Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only TX 0

None

Shared 0

No disclosed counterparties: TX.

Only GGB 2

PBRPetrobrassupplier

—Montevideo Gasunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

TXTernium S.A.

49.30+1.35%· post 49.30

Mkt cap$9.9B

GGBGerdau S.A.

4.39−0.11%· post 4.39

ClosedNov 6 '26

Mkt cap$3.1B

vs

Compare

ClosedNov 6 '26

TXTernium S.A.

vs

GGBGerdau S.A.

49.30+1.35%post 49.30

Price

4.39−0.11%post 4.39

$9.9B

Mkt cap

$3.1B

TX compared with GGB: revenue, margins and what each company keeps, and the suppliers and customers both name