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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: mining metals. Company profile →
Atomredmetzoloto (ARMZ Uranium Holding), now rebranded Rosatom Nedra, is the mining division of Russia's state nuclear corporation Rosatom. It runs Russia's uranium mining complex — the Priargunsky Industrial Mining and Chemical Union (PIMCU, the flagship enterprise at Krasnokamensk), Dalur (ISL mining in the Kurgan region) and Khiagda (ISL mining in Buryatia) — and holds full ownership of Uranium One, which controls Rosatom's uranium mining interests abroad (Kazakhstan and elsewhere). It ranks among the world's largest uranium producers and second-largest by reserve base.
Non-uranium activity is a growing share of the business (37.5% of revenue as of 2025), spanning a new domestic antimony-products plant and an Arctic lead-zinc project on Novaya Zemlya.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Atomredmetzoloto (ARMZ Uranium Holding) 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.
Antimony — new bulk output line, not yet operating. ARMZ/Rosatom Nedra and LLC Construction Trust-12 are building a dedicated antimony-regulus and antimony-trioxide plant (candidate sites: Krasnokamensk or Zarechny), targeted for completion by end-2026, sized at ~2,500 t/yr of finished product from domestic concentrate. The explicit policy driver is import substitution — Russia currently…
Uranium — core, bulk output. Uranium ore mining and ISL processing at PIMCU, Dalur and Khiagda is the company's primary business; it hit its 2025 production targets and holds new licenses (Shirondukuyskoye, Tetrakhskoye) plus a plan to revive the large but dormant Elkon deposit, extending its reserve base for years.
Zinc — pre-production, via a Rosatom mining-division subsidiary. The Pavlovskoye lead-zinc(-silver) deposit on Novaya Zemlya is being developed by JSC First Ore Mining Company, a 100%-Rosatom-owned entity within the same mining division as ARMZ. As of the most recent public updates it is still in design/floating-plant-construction phase (targeted planned capacity ~220,000 t/yr zinc concentrate); it is…
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.
KZ · stage passed-vote → high likelihood · touches uranium · 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 ↗Uranium — core, bulk output. Uranium ore mining and ISL processing at PIMCU, Dalur and Khiagda is the company's primary business; it hit its 2025 production targets and holds new licenses (Shirondukuyskoye, Tetrakhskoye) plus a plan to revive the large but dormant Elkon deposit, extending its reserve base for years.
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.
uranium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
CD · stage passed-vote → high likelihood · touches uranium · flagged 14 Jun 2026, 113d pending
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; reprices extraction economics across the entire DRC critical-mineral portfolio
source ↗Uranium — core, bulk output. Uranium ore mining and ISL processing at PIMCU, Dalur and Khiagda is the company's primary business; it hit its 2025 production targets and holds new licenses (Shirondukuyskoye, Tetrakhskoye) plus a plan to revive the large but dormant Elkon deposit, extending its reserve base for years.
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.
uranium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
NG · stage awaiting-signature → high likelihood · touches zinc · flagged 14 Jun 2026, 113d pending
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 foreign-invested mining JVs; builds on existing eMC+ digital cadastre and mandatory value-addition plans introduced Nov 2024; could force processing-plant investment or suspension of raw mineral shipments from Africa's most populous economy; RMRDC = Raw Materials Research and Development Council (the sponsoring agency)
source ↗Zinc — pre-production, via a Rosatom mining-division subsidiary. The Pavlovskoye lead-zinc(-silver) deposit on Novaya Zemlya is being developed by JSC First Ore Mining Company, a 100%-Rosatom-owned entity within the same mining division as ARMZ. As of the most recent public updates it is still in design/floating-plant-construction phase (targeted planned capacity ~220,000 t/yr zinc concentrate); it is…
This changes the form of what Nigeria 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 Nigeria-origin raw feed becomes processed-only; the route is a value-added purchase or a Nigeria processing partner, not a supplier switch.
zinc — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
PE · stage passed-committee → elevated likelihood · touches zinc · flagged 14 Jun 2026, 113d pending
Reduces maximum idle-concession period from 30 to 15 years (initial production deadline unchanged at 10 yr; penalty extension cut from 20 yr to just 5 yr); eliminates irrevocable legal status of mining concessions for first time in Peruvian law history, making concessions revocable by administrative authority; introduces higher annual fees and stronger production/investment requirements; threatens legal certainty for Peru's undeveloped copper and silver project pipeline — Peru = #2 copper, #4 silver, #1 lead, #2 zinc globally
source ↗Zinc — pre-production, via a Rosatom mining-division subsidiary. The Pavlovskoye lead-zinc(-silver) deposit on Novaya Zemlya is being developed by JSC First Ore Mining Company, a 100%-Rosatom-owned entity within the same mining division as ARMZ. As of the most recent public updates it is still in design/floating-plant-construction phase (targeted planned capacity ~220,000 t/yr zinc concentrate); it is…
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.
zinc — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
BO · stage draft-published → moderate likelihood · touches zinc · flagged 17 Jun 2026, 110d pending
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. 5% impuesto adicional IUE-RM on extraordinary commodity-price gains; retains 25% company profits tax (IUE) and 5% royalty; streamlines licensing from current 9–15 years to international norms; enables association contracts between private companies and cooperatives; coordinated with a forthcoming general investment law incorporating fiscal and non-fiscal incentives; framed around reversing 15+ years of investment drought; backing from World Bank; bill to be presented to Asamblea Legislativa Plurinacional after Mining Summit (May 18–20, 2026); target: executive submission late July 2026
source ↗Zinc — pre-production, via a Rosatom mining-division subsidiary. The Pavlovskoye lead-zinc(-silver) deposit on Novaya Zemlya is being developed by JSC First Ore Mining Company, a 100%-Rosatom-owned entity within the same mining division as ARMZ. As of the most recent public updates it is still in design/floating-plant-construction phase (targeted planned capacity ~220,000 t/yr zinc concentrate); it is…
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.
zinc — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
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…
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…
5 of 34 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 3 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 ev batteries, permanent magnets, ev motors, wind turbines, defence… — read via the graph's critical minerals node, the nearest equivalent of its sector. 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.
Every tracked material is on the supply side — the strategy here is positioning, not substitution.
This company sits on the supply side of antimony. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the antimony chokepoint page and the watchlist.
This company sits on the supply side of uranium. Restrictions by 🇷🇺 RU push buyers toward ex-RU producers — the strategy is to be visible where those buyers look: the uranium chokepoint page and the watchlist.
This company sits on the supply side of zinc. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the zinc chokepoint page and the watchlist.
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.