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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 →
PPG Industries is one of the world's largest coatings manufacturers, operating 177 facilities across 70+ countries and serving aerospace, automotive OEM, automotive refinish, industrial, packaging, and protective-coatings markets. Their two reporting segments are Performance Coatings and Industrial Coatings. In December 2024 PPG divested its US and Canada architectural coatings business (Glidden, Pittsburgh Paints), sharpening the portfolio toward higher-margin industrial and aerospace applications.
Coatings resins, solvents, and pigments represent the largest single cost component of their production.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where PPG Industries, Inc. 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 — Silicon-based resins (silicones) and alkylsilane coupling agents are used in high-temperature industrial coatings and in adhesion-promoter formulations across multiple segments. Silicon metal is predominantly processed in China and Norway; silicon refining is energy-intensive with limited alternative supply for coatings-grade intermedi…
Cobalt — Cobalt naphthenate and cobalt octoate are traditional siccatives (driers) that catalyse oxidative cross-linking in alkyd- and oil-modified coatings, widely used across PPG's architectural and protective segments. Cobalt sourcing is heavily concentrated in the DRC (≥70% of mined supply), with refining concentrated in China.
Antimony — Antimony trioxide is a flame-retardant synergist used in intumescent and fire-retardant coatings, a growing product line in PPG's protective segment (offshore platforms, structural steel, rail). China controls ~80% of global antimony supply and has imposed export licensing on antimony since September 2024.
Tin — Organotin compounds (dibutyltin dilaurate and related tin oxides) function as catalysts in polyurethane and resin manufacturing used across PPG's coating lines. PPG's FY2024 SEC Form SD disclosure confirms tin is present in their products.
Bismuth — Bismuth carboxylates are the leading eco-friendly replacement for cobalt driers; PPG and peers are actively reformulating alkyd products to bismuth-based siccative systems. China accounts for ~80% of global bismuth mine output, creating a single-country dependency analogous to the cobalt transition it is meant to solve.
Chromium — Hexavalent chromium (Cr(VI)) chromate pigments and primers are the industry standard for corrosion inhibition in aerospace and industrial coatings; PPG's Aerospace segment is a top-tier supplier to Boeing and Airbus customers who still specify chromate systems. EU REACH has progressively restricted or sunset-authorised several chromate…
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.
CD · stage passed-vote → high likelihood · touches cobalt · flagged 11 Aug 2026, 55d pending
On 29 June 2026 DRC's Vice-Prime Minister for the National Economy (Daniel Mukoko Samba), Minister of Mines (Louis Watum Kabamba) and Minister of Foreign Trade (Julien Paluku Kahongya) jointly signed an arrêté interministériel regulating the commercialisation, export and nomenclature of marketable mining products, which for the first time BANS the export of unprocessed copper and cobalt concentrates outright — replacing the entire framework adopted 4 August 2023. Mining-rights holders, processing entities and buying counters (comptoirs) may seek a ministerial derogation to export less-elaborated products for up to one year, assessed against national mining policy and the technical/economic constraints of each mineral. A new tax regime for economically significant mining byproducts is introduced with a 3-month transition period. This is broader and more foundational than the existing filed/queued DRC cobalt-specific instruments — it is a national concentrate EXPORT BAN (not a quota or hydroxide-specific measure) covering BOTH copper and cobalt, issued under joint Economy/Mines/Trade authority rather than ARECOMS sectoral rulemaking. DRC = priority-tier chokepoint (cobalt, copper, tantalum). Severity 4 expected (national ban, dual-metal, replaces a 3-year-old framework).
source ↗Cobalt — Cobalt naphthenate and cobalt octoate are traditional siccatives (driers) that catalyse oxidative cross-linking in alkyd- and oil-modified coatings, widely used across PPG's architectural and protective segments. Cobalt sourcing is heavily concentrated in the DRC (≥70% of mined supply), with refining concentrated in China.
The prohibition covers the raw/unprocessed form; material processed in DR Congo stays exportable under the order's own exemption — so a DR Congo processing route remains open alongside the alternatives below.
DR Congo supplies 74% of world cobalt mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇩 CD: 🇮🇩 ID 66% · 🇷🇺 RU 12% · 🇲🇬 MG 6.1% · 🇵🇭 PH 5.6% — shares renormalised after removing CD.
