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LG Electronics Inc.
Group exposure score is 80 including 1 tracked subsidiary — standalone is 67.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
LG's Vehicle Solution (VS) Company supplies its next-gen In-Vehicle Infotainment (IVI) system to Renault for the Megane E-TECH Electric, debuted 2022. No volume or revenue share disclosed; distinct from the separate LG Magna e-Powertrain JV, whose Renault/Stellantis motor-inverter supply is reported in trade press but not confirmed here by a primary source. Re-checked 2026-09-20 (wake-minerals-buyers, step 0.5): source_url still live, still states the claim verbatim -- confirmed, no change.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇻🇳 VN accounts for 57% of severity-weighted pressure.