weakens · strength 2/3

“Stål är det främst förekommande råmaterialet i våra produkter, därefter metaller så som järn och aluminiumbrons, elektronik och plast.”

Annual report 2024A · The company itself

First SolarSector unknown

Input · weakens · strength 2/3

“Effective June 4, 2025, the U.S. President increased tariffs on imported aluminum and steel articles under Section 232 of the Trade Expansion Act of 1962 (“Section 232”) from 25% to 50%.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“Certain of our key raw material purchase contracts include variable pricing terms, which are driven by underlying indices for certain commodities, including aluminum, steel, and natural gas, among others. Fluctuations in such underlying commodity indices may increase our raw material costs.”

Annual report 2025A · The company itself

Driver · strengthens · strength 2/3

“Throughout 2025, the market for pumps, cyclones, and valves demonstrated resilience, supported by stable to modestly increasing production volumes and sustained high metal prices.”

Annual report 2025A · The company itself

FortiveSector unknown

Input · weakens · strength 2/3

“Materials Our manufacturing operations employ a wide variety of raw materials, including electronic components, steel, plastics and other petroleum-based products, aluminum, and copper.”

Annual report 2025A · The company itself

Fortum OyjSector unknown

Driver · strengthens · strength 2/3

“Lisäksi olemme edelleen tukeneet energiakumppanin roolissa selvitystä, jossa tutkitaan mahdollisuuksia aloittaa vähähiilisen alumiinin valmistus Kokkolassa ja Kruunupyyssä.”

Annual report 2025A · The company itself

GE VernovaSector unknown

Input · weakens · strength 2/3

“Our operations require the use of various commodities. Fluctuations in the prices and availability of these commodities can impact our cost of equipment sold and thus our profitability.”

Annual report 2025A · The company itself

Genuine Parts CompanySector unknown

Input · weakens · strength 2/3

“We depend on our suppliers to sell us quality products at favorable prices.”

Annual report 2025A · The company itself

Getinge AB (publ)Sector unknown

Input · weakens · strength 2/3

“Beroende på produkt köper vi in antingen råmaterial (i huvudsak metaller och mineraler), processat material (så som plaster och elektronik) eller delar av produkter.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Følgende materialer inngår i klimaregnskap for skade: • Glass • Stål • Aluminium • Plast • Batterier • Gjenbruk av bildeler ut fra estimat • Bruk av nye bildeler genererer tilsvarende mengde avfall som kan resirkuleres • For avfall etter kondemnasjoner er det lagt til grunn resirkulering av materialer som glass, aluminium og stål.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Kondemnerte biler selges til profesjonelle aktører som demonterer og videreselger deler og materialer som stål og aluminium, som så brukes som innsatsfaktorer til nye produkter.”

Annual report 2024A · The company itself

GN STORE NORD A/SMedical devices

Input · weakens · strength 2/3

“replacing virgin aluminium and virgin fossil plastics with recycled or renewable alternatives”

Annual report 2025A · The company itself

Howmet AerospaceSector unknown

Input · weakens · strength 2/3

“The costs of certain raw materials (including, but not limited to, nickel, titanium, aluminum, cobalt, and superalloy materials) necessary for the manufacture of Howmet’s products and other manufacturing and operating costs are influenced by market forces, including inflation, supply and demand, and shortages.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“Third-party sales for the Forged Wheels segment decreased $15, or 1%, in 2025 compared with 2024, primarily due to lower volumes in the commercial transportation market, partially offset by an increase in aluminum cost pass through.”

Annual report 2025A · The company itself

ITAB Shop Concept ABSector unknown

Driver · weakens · strength 2/3

“Många av koncernens kundavtal innehåller även klausuler som skyddar mot större förändringar i pris på råvaror. Väsentliga och långvariga prisökningar eller leveransstörningar av relevanta råvaror kan medföra att ITAB över tid behöver anpassa sitt arbetssätt och val av råvaror för att fortsätta ha ett attraktivt kunderbjudande.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Råvarupriser ITAB är beroende av råvaror såsom råmaterial och energi i sin produktion. Prisvariationer och leveransstörningar för dessa råvaror kan på kortare och längre sikt påverka produktionskostnader.”