CD · stage passed-vote → high likelihood · touches cobalt · flagged 20 Jul 2026, 77d pending
On ~29 June 2026 the Autorité de Régulation et de Contrôle des Marchés des Substances Minérales Stratégiques (ARECOMS) ordered that all first-half-2026 cobalt export quotas left unused by 30 June 2026 be forfeited and recovered, with a 5 July 2026 cutoff, and reallocated into ARECOMS's discretionary "strategic quota" pool (already ~10% of the 96,600 t/yr authorised volume) earmarked for national-interest local-processing projects. This is an escalation/operationalisation of the filed 2025-02-22 ARECOMS cobalt quota system: it concentrates additional volume under state discretionary control, tightens the effective free-market allocation for producers (Glencore/KCC, CMOC, ERG) on the world's dominant cobalt chokepoint (~76% of mine supply), and — via the linked customs-notification malfunction that blocked quota-linked export declarations after 1 July 2026 — created a real short-run supply interruption. IPTM action would be an AMENDMENT to 2025-02-22-drc-arecoms-cobalt-export-ban-quota-system.
source ↗Cobalt — Cobalt naphthenate and cobalt octoate are traditional siccatives (driers) that catalyse oxidative cross-linking in alkyd- and oil-modified coatings, widely used across PPG's architectural and protective segments. Cobalt sourcing is heavily concentrated in the DRC (≥70% of mined supply), with refining concentrated in China.
DR Congo supplies 74% of world cobalt mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇩 CD: 🇮🇩 ID 66% · 🇷🇺 RU 12% · 🇲🇬 MG 6.1% · 🇵🇭 PH 5.6% — shares renormalised after removing CD.
ZA · stage passed-committee → elevated likelihood · touches chromium · flagged 15 Jun 2026, 112d pending
If enacted, chrome ore export tax and/or quota would disrupt South Africa's ~2. 4 Mt/yr chrome ore export stream (≈45% of global seaborne supply); beneficiation licensing conditions attached to mineral rights allocations would require FTSE/JSE-listed chrome miners (Samancor/Merafe, Assore, Glencore) to build local ferrochrome and stainless-steel capacity before new rights are allocated; PGMs and other minerals may follow chrome as the test-case model, expanding scope to the full South African mining portfolio
source ↗Chromium — Hexavalent chromium (Cr(VI)) chromate pigments and primers are the industry standard for corrosion inhibition in aerospace and industrial coatings; PPG's Aerospace segment is a top-tier supplier to Boeing and Airbus customers who still specify chromate systems. EU REACH has progressively restricted or sunset-authorised several chromate…
This changes the form of what South Africa 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 South Africa-origin raw feed becomes processed-only; the route is a value-added purchase or a South Africa processing partner, not a supplier switch.
South Africa supplies 45% of world chromium mining — that is the stake if its terms tighten.
Secondary — only if you need to avoid South Africa entirely: chromium supply outside ZA is 🇹🇷 TR 36%, 🇰🇿 KZ 28%, 🇮🇳 IN 12% (shares renormalised after removing ZA).
KZ · stage passed-vote → high likelihood · touches chromium · flagged 29 Jun 2026, 98d pending
Senate-approved package of amendments to Kazakhstan's Code on Subsoil and Subsoil Use (No. 125-VI ZRK): (1) raises the mandatory local (domestic) content share in works and services from 50% to 70% during exploration and extraction of solid minerals INCLUDING URANIUM — a material new in-country-value obligation on the world's #1 uranium producer (Kazatomprom) and its JV partners (Cameco, Orano, CGN/CNNC, Uranium One); (2) digitises geological data and expands electronic auctions for granting subsoil-use rights; (3) grants strategic investors implementing large industrial/innovation projects (>14. 5M MCI) a priority right to explore and extract solid minerals. Re-prices the cost base and access regime for Kazakh uranium, copper, chromium and the country's emerging rare-earth deposits.
source ↗Chromium — Hexavalent chromium (Cr(VI)) chromate pigments and primers are the industry standard for corrosion inhibition in aerospace and industrial coatings; PPG's Aerospace segment is a top-tier supplier to Boeing and Airbus customers who still specify chromate systems. EU REACH has progressively restricted or sunset-authorised several chromate…
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.
