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Robert Bosch GmbH is a German engineering and technology group organized around four business sectors: Mobility (its largest — e-motors, starter motors/alternators, braking and steering systems, sensors, and automotive semiconductors), Industrial Technology, Consumer Goods (power tools and household appliances), and Energy and Building Technology.
Group exposure score is 87 including 2 tracked subsidiary — standalone is 84.
One product line traced from finished module down to the components that carry the critical-material exposure, and who makes each. Assembled at Stuttgart-Feuerbach since 2023. Layer names follow the EU JRC value-chain taxonomy that underpins the CRMA.
Deliberately vertically integrated: Bosch buys the two highest-IP stack materials externally and makes the rest in-house. The supplier map is mostly a plant map.
Role INVERTED in 2023: Bosch now manufactures and delivers finished 100 kW stacks TO PowerCell's Gothenburg facility, making PowerCell a customer as well as the technology origin.
source ↗The platinum/iridium entry point of the entire module — the critical-material exposure sits here.
Bosch separately develops graphite-composite plates in-house; which plate type is in the shipping product is unconfirmed.
A SECOND rare-earth entry point in the same module, independent of the catalyst — the e-compressor uses permanent magnets.
No citable Bosch attribution found across five channels. Strongest lead: Freudenberg's 2022 'multi-year contract with a global automotive tier one supplier' for GDLs (trucks/buses) — customer never named, so deliberately not filed.
Upstream of the CCM; likely internalised by Johnson Matthey. No public attribution.
Bosch discloses a stack buy-back deal with Hylane recovering 'at least 95 percent' of platinum, but names no primary metal source or refiner.
Listed rather than omitted: a chain that hid its unknown links would read as complete.
Supplier exposure is only as load-bearing as the order book. The named pilot customer (Nikola) filed Chapter 11 in Feb 2025 with Bosch among its largest creditors (~$13.3m); Bosch paused its Anderson, South Carolina fuel-cell expansion; and works-council reporting indicates no truck-maker orders. Surfaced by union/regional-press channels, not corporate PR. source ↗
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 7 suppliers, 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Catalyst-coated membranes (CCM) for the FCPM stack — the platinum/iridium entry point of the module. JM release 2025-02-06, verified verbatim: 'JM's high performance CCMs will be used in Bosch's integrated, compact and scalable fuel cell power module for commercial vehicles, designed for longer distances.' Carries a Bosch EVP quote, so OEM-confirmed rather than supplier-only. Corpus link: jmat-l.
Metallic bipolar plates, co-developed and mass-produced under a long-term cooperation agreement announced 2021-09-29; Dana states total volume 'will exceed 100 million metallic bipolar plates' across Europe, Asia Pacific and North America. Dana's licensed IP is the design basis. Corpus link: dana-incorporated.
ROLE INVERTED OVER TIME — the reason this row is `both`. 2019: PowerCell licensed the S3 stack design to Bosch (EUR 50m plus per-unit royalty, exclusive for automotive for seven years from SOP), making PowerCell the technology origin of the Bamberg stack. 2023: the flow reversed — Bosch manufactures and delivers finished 100 kW stacks TO PowerCell's Gothenburg facility, making PowerCell a customer. A single-vintage read would mislabel this relationship in either direction. Corpus link: powercell-sweden.
FIRST NAMED SUPPLIER for this dossier's neodymium/praseodymium magnet exposure (previously prose-only, no counterparty). Neo's own press release (2025-09-19, Toronto): a multi-year Memorandum of Understanding under which Neo 'will reserve significant annual magnet production capacity for its customer Bosch,' explicitly framed as 'extending' a pre-existing supplier relationship. No volumes, tonnage or contract value disclosed — an MOU is a capacity reservation with 'a clear mutual target ... to transition the capacity reserve into definitive projects,' not yet a binding supply contract. Tied to the next phase of Neo's Narva, Estonia magnet-manufacturing facility. Neo's Magnequench segment makes NdFeB magnetic powders/magnets — this supports the neodymium/praseodymium exposure specifically; the release does not name dysprosium or terbium content, so it is not extended to the heavy-rare-earth exposure lines above. CHECKED AGAIN 2026-09-13: Neo's own 2026-04-10 press release (newswire.ca, titled Neo Successfully Commissions Heavy Rare Earth Separation Small-Scale Production Line in Europe) confirms first separated terbium and dysprosium process solutions at the Silmet, Estonia facility feeding the same Narva magnet complex — but that release names no customer at all, Bosch included; it frames the line only against Neo's general vertically integrated rare-earth magnet value-chain strategy (paraphrase; that release is not the source URL of this row). Gap confirmed still open, not re-searched with this exact query again. Only Neo's side of the relationship is quoted (Bosch is named as the counterparty but gives no independent statement) — confidence held at primary-source because the disclosure is a public-company press release naming a specific counterparty and commercial terms, not a claim about Bosch attributed second-hand. Neo Performance Materials carries its own in-corpus dossier (`neo-performance-materials`).