Annual report 2024A · The company itself

Kempower OyjSector unknown

Input · weakens · strength 2/3

“Metals (steel, Al, Cu) 90.6% 81.1% Plastics 4.1% 18.5% Printed circuit boards 3.1% 0.3% Other (electronic components) 2.2% 0.2% Weight (tonnes) Material category 2025 2024 Products (including packaging) 3,779.0 3,136.8 Technical materials (manufactured goods and parts) Biological materials (materials not purchased) Total 3,779.0 3,136.8 The products category includes all resource inflows used in the assembly of Kempower’s products such as components, individual parts (e.g., screws and plugs), and packaging.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“The workers most likely to be materially impacted by social and human rights -related issues are those involved in the extraction of the minerals that are used in components, such as aluminum and copper, the production of components, as well as their transportation.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“CABU caustic soda contracts The Group is, to a certain degree, dependent on a limited number of key customers and renewal of key/material contracts with these customers, particularly related to caustic soda transportation. Lack of renewal of such contracts and unfavourable changes in trade flows and volumes may adversely affect the Group’s earnings and financial position.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“The key customers for the CABUs are mainly some of the world’s largest aluminium companies, many of them with investment grade rating.”

Annual report 2024A · The company itself

Lifco AB (publ)Sector unknown

Input · weakens · strength 2/3

“De komponenter och produkter som Lifco köper in består av legeringar eller metaller som stål och aluminium samt plastprodukter som tillverkats av råolja. Råvarorna har bearbetats i smältverk och crackinganläggningar.”

Annual report 2024A · The company itself

Munters Group ABSector unknown

Input · weakens · strength 2/3

“Genomfört under 2024 •Uppgradering av koncerngemensamma affärssystemet för bättre säkerhet och fler funktioner Fördelning råmaterial Stål 30% 22% 7% Koppar •Automatisering & digitalisering inom MPS •Förbättrad service genom automatiserade verktyg och implementering av den digitala plattformen Munters Academy Papper Aluminium 6% •Ansvarsfulla inköp och stark leveranskedja med målet att minska antalet leverantörer Ansvarsfulla inköp och stark leverantörskedja Polystyrene & Polypropylen 3% •Effektivare flöde genom integrerad process mellan försäljning och produktionsplanering Övrigt 32% Ansvarsfulla inköp kräver en stark leverantörskedja.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Munters produkter tillverkas med naturresurser såsom aluminium, koppar, stål och papper. Plast och glasfiber används också i vissa komponenter som företaget köper in eller tillverkar. För förpackningar används trä, kompletterat med kartong och plastfilm.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“De mest förekommande råmaterialen i Munters produkter, sett till vikt, är kolstål, aluminium och koppar. Dessa metaller är, om de demonteras och separeras, i stor utsträckning återvinningsbara.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Vi har som mål att minst 50 procent av vår totala inköpsvolym av stål, aluminium och polyesterfilterpåsar ska komma från återvunna källor senast 2030.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Stål, aluminium och polyester – Klimataspekter Våra huvudmaterial, stål, aluminium och polyester, står för närmare 65 procent av vår totala klimatpåverkan från inköpta material.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Beskrivning av leverantörskedjan Vår värdekedja uppströms avser främst leverans av produkter och komponenter som innehåller tre råvaror: stål, aluminium och polyester.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Våra åtaganden Förbättra resurseffektiviteten genom att: Göra mer av mindre Förlänga livslängden på våra produkter Använda mer återvunna material Huvudsakligt mål Minst 50 procent av vår totala inköpsvolym av stål, aluminium och polyesterfilterpåsar ska komma från återvunna källor senast 2030.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Den gröna omställningen accelererar, och divisionen är världsledande inom luftrening vid aluminiumåtervinning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Divisionen erbjuder även lösningar för luftrening inom metallåtervinning till ledande företag inom återvinning av bly, aluminium, tenn och andra metaller, samt för förbränning och värmeåtervinning.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“In the semiconductor manufacturing process, the primary raw materials used include silicon and a range of essential metals, such as aluminum, copper, tin, and silver. These raw materials are integral to the creation and functionality of semiconductor devices.”

