Loading…
Loading…
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.
Décret n° 2023-1293 of 28 December 2023 and the accompanying Arrêté of the same date amend France's foreign-investment control regime (Code monétaire et financier, Art. R.151-3 list of sectors requiring prior authorisation). They add activities of extraction, transformation and recycling of critical raw materials, and activities essential to the security of penitentiary establishments, to the controlled sectors; make permanent the control on crossing the 10% voting-rights threshold in listed companies by non-European investors; and extend control to takeovers of French branches of foreign entities carrying out a sensitive activity. The changes entered into force on 1 January 2024.
Regulation (EU) 2023/1542 establishes a comprehensive EU statutory framework for all battery categories (portable, SLI, LMT, EV, industrial), imposing supply-chain due-diligence obligations for cobalt, lithium, nickel, and natural graphite; mandatory recycled-content thresholds; carbon-footprint declarations; a digital battery passport; and ambitious collection and recycling-efficiency targets, with rolling application dates running from February 2024 through August 2036. It repeals Battery Directive 2006/66/EC and applies to every economic operator placing batteries on the EU market, binding every EV, consumer-electronics, and stationary-storage supply chain that relies on DRC cobalt, Australian/Chilean lithium, Indonesian/Philippine nickel, and Chinese/Mozambican graphite.
France's first dedicated critical-minerals industrial-finance instrument: a €500m state contribution to a critical metals and rare materials investment fund, jointly announced by the Ministry of the Economy and the Ministry of Ecological Transition on 11 May 2023, targeting €2bn total fundraising including private capital. Managed by InfraVia Capital Partners with Caisse des Dépôts as state operator, the fund invests as minority partner across extraction, processing and recycling — in France, Europe and globally — prioritising off-take agreements for French and European industry. The fund operationalises the Stratégie Nationale Métaux Critiques framework (Varin Report delivered 10 January 2022) alongside the OFREMI critical-minerals observatory at BRGM and the inter-ministerial delegate for strategic-metals supply security.
On 20 April 2023, President Gabriel Boric announced Chile's National Lithium Strategy ("Estrategia Nacional del Litio") in a national broadcast from La Moneda. The strategy mandates state majority participation in projects deemed strategic for the country and creates a state-owned National Lithium Company ("Empresa Nacional del Litio", subject to Congressional approval) covering the full productive cycle from exploration through battery cell assembly and recycling. In the interim, the existing state-owned firms Codelco (copper) and ENAMI take the lead — Codelco for the Atacama salar (where SQM and Albemarle operate under existing leases) and ENAMI for the Maricunga salar. The strategy also commits to a network of protected salt flats targeting 30% protection by 2030 and promotes new lower-impact extraction technologies (notably direct lithium extraction, DLE). The full policy document "Estrategia Nacional del Litio — Por Chile y su Gente" was published by the Ministry of Economy on 15 June 2023.