OUT OF FCPM SCOPE — general magnetic-materials supply, not the hydrogen fuel-cell power module line above. DMEGC's own press release (2023-07-19, Hengdian Group): DMEGC won the 2023 Bosch Global Supplier award, its second since 2019, and 'serves as one of Bosch's leading suppliers of magnetic materials used in automotive motors and safety components.' Self-published by the supplier naming a specific counterparty and award history (not a generic customer-list claim) — held at primary-source on the same basis as the Neo Performance Materials row above. No tonnage, contract value or specific magnet grade (NdFeB vs ferrite) disclosed. Found while re-checking an unsupported DMEGC claim on a different dossier (brose.md, 2026-09-12) — no evidence was found there for a DMEGC-Brose relationship, only for this one. DMEGC has no in-corpus dossier of its own yet.
R159 BACKFILL — this relationship has been in this dossier's Supply-chain (named upstream suppliers and refiners) prose section since before this row existed, but was never structured, so it never reached a buyer surface. Long-term strategic cooperation agreement (Bosch press release, 2019-09-05): CATL designs, develops and manufactures high-performance 48V hybrid battery cells to Bosch's jointly-agreed specifications, supplied globally for Bosch's 48V battery system. Bosch quote (Dr. Stefan Hartung, board member/chairman Mobility Solutions): 'We have to understand battery cells, but we do not have to make them ourselves. With CATL, we have brought an established cell specialist for lithium-ion batteries on board as a partner.' This is Bosch's stated route to secure cell sourcing after its 2018 decision against building its own cell-production capacity (cited ~EUR 20bn investment requirement) — supports the lithium/cobalt/nickel/manganese/graphite exposure lines above. No volumes, duration or exclusivity disclosed. Corpus link: `catl` — that dossier's own production_footprint independently names Bosch as a customer at CATL's Arnstadt, Germany site, corroborating this row from the other side of the relationship.
Historical cell partner via SB LiMotive, a 50:50 Bosch-Samsung SDI joint venture (2008-2012, cell fab in Ulsan, South Korea) developing and manufacturing lithium-ion batteries for hybrid/PHEV/EV applications. Dissolved 2012, with Samsung SDI reported to continue as a cell supplier while Bosch retained freedom to source from other manufacturers — but no primary Bosch or Samsung SDI disclosure confirms that residual relationship is still active today, hence secondary confidence (Wikipedia, not a company release). Distinct era/product from the CATL row above (48V-specific, live) — kept separate rather than merged.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
5 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 995 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Long-term agreement to jointly develop and manufacture metallic bipolar plates for commercial-vehicle fuel-cell stacks -- \"total production volume will exceed 100 million metallic bipolar plates\" across Europe, Asia Pacific and North America. Manufactured at Neu-Ulm, DE. Corpus link: bosch.
Triple relationship: (1) since 2019-04-29, exclusive automotive licensee of the S3 stack design (EUR 50m+ per-unit royalties); (2) since 2023-06-02, contract manufacturer -- Bosch now makes finished S3 stacks and supplies them TO PowerCell's Gothenburg facility, inverting the original licensor/licensee direction; (3) principal shareholder at 11.2% (31 Dec 2025) with a board seat -- related_party: true reflects this equity stake, distinct from the commercial relationship. Corpus link: bosch. share_pct/share_of figures confirmed against the FY2025 year-end report (2026-09-28); source_url corrected to that report -- the 2019 JDLA press release cited previously does not contain FY2025 financial figures.
Isabellenhuette received Bosch's Global Supplier Award 2025 (Materials and Components category), which Bosch's release frames as recognizing an established development-partner/supplier relationship; exact product scope and revenue share not disclosed.
A roughly 30-year bonded-magnet customer, and the one longstanding named relationship on the Magnequench side. Multi-year MoU dated 2025-09-19 reserving significant annual Narva sintered-magnet capacity — confirmed 2026-08-26 directly against Neo's own press release (source_url above); the previously-cited canadianmanufacturing.com/...-310760/ article does not mention Bosch or Schaeffler at all (it covers the separate unnamed ~$50M Tier-1 award below) and has been removed as a citation for this row. An MoU is not a definitive project-level offtake — do not render it as contracted volume. (A quotation previously attributed here to CEO Rahim Suleman was removed 2026-08-18: it appears in none of the reachable cited sources — checked canadianmanufacturing.com and projectblue.com live; emobilityplus.com returns 403.)
November 2021 licensing and engineering agreement: Bosch and OMB Saleri jointly develop pressure regulators and tank valves for hydrogen storage (350/700 bar); Bosch commercializes the co-developed components under its own brand via its global manufacturing network. No revenue or supply-share figure disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
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 rising.
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.
🇺🇸 US accounts for 100% of severity-weighted pressure.