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discoverIE Group plc

electronics·🇬🇧 United Kingdom·Ownership re-checked 2026-09-08 · exposure claims not re-checked since fill

discoverIE Group plc (LSE: DSCV, FTSE 250) is a UK-based international group that designs and manufactures customised electronic components for industrial applications, organised in two divisions.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

Moderate

Binding chokepoint

silicon 65

Controller

🇨🇳 CN 80%

Measures, 24m

57 · 0 total mentions

Scored exposures

5 materials

Its binding exposure, silicon, is controlled by CN at 80% of refined output.

Material exposure

5scored materials

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

silicon🇨🇳 CN 65

copper🇨🇳 CN 60

tin🇨🇳 CN 57

The other 2 exposuresShow

tantalum🇨🇳 CN 44

silver🇲🇽 MX 40

Supply-pressure direction · as consumer

rising2 of 5 exposures computable

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

silicon🇨🇳 CN · bindingrising

copper🇨🇳 CNflat

silver🇲🇽 MXtoo few actions

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.

2 moreShow

tantalum🇨🇳 CNtoo few actions

tin🇨🇳 CNtoo few actions

Policy measures, last 24 months

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

See all in the register →

If passed, would hit their inputs

29proposals matching this company's materials

DRC — Interministerial Arrêté Banning Export of Unprocessed Copper and Cobalt Concentrates (29 June 2026, replaces 4 August 2023 framework)🇨🇩 highcopper, cobalt

Zambia SI No. 43 of 2026 — Customs and Excise (Suspension) (Copper Concentrates) (No. 2) Regulations, 2026🇿🇲 highcopper, cobalt

African Union / AfDB — continental harmonisation of mining legislation toward a ban on unprocessed critical-mineral ore exports (Abidjan Ministerial Forum outcome) lowcobalt, copper, lithium, manganese, bauxite, graphite, rare-earths

3 more of 26Show

China — MOFCOM/GACC suspension of ordinary industrial & smelter-byproduct sulfuric acid exports (in force from 1 May 2026)🇨🇳 highcopper, phosphate, sulphur

Kazakhstan Subsoil Code 2026 amendments — domestic-content rise to 70% (incl. uranium), geological-data digitisation, e-auctions, strategic-investor priority right🇰🇿 highuranium, copper, rare-earths, chromium

Manara Minerals (Saudi PIF / Ma'aden JV) — 15-20% stake acquisition in First Quantum Minerals' Zambian copper-nickel assets🇸🇦 lowcopper, nickel, cobalt

Supplier alternatives

5of 5 exposures have a viable non-dominant substitute · avg lead 5mo

silicon🇨🇳 CN 80% → 🇩🇪 DE6-12mo

copper🇨🇳 CN 48% → 🇨🇩 CD6-12mo

tin🇨🇳 CN 55% → 🇮🇩 ID0-6mo

2 moreShow

tantalum🇨🇳 CN 50% → 🇺🇸 US0-6mo

silver🇲🇽 MX 24% → 🇵🇪 PE0-6mo

No dated actions on record. Material exposures are company-researched, not yet re-checked; scores are footprint-adjusted and buyer-relative.

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discoverIE Group plc

electronics·🇬🇧 United Kingdom·Ownership re-checked 2026-09-08 · exposure claims not re-checked since fill

discoverIE Group plc (LSE: DSCV, FTSE 250) is a UK-based international group that designs and manufactures customised electronic components for industrial applications, organised in two divisions.