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Ganfeng Lithium Co.

1772·critical-minerals·🇨🇳 China·

World's largest lithium chemical producer. 46.5% Cauchari-Olaroz (Argentina, largest brine op) + 67% PPG basin JV (Argentina). Also Sonora (Mexico) hard-rock. Core node in cn-outbound-mining-fdi theme; CRMA Article 24 upstream exposure for EU battery OEMs.

Policy outlook · threats, impact & strategy→

—

Tracked, not scored

Register mentions

273

Last action

30 Sept 2026

Mentions, 12m

126

No scored critical-mineral exposure profile exists for this company yet — it is tracked only through 273 policy-register mentions.

Policy measures, last 24 months

19842 restrictive · 29 supportive · 127 neutral

🇺🇸 US accounts for 21% of severity-weighted pressure. Regulatory focus shifted from 🇺🇸 US to 🇨🇳 CN in 2026Q3.

Australia — Treasurer's FATA s.69(2) orders direct six China-linked investors to divest 1.68 billion Northern Minerals shares (Orders (No. 1) 2026)🇦🇺 headwind sev 5

China State Council Order 834 — Provisions on Industrial Chain and Supply Chain Security🇨🇳 headwind sev 5

EU FDI Screening Regulation revision — Council–Parliament political agreement (revision of Regulation (EU) 2019/452)🇪🇺 headwind sev 5

See all in the register →

195 more (top 17 shown, ranked)ShowHide

EU RESourceEU Action Plan (COM(2025) 945 final) — €3bn / European CRM Centre / IMERA activation🇪🇺 sev 5

US-China Economic and Trade Arrangement (Busan Summit) — one-year mutual suspension of reciprocal tariff escalation, China rare-earth/critical-minerals export controls, and US affiliates rule; soybean and agricultural purchase commitments🇺🇸 headwind sev 5

US One Big Beautiful Bill Act (P.L. 119-21): accelerated repeal of IRA clean-energy credits and FEOC restrictions on §45Y/§48E/§45X🇺🇸 headwind sev 5

Ukraine Verkhovna Rada ratifies US-Ukraine Reconstruction Investment Fund Agreement (draft law 0309) and amends Budget Code (draft law 13256) to channel half of new-licence subsoil royalties and PSA revenues into the joint fund🇺🇦 sev 5

Bolivia YLB–Hong Kong CBC USD 1.0bn lithium-carbonate services contract (Salar de Uyuni, 35kt/yr DLE)🇧🇴 headwind sev 5

China NDRC blocks Zijin Gold's US$5.5B Allied Gold takeover over Mali risk; replaced with US$295M 9.2% stake🇨🇳 headwind sev 4

US DoD Section 1260H CMIC List Expansion — 65 Entities Added Including CATL, BYD, Alibaba, Baidu, NIO🇺🇸 headwind sev 4

Australia FIRB Further Reform — Low-Risk Fast-Track, Enforcement Powers, and Sensitive-Sector Screening Expansion🇦🇺 sev 4

Mozambique mining-sector reform bill (INAMI public consultation): 15% state stake, raw-mineral export ban, 25-year concessions, 10% local-development levy🇲🇿 headwind sev 4

EU and US sign MoU on a strategic partnership on critical minerals🇪🇺 sev 4

Japan METI 'Manufacturing Base Strengthening Report' interim summary (Study Group on Strengthening Manufacturing Base in Light of Geopolitical Risks)🇯🇵 sev 4

Japan–United States Critical Minerals Project Cooperation Joint Fact Sheet🇯🇵 sev 4

United States-Japan Action Plan for Critical Minerals Supply Chain Resilience (border-adjusted price-floor plurilateral)🇺🇸 sev 4

Canada launches CAD 2bn Critical Minerals Sovereign Fund (CMSF)🇨🇦 sev 4

Romania — Ordonanța de Urgență nr. 8/2026: Economic Relaunch, Productive Investment and Competitiveness🇷🇴 tailwind sev 4

US-Indonesia Agreement on Reciprocal Trade (ART) — 19% tariff cap, removal of Indonesian critical-mineral export restrictions, Freeport Grasberg licence extension, ~USD 33bn commercial package🇺🇸 tailwind sev 4

Canada's first Defence Industrial Strategy (DIS) — Build–Partner–Buy framework + ~CAD 500bn 10-year mobilisation🇨🇦 sev 4

Upcoming activations

3measures with a future effective date

Canada–Germany Joint Statement on Critical Minerals31 Dec 202686d

Mongolia Draft Law on Supporting Critical Minerals Projects + Minerals Law Amendments Package 2025-2631 Dec 202686d

Australia FIRB Further Reform — Low-Risk Fast-Track, Enforcement Powers, and Sensitive-Sector Screening Expansion1 Jan 202787d

Policies in discussion

9most advanced: TRILOGUE

Ukraine Verkhovna Rada ratifies US-Ukraine Reconstruction Investment Fund Agreement (draft law 0309) and amends Budget Code (draft law 13256) to channel half of new-licence subsoil royalties and PSA revenues into the joint fundDRAFTsev 5

Mozambique mining-sector reform bill (INAMI public consultation): 15% state stake, raw-mineral export ban, 25-year concessions, 10% local-development levyCONSULTATIONsev 4

Mongolia Draft Law on Supporting Critical Minerals Projects + Minerals Law Amendments Package 2025-26DRAFTsev 3

5 more of 6ShowHide

India MoEFCC Office Memorandum — Exemption of Atomic, Critical and Strategic Mineral Mining Projects from EIA Public ConsultationCONSULTATIONsev 3

South Africa Mineral Resources Development Bill (MRDB) 2025 — MPRDA amendment gazetted for public commentCONSULTATIONsev 3

Papua New Guinea Mining Bill 2025 — Public Consultation DraftCONSULTATIONsev 3

EU Council General Approach on CRMA Amendment — RESourceEU Trilogue MandateTRILOGUEsev 2

Brazil Portaria MME nº 891/2026 — Public Consultation on Plano Nacional de Mineração 2050 (PNM 2050)CONSULTATIONsev 2

ETF hosts

26funds with sector exposure to this company

VanEck Rare Earth / Strategic Metalscritical-minerals70.0%

Global X Lithium & Battery Techev-batteries, critical-minerals65.0%

PICKcritical-minerals50.0%

3 more of 23ShowHide

Global X Uraniumcritical-minerals40.0%

XMEcritical-minerals40.0%

COPXcritical-minerals40.0%

Last register action 30 Sept 2026 · 126 in the last 12 months.