JP · stage awaiting-signature → high likelihood · touches chromium · flagged 29 Jun 2026, 98d pending
Japan's METI + MOF made an affirmative PRELIMINARY determination in an anti-dumping investigation (initiated 22 Jul 2025 on an application from Nippon Steel, Nippon Yakin Kogyo, NAS Stainless Steel Strip and Nippon Kinzoku) into nickel-added cold-rolled stainless steel coil, sheet and strip originating in the People's Republic of China and the separate customs territory of Taiwan (Penghu, Kinmen, Matsu); Trade Minister Ryosei Akazawa indicated provisional duties of ~45% on Chinese product and ~21% on Taiwanese product, expected to take effect as soon as July 2026. On 19 Jun 2026 METI/MOF EXTENDED the investigation period by four months to 21 Nov 2026 (final determination pending). IPTM relevance: (1) a RARE Japan-issuer trade remedy — JP has ZERO trade-remedy actions on the register and seldom uses AD, so a Japanese AD wall is a notable issuer + instrument-bloc gap; (2) China/Taiwan-target on nickel-added stainless steel, a nickel+chromium chokepoint-adjacent material; re-prices a China/TW->Japan stainless flow into a major downstream manufacturing base; (3) parallels the active 2025-26 Asian steel-AD wave the register is now capturing (Thailand DFT aluminium-extrusions, Indonesia KADI HRC, Malaysia MITI galvanised steel).
source ↗Chromium — Hexavalent chromium (Cr(VI)) chromate pigments and primers are the industry standard for corrosion inhibition in aerospace and industrial coatings; PPG's Aerospace segment is a top-tier supplier to Boeing and Airbus customers who still specify chromate systems. EU REACH has progressively restricted or sunset-authorised several chromate…
A duty raises the cost of the origins the measure names into Japan's market — a cost line on affected flows, not lost availability. Origins outside the measure's named targets are the route around it; the text above names the targets where its source does.
TZ Finance Bill establishes the Mineral Research Fund capitalised at 10% of gross mineral revenue (~TZS 141 billion/yr at 2025 collection levels); amends the Income Tax Act to formally recognise tax…
Minister of Finance, acting under s.
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…
First federal statutory framework for critical and strategic minerals; establishes CMCE oversight committee, R$2B Mineral Activity Guarantee Fund (0.
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…
Revises 30 CFR Part 580 to streamline 10 provisions governing prospecting, leasing, and operations for hard minerals (manganese nodules, cobalt-rich crusts, seafloor massive sulfides) on the US Outer…
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…
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.
Indonesia = ~20% of global refined tin exports (Bangka Belitung); a ban on refined-tin exports would force downstream solder/semiconductor-packaging manufacturing domestically; disrupts global electr…
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.
Mandates 15% free-carried interest for Uganda National Mining Company (UNMC) in all new mining licences; introduces mandatory mineral buying centres; tightens local-content and value-addition obligat…
VP Constantino Chiwenga announced at the Zimbabwe-China Business Forum (Hangzhou) that Zimbabwe will no longer issue new mining licences for operations that extract only one mineral from a deposit —…
Zimbabwean officials have signalled intent ("raw chrome exports obsolete") to expand the 25-Feb-2026 raw-mineral/lithium-concentrate export ban (filed) to cover chrome CONCENTRATE specifically — conc…
If adopted, creates a unified mining regulatory framework across Cameroon, CAR, Congo-Brazzaville, Gabon, Equatorial Guinea, and Chad — harmonising licensing regimes, fiscal terms, transparency oblig…
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…
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…
All DRC mining operators (Glencore, CMOC, Ivanhoe Mines, Eurasian Resources Group, and 50+ others) must transfer 5% of share capital to Congolese employees by July 31, 2026 or face permit suspension;…
The Energy and Mineral Resources Ministry (ESDM) and Ministry of Finance announced May 11, 2026 that the implementation of higher tiered royalty rates under Government Regulation (PP) 19/2025 — cover…
Saudi sovereign mining vehicle Manara Minerals (PIF + Ma'aden JV) is in advanced negotiations to acquire a 15-20% equity stake (deal value ~USD 1.
Full replacement of the Mining Act 1992 with sweeping new statute: state acquires up to 30% equity in any new mining project (Kumul Minerals free-carry); special mining leases (SML) issued for initia…
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…
3 of 67 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. 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 2026-10-05), 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.
No deployment evidence in our corpus for the names below. Treat them as a research bench, not a switch you can make today.
+26 more tradable names, ranked below these by the same gate.
+3 more tradable names, ranked below these by the same gate.
+10 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.