Home / Companies / Oshkosh Corporation

Oshkosh Corporation

OSK·defence·🇺🇸 United States·

Oshkosh Defense division (JLTV, FMTV tactical trucks + eJLTV electric). Named in MOFCOM Announcement No. 23 (2026) entity list — cut off from China-origin dual-use inputs. REE exposure via eJLTV NdFeB drive motors.

Policy outlook · threats, impact & strategy

—

Tracked, not scored

366

Last action

1 Oct 2026

Mentions, 12m

120

No scored critical-mineral exposure profile exists for this company yet — it is tracked only through 366 policy-register mentions.

Policy measures, last 24 months

2 new this week

21596 restrictive · 65 supportive · 54 neutral

🇺🇸 US accounts for 18% of severity-weighted pressure. Regulatory focus shifted from 🇺🇸 US to 🇨🇳 CN in 2026Q3–2026Q4.

China State Council Order 835 — Regulations on Countering Foreign Improper Extraterritorial Jurisdiction🇨🇳 tailwind sev 5

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

China MOFCOM Announcement No. 1 [2026] — country-specific dual-use export controls on Japan🇨🇳 headwind sev 5

See all in the register →

212 more (top 17 shown, ranked)Show

Mexico — Decreto LIGIE reform raising MFN duties on 1,463 tariff lines for non-FTA imports (DOF 29 Dec 2025)🇲🇽 headwind sev 5

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

EU European Defence Industry Programme (EDIP) — Regulation (EU) 2025/2643🇪🇺 sev 5

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

UK designates Rosneft, Lukoil, 51 vessels and 39 entities in largest Russia sanctions wave since 2022🇬🇧 headwind sev 5

US Section 232 Copper Tariff (Proclamation 10962): 50% on semi-finished + derivative copper🇺🇸 headwind sev 5

EU Security Action for Europe (SAFE) — Council Regulation (EU) 2025/1106🇪🇺 sev 5

China imposes export licensing on seven heavy and medium rare earths🇨🇳 headwind sev 5

US Section 232 25% tariff on automobiles and automobile parts (Proclamation 10908)🇺🇸 headwind sev 5

EU Industrial Action Plan for the European Automotive Sector (COM(2025) 95 final)🇪🇺 sev 5

US Trump invokes IEEPA fentanyl emergency to impose 25% tariffs on Canada + Mexico, +10% on China🇺🇸 headwind sev 5

China State Council enacts unified Regulations on Export Control of Dual-Use Items🇨🇳 headwind sev 5

China MOFCOM Announcement No. 30 [2026] — first EU-targeted entity listing, 14 entities incl. Rheinmetall, Tatra Trucks, Wrocław University🇨🇳 headwind sev 4

China MOFCOM Announcement No. 27 [2026] — 20 more Japanese entities incl. National Institute for Defense Studies added to Control List🇨🇳 headwind sev 4

China MOFCOM Announcement No. 23 (2026) — 10 US Entities Added to Export Control Management List, Including MP Materials and USA Rare Earth🇨🇳 headwind sev 4

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

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

Upcoming activations

3measures with a future effective date

Switzerland Investment Screening Act (IPG / Lex China) — Federal Assembly final vote 19 Dec 20251 Jan 202788d

US FAR Council NPRM — Federal Acquisition Regulation: Prohibition on Certain Semiconductor Products and Services (FAR Case 2023-008)23 Dec 2027444d

Thailand EV-Board / BOI HEV Manufacturing Excise-Tax Incentives — Locked 6%/9% Excise Through 2032 Conditional on THB 3bn Investment1 Jan 2028453d

Policies in discussion

6most advanced: TRILOGUE

EU Commission Implementing Regulation 2025/1564 — €93 billion rebalancing countermeasures on US imports (suspended pending EU-US trade framework)PENDINGsev 4

China MOFCOM/GAC Announcement No. 72 (2025): suspension of US-targeted mineral export controls pending trade consultationsPENDINGsev 3

BIS rescinds 2024 Firearms Export License Requirements interim final rulePENDINGsev 3

3 moreShow

BIS Firearms Export License Requirements interim final rule (2024 IFR)PENDINGsev 3

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

US BIS interim final rule establishing Section 232 automobile parts tariff inclusions process (90 FR 44767)PENDINGsev 2

ETF hosts

13funds with sector exposure to this company

iShares US Aerospace & Defensedefence85.0%

CARZautomotive85.0%

Global X Autonomous & Electric Vehiclesautomotive50.0%

3 more of 10Show

KARSautomotive50.0%

iShares Core DAX UCITS — German large-capsautomotive20.0%

VanEck Rare Earth / Strategic Metalsdefence15.0%

Last register action 1 Oct 2026 · 120 in the last 12 months.

Loading…