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Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
On 24 July 2026 Commerce's International Trade Administration published the preliminary results of the first full five-year ("sunset") review of the countervailing duty order on phosphate fertilizers from Morocco (case C-714-004, in force since 2021). Commerce preliminarily determined that revoking the order would likely lead to continuation or recurrence of a countervailable subsidy to OCP Group at a rate of 20.04% ad valorem — well above OCP's most recent administrative-review rate of 16.81% and the 2.11% rate that applied after a December 2025 court remand. The review is procedural and does not itself change the duty currently being collected; it addresses whether the underlying CVD order survives long-term, separate from the temporary emergency AD/CVD duty-free window the White House granted on 29 June 2026.
On 29 June 2026 the US President declared an emergency under Section 318(a) of the Tariff Act of 1930 (19 U.S.C. 1318(a)) over "threats to the availability of sufficient supplies of fertilizers to meet expected agricultural demand" and suspended collection of duties and estimated-duty deposits under 19 U.S.C. §§1671, 1675 and 1677j — the countervailing and antidumping statutes — on phosphate fertilizer imports from Morocco. The suspension runs for the earlier of eight months from the proclamation date or termination of the emergency, and effectively lifts the AD/CVD wall (already reduced to a 2.11% CVD rate by a December 2025 Court of International Trade remand in the OCP case) on Moroccan phosphate imports. Morocco (OCP Group) holds roughly 70% of world phosphate-rock reserves and is the single largest external phosphate-fertilizer source into the US farm supply chain.
On 4 February 2026, in Washington, DC, the United States and the Kingdom of Morocco signed an intergovernmental Memorandum of Understanding to cooperate on critical-mineral and rare-earth supply chains, covering exploration, extraction, processing, and downstream investment. The MoU was one of eleven founding-member bilateral instruments signed simultaneously at the inaugural FORGE (Forum on Resource Geostrategic Engagement) Critical Minerals Ministerial hosted by Secretary of State Marco Rubio. Morocco holds approximately 70-75% of the world's known phosphate reserves and is a globally significant cobalt, copper, and nickel producer; the framework explicitly aims to attract Western investment into Moroccan downstream processing capacity rather than raw-mineral export.
On 11–12 December 2025, China's National Development and Reform Commission (NDRC) convened a special meeting with major phosphate fertiliser producers, traders, and industry associations, instructing them to suspend phosphate fertiliser exports in principle until August 2026 to concentrate supply on the domestic market and stabilise prices ahead of the 2026 spring planting season. The measure covers diammonium phosphate (DAP), monoammonium phosphate (MAP), triple superphosphate (TSP), and compound NPK fertilisers. China supplied roughly 40% of global phosphate fertiliser exports before the ban; Chinese export volumes in Q1 2025 fell to ~111,000 t versus a three-year average of 785,000 t for the same period.
Regulation (EU) 2023/1115, adopted 31 May 2023 and in force 29 June 2023, requires all EU operators and traders placing seven in-scope commodities and their derived products on the EU market — or exporting them from the EU — to file due-diligence statements certifying that goods are deforestation-free (no land cleared after 31 December 2020) and produced in compliance with the relevant legislation of the country of origin. A Commission-administered risk-classification system assigns producer countries to low, standard, or high-risk tiers with differentiated due-diligence burdens. Application was subsequently postponed twice: to 30 December 2026 for large operators (Reg (EU) 2024/3234 and Reg (EU) 2025/2650).