OLN · CIK 74303
What Olin Corporation told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for OLN. More may follow as additional filings are processed.
In its own words
What could break it.
Commodity & input dependence
- electricity, salt, ethylene, methanol (chlor-alkali raw materials)medium
Chlor Alkali/Vinyls depends on electricity (largest single input, ~76% from natural gas/hydro), salt, ethylene and methanol; Winchester also faces commodity metal and propellant cost swings.
“Electricity, salt, ethylene and methanol are the primary raw materials for our products. Electricity is the single largest raw material component in the production of Chlor Alkali Products and Vinyls products.”
Customer concentration
- U.S. military / government (Winchester ammunition)medium
Winchester increasingly depends on U.S. military customers and military project revenue ($250.4M of the 2025 sales increase) and the U.S. Government and its prime contractors; defense demand/budget shifts drive Winchester results.
“The sales increase was due to higher sales to military customers and military project revenue ($250.4 million), partially offset by lower sales to commercial customers ($200.2 million) and law enforcement agencies ($9.2 million).”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“set the foundation for broader collaboration between Plug and Olin. The joint venture's 15-ton-per-day hydrogen production plant in St. Gabriel, Louisiana commenced operations in April 2025.”
Cited →
Its suppliers
“Hidrogenii is owned 50% by Plug Power LA JV, LLC, a wholly owned subsidiary of Plug Power, Inc. and 50% by Niloco Hydrogen Holdings LLC, a wholly owned subsidiary of Olin Corporation, which is accounted for using the equity method.”
Cited →
In the MyPRIA app, this is checked against the companies you actually own.
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