Beijer Ref AB

GLEIF (checked 2026-09-07) has an ISSUED LEI for Beijer Ref AB (publ) but reports no parent on file (parent_reported: false) — expected for a widely-held listed company. Beijer Ref's own 2026-06-11 press release: MSAB agreed to buy EQT's and Peter Jessen Jürgensen's remaining A-shares, becoming the largest shareholder by votes at 14.1% of votes (only 2.1% of capital, reflecting dual-class A/B share structure); MSAB stated intent to gradually increase its stake. No single holder controls a majority; MSAB is the largest voting block, not a controlling parent.

Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.

Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.

Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.

A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.

As a buyer, policy pressure across its consumed materials is flat.

Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.

No actions in the register have named or swept this company in the last 24 months.