Annual report 2024A · The company itself

NucorSector unknown

Market · strengthens · strength 2/3

“External customers purchasing non-ferrous scrap metal include aluminum can producers, secondary aluminum smelters, steel mills, and other processors and consumers of various non-ferrous metals.”

Annual report 2025A · The company itself

Otis WorldwideSector unknown

Input · weakens · strength 2/3

“Our reliance on suppliers (including third-party manufacturers) and commodity markets to secure the raw materials and components used in our products exposes us to volatility in the prices and availability of these materials.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“We are exposed to volatility in the prices of commodities used in some of our products and component parts, such as steel, aluminum and copper, among others.”

Annual report 2025A · The company itself

Parker HannifinSector unknown

Input · weakens · strength 2/3

“We primarily use steel, brass, copper, aluminum, nickel, rubber and thermoplastic materials and chemicals as the principal raw materials in our products.”

Annual report 2026A · The company itself

Input · weakens · strength 2/3

“Kritiske metaller og afhængighed af sårbare økosystemer (aluminium, kobber) Fysisk/transitionel Kritiske metaller som fx aluminium er forbundet med betydelige risici, fordi materialet er følsomt over for globale markedsforhold, politiske beslutninger og miljøreguleringer. Det kan føre til uforudsete omkostninger, forsinkelser og udfordringer med at leve op til bæredygtighedskrav.”

Annual report 2025A · The company itself

Sandvik AktiebolagSector unknown

Driver · strengthens · strength 2/3

“Fordonsindustrins övergång till elfordon ökar behovet av lättare material, till exempel aluminium, vilket i sin tur ställer krav på nya verktygssortiment och bearbetningslösningar.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“— BNP-tillväxt och resursintensiv industriutveckling — En växande medelklass — Metall och mineralpriser — Elektrifiering — Produktionsnivåer i befintliga gruvor och expansionsprojekt (orörd samt tidigare exploaterad mark) — Produktivitetsförbättringar och ny teknologi, till exempel automatisering och elektrifiering — Krav inom områdena miljö, hälsa och säkerhet Infrastruktur — BNP-tillväxt/urbanisering — Infrastrukturinvesteringar och utgifter — Statliga stimulansprogram — Produktion av ballastmaterial — Cementförbrukning — Infrastrukturinvesteringar och utgifter Gruvor Huvudsakligen globala konkurrenter som Epiroc, Caterpillar och Komatsu Mining.”

Annual report 2024A · The company itself

SempraSector unknown

Input · weakens · strength 2/3

“Our businesses import various materials, including steel and aluminum, and purchase foreign-sourced goods, such as electrical transformers, from domestic distributors. SI Partners also generates a material portion of its earnings from LNG exports to customers located outside the U.S., including countries in Asia and Europe.”

Annual report 2025A · The company itself

Skanska ABSector unknown

Input · weakens · strength 2/3

“Läs mer om datacenter på sidan 19. att minska koldioxidutsläppen från byggmaterial, alltifrån aluminium, yttertaksmaterial och mattor till innertaksplattor.”

