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What they make, where they produce, the materials that matter — then what is coming, what it would do to the business, and the moves available. Sector: chemicals. Company profile →
Sumitomo Chemical (TSE: 4005) is a large-cap Japanese diversified chemicals group operating across four reporting sectors: Essential & Green Materials (synthetic resins, alumina, rubber), ICT & Mobility Solutions (photoresists, compound semiconductor materials, battery separator materials), Agro & Life Solutions (pesticides, feed additives), and Advanced Medical Solutions (including its majority-held Sumitomo Pharma). The ICT & Mobility Solutions segment is the primary source of critical-mineral exposure, making it a direct materials supplier to the semiconductor and EV-battery supply chains. Note: battery cathode (positive-electrode) material production — NMC/NCA chemistries requiring cobalt, nickel, and manganese — belongs to the separately-listed Sumitomo Metal Mining Co.
, Ltd. (5713.T), a Sumitomo-group sister company, not to Sumitomo Chemical; cobalt/nickel/manganese were removed from this dossier's exposure list on 2026-08-28 re-verification because no current Sumitomo Chemical product line was found to substantiate them.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Sumitomo Chemical Co., Ltd. produces — approximate output shares from its dossier — not where it sells. Sales geography is not yet in our corpus for any company, so we cannot compute exposure to measures that bite on where products ship: an extraterritorial re-export rule follows the shipment and its material content, not the factory. Where such a measure touches its materials, the policy sections below flag it — but its sales-side incidence is not computable yet, and we say so rather than substitute the production map for it.
Of everything in its products, we track the critical inputs — the materials whose supply is concentrated in few countries, policy-exposed, or hard to substitute — because those are the ones a single measure can move. Each carries its role in the product, quoted from the dossier's own exposure note.
Silicon — Photoresists and semiconductor processing chemicals sold into advanced-node fabs rely on high-purity silicon-based precursors; Sumitomo Chemical announced (Feb 26, 2025) expansion of photoresist development/evaluation facilities at Osaka Works for advanced-node (including EUV) processes, and (Apr 9, 2026) a further integrated Osaka fac…
Lithium — Sumitomo Chemical's current ICT & Mobility Solutions battery-materials line is the PERVIO™ heat-resistant Li-ion separator (plus High Purity Alumina used as a separator coating), not cathode materials. Per a November 2025 restructuring announcement, the company is ceasing PERVIO production at its Ohe Works (Niihama, Japan) by end of Ma…
Aluminium (alumina) — The Essential & Green Materials / ICT & Mobility segments produce High Purity Alumina (HPA) used as ceramic parts in semiconductor manufacturing equipment and as a coating material for Li-ion battery separators. This ultra-high-purity grade is a distinct supply-chain exposure separate from commodity aluminium.
Scope. The non-critical remainder of the bill of materials — structural steel, polymers, glass and the like — is not tracked here because it is not supply-constrained: this section covers the constrained inputs, which is where policy risk concentrates, not a full bill of materials.
The top 5 are ranked mechanically — what the instrument does (its transmission class: an export ban is not a reporting duty), × how close to law (stage-derived likelihood band, never a probability) × how much of your tracked bill of materials it touches. Each unfolds as a chain: trigger → what it hits → the response the instrument actually calls for. A measure touching a material you produce can be an opportunity, not a threat.
