Supplier Due Diligence

a practical field guide for mineral traders

1 Why bother?

One fake bill of lading, one under-spec cargo, or one sanctioned counter-party can wipe out an entire trade margin.
Systematic due-diligence up front costs a few hundred dollars and a few days; cleaning up a failed shipment can cost hundreds of thousands and ban you from key markets.


2 The “5-panel” due-diligence model

PanelCore questionsTypical evidence
Legal existence & authorityAre they who they claim? Are they authorised to export the commodity?Business licence, tax ID, chamber of commerce print-out; mining or export permit; board resolution if signing under seal
Financial health & capacityCan they finance ore extraction, pay port fees, survive payment gap?2-year audited accounts, bank reference, D-U-N-S score, proof of warehouse or processing line
Product quality & technical capabilityCan they deliver grade, tonnage, packaging?Recent SGS/CCIC/Intertek assay, flow-sheet, capacity statement, previous inspection photos, in-house lab certificates
Compliance & reputationAre they clean on sanctions, AML, corruption, ESG?World-Check / OFAC scan, adverse-media search, ISO 14001 & 45001 certificates, sustainability or CSR report
Operational reliabilityDo they actually control the mine or stockpile? How do they load?Site-visit report, drone imagery, weighbridge calibration log, draft SOP for sampling & moisture control

3 Step-by-step playbook

  1. Desktop verification (48 h)

    • Search company registry, export-permit lists, OpenCorporates.

    • Run owners & directors through OFAC, EU, UN, UK sanctions lists.

    • Pull a credit report (Dun & Bradstreet, CreditSafe).

  2. Document harvest (3–5 days)

    • Ask for PDF versions of:
      – Business licence, articles of association, tax certificate
      – Mining title or trading licence matching HS code
      – Last two SGS/Intertek assays for the exact product
      – Customer references with invoice & BL numbers redacted

  3. Phone/video interview

    • Confirm plant location, nearest port, loading method, available packing.

    • Have them hold up today’s newspaper in the warehouse during a short video call—fast authenticity filter.

  4. Third-party site audit (optional for small lots, mandatory for long-term offtake)

    • Local inspection agency spends half a day on-site.

    • Checklist: ore stock size, moisture cover, ROM grade pile vs finished stock, safety conditions, weighbridge serial numbers.

  5. Sample chain-of-custody

    • Intertek inspector draws & seals a 5 kg composite; lab-split goes to your nominated lab and their lab.

    • Cross-match results; ±10 % relative allowed on key metals, ±0.2 % on moisture/LOI.

  6. Risk scoring & decision

    • Score each panel 1(low)-5(high).

    • Any single “5” = either fix the gap or walk away.

    • Aggregate ≤12 → proceed under standard LC; 13–18 → require 20 % performance bond; >18 → reject or demand prepaid shipment.


4 Red-flag triggers

Red flagTypical fallout
Director listed in Panama Papers or on “PEP” listHeightened AML/KYC — require enhanced banking controls
Mining licence “under renewal”Cargo may be seized by customs at export gate
Only photocopiedRapid
Assay sheets older than 12 monthsOre body may have moved grade bands; insist on fresh sample
Refusal to allow third-party inspectorWalk away — you will have no defence in a future dispute

5 Contract clauses that lock the diligence into the deal

  • Quality tolerance & umpire lab — specify two primary labs + one umpire in advance.

  • Performance guarantee — bank guarantee or standby LC for 10–20 % cargo value, callable on quality or delivery failure.

  • Right of audit — purchaser may visit mine or warehouse with 72 h notice.

  • Force-majeure carve-out excludes licence revocation or sanctions; those are supplier risk.


6 Cost & time benchmarks (for one new supplier)

TaskTypical costCalendar time
Credit / sanctions reportUSD 100–250Same-day
Third-party on-site auditUSD 900–1 200 + travel3–5 days scheduling
Independent composite assay (Sb or Au ore)USD 250–4004–6 days lab
Lawyer review of licence packUSD 300–6002 days

Total ≈ USD 1 500—cheap insurance against a bad 40 ft container worth USD 80 000+.


7 Key take-aways

  • Run a five-panel check: legal, financial, technical, compliance, operational.

  • A half-day site audit & chain-of-custody sample is the single most effective fraud filter.

  • Hard-wire diligence findings into the sales contract (performance bond, umpire labs, audit rights).

  • Document everything—if a dispute lands in arbitration, the timestamped diligence file is your first line of defence.

Follow this routine and you drastically cut the odds of stuck cargo, quality claims, or regulatory headaches in your cross-border mineral trades.