Annual report 2024A · The company itself

STOREBRAND ASASector unknown

Driver · strengthens · strength 2/3

“Område Definisjon Tilnærming Scope Metode / Utslippsbane Avkarboniseringstiltak Status 2024 2025- mål 2030- mål Sirkulærøkonomi Andel komponenter i skadeoppgjør motor: Stål/ aluminium - Vi har god oversikt over vårt miljøfotavtrykk (klima og materialer), slik at tiltak igangsettes på områder der effekten er størst. - Vi har flyttet betydelige deler av oppgjørene fra den lineære til den sirkulære økonomien - Vi har prosjekter hvor vi, sammen med partnere, har utviklet sirkulære forretningsmodeller som er gjort tilgjengelige for andre - Våre leverandører skal enten sette vitenskapsbaserte mål, eller ta i bruk løsninger for gjenbruk og reparasjon. av verdikjeden Dialog med leverandører Myndighetsdialog 17,2 % 17 % 20 % Sirkulærøkonomi Andel komponenter i skadeoppgjør motor: Bruktandel reservedeler 48) - Vi har god oversikt over vårt miljøfotavtrykk (klima og materialer), slik at tiltak igangsettes på områder der effekten er størst.”

Annual report 2024A · The company itself

TCM Group A/SConsumer goods

Input · weakens · strength 2/3

“The Group relies on raw materials such as wood, steel, aluminium and plastics.”

Annual report 2025A · The company itself

VertivSector unknown

Input · weakens · strength 2/3

“Based on the outstanding balances of floating rate debt, net of interest rate swap agreements, our annual net interest expense would increase with increases in variable interest rates at December 31, 2025 and 2024 by approximately: Basis point change scenario +100 $ 10.8 $ 11.0 +200 21.5 21.9 Commodity Risk We are subject to commodity risk from fluctuating prices of certain raw materials, steel, copper and aluminum and electronic components.”

Annual report 2025A · The company itself

Vestas Wind SystemsRenewable energy

Input · weakens · strength 2/3

“Key inputs to Vestas’ value chain include raw materials, capital employed, energy and employee working hours.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“We use three basic raw materials in the manufacture of our products: elastomers (which include synthetic and natural material), aluminum and plastic.”

Annual report 2025A · The company itself

Xylem Inc.Sector unknown

Input · weakens · strength 2/3

“Parts, components and raw materials commonly used in our products include motors, fabricated parts, castings, magnets, bearings, seals, batteries, printed circuit boards ("PCBs") and electronic components, including semiconductors, as well as commodities, including steel, brass, nickel, copper, aluminum, rare earth minerals and plastics.”

Annual report 2025A · The company itself

Brown–FormanSector unknown

Input · weakens · strength 1/3

“Our most significant commodities exposures include natural gas, wood, corn, malted barley, aluminum, agave, and rye.”

Annual report unknown yearA · The company itself

Glaston Oyj AbpSector unknown

Input · weakens · strength 1/3

“Glaston purchases electrical and metal components primarily from suppliers located in close proximity to the production plants.”

Annual report 2025A · The company itself

Input · weakens · strength 1/3

“Due to its capital structure and the nature of its operations, the group is exposed to the following nancial risks: market risk (including foreign exchange rate risk, raw material price risk, and interest rate risk), credit risk as well as liquidity and capital management risk.”

Annual report 2024A · The company itself

Nolato AktiebolagSector unknown

Input · weakens · strength 1/3

“Nolato använde under året 1 342 ton metaller, metaller används exempelvis i en del produkter som ingjuts.”

Annual report 2024A · The company itself

PaccarSector unknown

Input · weakens · strength 1/3

“Commodity Price Risks - The Company enters into commodity forward contracts to hedge the prices of certain commodities used in the production of trucks (see Note P for additional information concerning these hedges). The objective is to reduce the fluctuation in earnings and cash flows associated with adverse movement in commodity prices.”

Annual report 2025A · The company itself

Input · weakens · strength 1/3

“Table of Contents Overall Composition of Invested Assets Invested assets as of December 31, 2025, were predominantly high quality and broadly diversified across asset class, individual credit, industry and geographic location. Asset allocation is determined based on cash flow and the risk/return requirements of our products. As shown in the following table, the major categories of invested assets are fixed maturities and mortgage loans.”

Annual report 2025A · The company itself