GN · stage passed-vote → high likelihood · touches aluminium · flagged 10 Sept 2026, 26d pending
On 6 August 2026, at a ceremony at the Petit Palais of the Presidency chaired by Djiba Diakité (Minister Chief of Staff, chair of the Simandou 2040 Strategic Committee), Guinea's wholly state-owned Nimba Mining Company (NMC SA) signed its first mining convention, covering bauxite extraction at Tinguilinta and export via the Port of Kamsar — a 690. 20 km² concession in Boké Prefecture, 25-year term, refinery requirement, no tax exemptions. This operationalises NMC, which was created by the 5 August 2025 presidential decree revoking GAC/EGA's bauxite concession (already filed: 2025-08-05-guinea-presidential-decree-gac-nimba-mining-sa) — since start-up NMC has extracted ~5 Mt bauxite, exported ~4 Mt in 2026, and the Mines Ministry projects 8-10 Mt for 2026, 12 Mt 2027, 14 Mt 2028. Executive-signed and in force operationally, but multiple outlets state the convention text still requires National Transition Council ratification before Journal Officiel publication — parked on axis 2 rather than filed as enacted pending that primary text. Guinea = priority-tier chokepoint (bauxite, ~world's top exporter).
source ↗Aluminium (alumina) — The Essential & Green Materials / ICT & Mobility segments produce High Purity Alumina (HPA) used as ceramic parts in semiconductor manufacturing equipment and as a coating material for Li-ion battery separators. This ultra-high-purity grade is a distinct supply-chain exposure separate from commodity aluminium.
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
aluminium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
MW · stage passed-vote → high likelihood · touches aluminium · flagged 13 Aug 2026, 54d pending
President Peter Mutharika signed an executive order (dated 23 Oct 2025, effective 21 Oct 2025, announced at Sanjika Palace during a cabinet swearing-in) prohibiting the export of raw/unprocessed minerals extracted in Malawi — uranium, rare earth elements, niobium, graphite, tantalum, bauxite, coal, limestone, gemstones, heavy mineral sands, vermiculite, phosphate, rutile, gold, diamonds, copper and others — with an exemption for minerals processed/refined/value-added domestically per Malawian mining law. Announced alongside a suspension of new mining-licence issuance and a review of mining laws (2026/27 State of the Nation Address), plus a planned sovereign wealth fund. Stated rationale: local beneficiation, targeting up to USD 500m/yr once the Kasiya rutile/graphite deposit (Lilongwe) and Kangankunde rare-earth project (Balaka, Mkango Resources — Africa's prospective first new REE mine since 2017, targeting late-2026 production) are fully developed. Violators face fines/penalties under Malawian law. MW is currently the THINNEST country in the register (1 prior action) despite this breadth of minerals covered. Export-ban/beneficiation-mandate, same instrument class as Zimbabwe's SI 213/2022 raw-mineral bans and Guinea's 2026 gold-export ban already in the register.
source ↗Aluminium (alumina) — The Essential & Green Materials / ICT & Mobility segments produce High Purity Alumina (HPA) used as ceramic parts in semiconductor manufacturing equipment and as a coating material for Li-ion battery separators. This ultra-high-purity grade is a distinct supply-chain exposure separate from commodity aluminium.
The prohibition covers the raw/unprocessed form; material processed in Malawi stays exportable under the order's own exemption — so a Malawi processing route remains open alongside the alternatives below.
aluminium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
GH · stage passed-committee → elevated likelihood · touches lithiumaluminium · flagged 17 Jun 2026, 111d pending
Cabinet-cleared bill to replace the 2006 Minerals and Mining Act, Act 703: raises mining royalties from current 3–5% range to 9–12% (price-linked sliding scale), introduces a new medium-scale mining licence category bridging artisanal and large-scale operations, mandates district-level community and traditional-authority consultation before applications reach national regulators, scraps unlimited concession renewals (currently indefinitely renewable), and strengthens Ghanaian ownership provisions; National Mining Policy approved by Cabinet simultaneously; affects Newmont (Ahafo/Akyem), AngloGold Ashanti, Kinross (Chirano), Gold Fields (Tarkwa, post-Damang reversion), and Atlantic Lithium (Ewoyaa lithium project); royalty more than doubles at current gold prices — material cost increase for large-scale operators
source ↗Lithium — Sumitomo Chemical's current ICT & Mobility Solutions battery-materials line is the PERVIO™ heat-resistant Li-ion separator (plus High Purity Alumina used as a separator coating), not cathode materials. Per a November 2025 restructuring announcement, the company is ceasing PERVIO production at its Ohe Works (Niihama, Japan) by end of Ma…
Aluminium (alumina) — The Essential & Green Materials / ICT & Mobility segments produce High Purity Alumina (HPA) used as ceramic parts in semiconductor manufacturing equipment and as a coating material for Li-ion battery separators. This ultra-high-purity grade is a distinct supply-chain exposure separate from commodity aluminium.
