# Who does Asahi Kasei pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/asahi-kasei · Facet: suppliers · Updated: 2026-07-12T04:50:22.079+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Asahi Kasei discloses no named confirmed suppliers/cost counterparties; 2 relationships are tracked as undisclosed/aggregate. Per the valuechain.wiki graph: 2 cost edges, backed by 2 dated sources, 0 of them primary filings (as of 2026-07-12).

### AKBSA 북미 분리막 생산기지 (노스캐롤라이나·캐나다) (high)
- note: The capital axis of the separator re-rating thesis — Asahi Kasei invests heavily via its AKBSA subsidiary in a Charlotte, North Carolina coating plant and an integrated base in Ontario, Canada. A strategic investment pre-building North American EV-separator capacity for IRA/localization demand, with the 2027 supply to Toyota Tsusho the basis for turning it into revenue.
- [confirms] Asahi Kasei (EN, filing, published 2026-05-12) https://www.asahi-kasei.com/content/dam/asahi-kasei/us/en/ir/library/financial-briefing/pdf/mar2026.pdf: "North American separator production base (AKBSA) under construction for automotive-battery supply."

### 석유화학 원료·폴리올레핀 (기반 마테리얼) (mid)
- note: Separators (microporous polyethylene film) and the chemicals business consume petrochemical feedstock and polyolefin resins; Asahi Kasei operates a basic-materials petrochemical chain exposed to feedstock prices. Specific suppliers undisclosed.
- [confirms] Asahi Kasei IR (JA, ir, published 2025-05-09) https://www.asahi-kasei.com/jp/ir/library/financial_briefing/pdf/2503_analyst.pdf: "The company is accelerating structural transformation of its basic-materials petrochemical-chain businesses and notes exposure to feedstock and market-price swings."

### 분리막 증설 설비투자 (북미·캐나다, 비공개 조달) (mid)
- note: The separator business carries large capacity capex, including the Charlotte, North Carolina coating plant and an integrated plant in Canada; equipment, construction and energy are cost and investment inputs, with specific vendors undisclosed.
- [confirms] Asahi Kasei (EN, ir, published 2025-07-31) https://www.asahi-kasei.com/news/2025/e250731.html: "AKBSA is building a coating facility in Charlotte, North Carolina, and Asahi Kasei is also advancing a Canadian separator plant announced in May 2024 to meet North American demand."

Reverse side: https://valuechain.wiki/asahi-kasei/customers.md · Ripple: https://valuechain.wiki/asahi-kasei/ripple.md

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