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
aluminium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
GN · stage in-consultation → moderate likelihood · touches aluminium · flagged 16 Jun 2026, 112d pending
Guinea = world's #2 bauxite producer (183 Mt exported in 2025, ~45% of China's bauxite imports); Mines Minister Bouna Sylla confirmed in March 2026 that export volume curbs will be applied by early April 2026 to halt a ~50% price collapse from 2025 overproduction; target cap ~150 Mt/yr (≈18% reduction from 2025 actual); enforced via licence compliance — operators exceeding feasibility-study production ceilings face volume restrictions, not an outright export ban; formal policy instrument expected June 2026 per Bloomberg/Mining. com; mechanism: production-cap enforcement rather than new legislation, but a ministerial arrêté is the likely vehicle
source ↗Aluminium (alumina) — The Essential & Green Materials / ICT & Mobility segments produce High Purity Alumina (HPA) used as ceramic parts in semiconductor manufacturing equipment and as a coating material for Li-ion battery separators. This ultra-high-purity grade is a distinct supply-chain exposure separate from commodity aluminium.
aluminium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
BR · stage passed-vote → high likelihood · touches lithium · flagged 19 Jun 2026, 109d pending
First federal statutory framework for critical and strategic minerals; establishes CMCE oversight committee, R$2B Mineral Activity Guarantee Fund (0. 2% gross revenue levy on critical-mineral companies), mandatory 0. 3% gross revenue R&D investment, 20% tax credits for domestic mineral transformation projects; limits raw-mineral exports where domestic processing capacity exists; covers niobium explicitly (CBMM/CMOC supply ~85% of global niobium — Brazil is a structural chokepoint); Chamber passed 343-97 on 7 May 2026, Senate review pending
source ↗Lithium — Sumitomo Chemical's current ICT & Mobility Solutions battery-materials line is the PERVIO™ heat-resistant Li-ion separator (plus High Purity Alumina used as a separator coating), not cathode materials. Per a November 2025 restructuring announcement, the company is ceasing PERVIO production at its Ohe Works (Niihama, Japan) by end of Ma…
This changes the form of what Brazil exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your Brazil-origin raw feed becomes processed-only; the route is a value-added purchase or a Brazil processing partner, not a supplier switch.
Brazil supplies 4.1% of world lithium mining — that is the stake if its terms tighten.
Secondary — only if you need to avoid Brazil entirely: lithium supply outside BR is 🇦🇺 AU 34%, 🇨🇳 CN 22%, 🇨🇱 CL 20% (shares renormalised after removing BR).
Council's general approach expands the Commission's proposed downstream scope further (more products than Commission proposed); mandates annual Commission review for future scope additions; adds anti…
Royalty near-triples on Manono lithium project (Zijin Mining/La Cominière, DRC's first industrial lithium mine commissioning June 2026) and all DRC tantalum, niobium, tungsten, uranium, REE operators…
Minister of Mines, Petroleum and Energy Mamadou Sangafowa-Coulibaly formally launched the revision of Côte d'Ivoire's 2014 Mining Code on 13 June 2026, standing up an expert team drawn from his minis…
Madagascar's Council of Ministers approved resumption of mining-permit issuance on ~28-29 Jan 2026, ending a moratorium in place since 2010 (imposed during a political transition amid mining-title sp…
Chinese battery-materials major Zhejiang Huayou Cobalt (603799.
The same Finance Bill 2026/27 already tabled (Parliament-passed 23 June 2026, effective 1 July 2026) inserts a NEW export levy of "10% of the FOB value of the cargo OR TZS 200 per kilogram, whichever…
Establishes the first legally binding "safe level" benchmark for EU strategic stocks of each of the 17 strategic raw materials listed in the CRMA Annex I; benchmarks used as reference by Member State…
Prohibits raw mineral exports unless 30% value-addition achieved domestically; affects Chinese mining companies (dominant in Nigerian critical minerals sector), Western offtake agreements, and all fo…
Gold mining royalties rise from 3-5% to 9-12% sliding-scale (price-indexed); mining lease maximum cut 30→15 years with renewals limited to 2×10-year additional terms; Development Agreements and Inves…
~25% reduction in Guinea's annual bauxite shipments to China (150 Mt target vs.
Extends the Carbon Border Adjustment Mechanism from the existing Regulation (EU) 2023/956 sectors (steel, aluminium, cement, fertilisers, hydrogen, electricity) to approximately 180 downstream produc…
On 18 March 2026 Guinea's Minister of Mines Bouna Sylla told Reuters that Guinea — the world's top bauxite exporter (~40% of global seaborne supply, 2025 exports ~183 Mt, +25% y/y) — would reduce exp…
Guinea — the world's largest bauxite exporter (~single-largest feed to China's alumina/aluminium chain) — is preparing a sector-wide measure to CAP/reduce bauxite exports to stabilise falling prices…
On 28-Nov-2025 European Metals Holdings announced the Czech government approved a grant of up to EUR 360M under the Ministry of Industry and Trade's "Strategic Investments for a Climate-Neutral Econo…
In March 2026 the outgoing Boric administration reportedly fast-tracked and submitted to the Contraloría General de la República (Chile's comptroller) a batch of ~5 further Contratos Especiales de Op…
Draft law amending Morocco's 2015 Mining Code (led by the Ministry of Energy Transition and Sustainable Development, Minister Leila Benali), with public consultations reported open since ~Feb 2025.
Mongolia's cabinet approved and submitted to the State Great Khural a draft amending ~40% of the 2006 Minerals Law: (i) cuts the maximum exploration-licence duration from 12 to 6 years while raising…
New general mining law (distinct from PL-157 lithium/evaporites bill already in index): 20-year tax stability regime for mining projects; eliminates the 12.
10% free-carried state equity in ALL new mining and energy projects (no-cost government stake via Epangelo Mining); consultations on 51% Namibian ownership in new mining ventures; maximum royalty rat…
On 10 July 2026 the African Development Bank Group, with the African Union Commission, the AfCFTA Secretariat and UNECA, convened African ministers of mining/energy/industry in Abidjan for the "Minis…
RESourceEU (COM(2025) 945, 3 Dec 2025) commits the Commission to establish a **European Critical Raw Materials Centre** in early 2026 with four functions: (a) generate **systemic market intelligence…
Tanzania's Ministry of Minerals (Minister Anthony Mavunde) has FINALISED a Critical and Strategic Minerals Strategy that takes legal effect only once the Government formally approves and gazettes the…
Second wave of CRMA Art.
On 7 September 2026 Guinea's state-owned Nimba Mining Company and Glencore signed a five-year pre-financing agreement, announced by the government and Glencore on 10 September 2026, worth over USD 30…
Supersedes 2022 bauxite reference price arrêté; establishes real-time FOB benchmark for all Guinea bauxite exports (~182 Mt/yr, world's largest supplier); estimated >$1bn/yr additional government rev…
Guinea's CNRD junta gives Societe Minière de Boke (SMB, China-linked, ~50% of Guinea's bauxite output) and Compagnie des Bauxites de Guinée (CBG, joint venture: Halco Mining/Alcoa/Rio Tinto/Dadco) 10…
GN ≈ 60% global seaborne bauxite; a ~150 Mt/yr cap (vs 183 Mt 2025) tightens the alumina→aluminium chain — direct hit to EU aluminium-vertical names
VP declared no new large-scale mining agreement will be concluded without a binding value-addition commitment; Mines Minister referenced Zimbabwe, Tanzania, Ghana, and Malawi precedents for raw-miner…
Binding plurilateral trade agreement among like-minded partners (US, EU, Japan and FORGE coalition members) establishing coordinated trade measures for critical mineral supply chains — including bord…
Ministry of Mines issued operational guidelines for the Mining Sector Reforms component under Scheme for Special Assistance to States for Capital Investment (SASCI) FY2026-27, with total ₹5,000 crore…
On 11 May 2026 Huayou Cobalt announced an all-cash agreement to acquire ASX/AIM-listed Atlantic Lithium for USD 210m, taking control of the Ewoyaa project (~1.
On 11 Feb 2025 the Attorney General of Canada filed a Notice of Application (Federal Court file T-472-25) seeking a court order under ICA s.
On 16 November 2025 Brazil's national development bank BNDES signed a BRL 221 million (~USD 41.
5 of 75 filed an explicit in-force stage; the rest (flagged below) default from an absent stage: field, not a filed assertion. Each links to the register entry with its primary source.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. For the 1 it produces, the same restriction supports pricing — a tailwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its customers sit in manufacturing, petrochemicals. A measure supporting those sectors supports demand for this company's products; one restricting them puts that demand at risk. The sign shown is the mechanical read — click through to judge whether a measure protects or constrains the customer.
For each bought material: the ex-controller producers a procurement team can actually reach, from the alternatives map (derived 2026-10-06), viability-gated — each name carries its deployment status (with the verbatim dossier phrase it rests on), a capture check against the measure being escaped, and any contracted-capacity evidence. Deployable-now names sort first; a developer with zero tonnes is shown demoted, never dressed up as a switch you can make today. Tradability is inherited from the listing layer, never guessed.
This company sits on the supply side of aluminium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the aluminium chokepoint page and the watchlist.
+26 more tradable names, ranked below these by the same gate.
lib/policy-transmission.ts): an export prohibition in the measure's name/text → supply restriction; a raw/unprocessed-export limit or local-processing mandate → beneficiation (form change, not unavailability); reporting/disclosure/due-diligence language → compliance obligation; tariff/trade-remedy language → import cost; subsidy/fast-track/relaxation language → support; investment-screening/M&A language → investment control. When the text carries no signal we fall back to the action-type default and label the chip inferred; when neither exists the card says so and derives no response — we never assert a class the evidence doesn't support.lib/iptm-material-country-production.ts; mining stage preferred, refining as fallback — the stage and source year are in each figure's hover text). Ex-issuer supply removes the ISSUING country and renormalises the remaining listed shares (so they sum to 100% of what's left) — alternatives to the country making the rule, never a default ex-China list. Where the issuer holds no measurable share, the card says so plainly instead of implying supply loss.lib/alternative-viability.ts): each named alternative carries a deployment status — operating / ramping / restarting / development / unknown — derived from word-boundary signal phrases in its own dossier (“operating since 1896”, “restarting the … mine”, “FID taken”), and the verbatim matched phrase is shown as the basis so the claim is auditable; a dossier with no signal stays unknown, never guessed. Any evidenced production date is quoted verbatim (“first production targeted H2 2029” → “no tonnes before 2029”) — we never synthesize one. A measure whose own text claims extraterritorial / re-export / de-minimis / foreign-direct-product / percentage-of-value scope triggers the origin-switching warning above the list: such a rule follows the material, not the seller, so a foreign-made alternative can still be captured. Same-issuer register actions targeting an alternative's country and material mark it may be captured, with the entries linked. “Capacity partly committed” lines quote the dossier verbatim — we hold no structured free-capacity numbers and never imply a utilisation figure.How MacroLens tracks this for you. The policy register files new measures daily and this page recomputes from it — the same chokepoints are monitored live on the watchlist and in the full register.