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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: metals recycling. Company profile →
DOWA Holdings is a Japanese nonferrous-metals and recycling group built around Akita Zinc (Japan's largest zinc smelter) and DOWA Metals & Mining's copper/lead smelting circuit, which together recover over 20 metals as byproducts of primary ore refining. Its Akita Rare Metal unit refines high-purity (up to 6N) rare metals from those byproduct streams and from imported scrap, and DOWA Eco-System runs Japan's lithium-ion battery recycling line, recovering cathode black mass from spent EV and consumer cells. A separate unit (DMM America) recycles spent automotive catalysts for platinum-group metals.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where DOWA Holdings Co., Ltd. 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.
Indium, gallium, germanium — trace additives (dopants/target materials for displays and semiconductors) at end use, but a *bulk process throughput* for DOWA: Akita Rare Metal recovers indium as a zinc-smelting byproduct and reclaims indium/tin/gallium from spent ITO (indium-tin-oxide) sputtering targets, and the company states a leading global share in high-purity…
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Indium, gallium, germanium — trace additives (dopants/target materials for displays and semiconductors) at end use, but a *bulk process throughput* for DOWA: Akita Rare Metal recovers indium as a zinc-smelting byproduct and reclaims indium/tin/gallium from spent ITO (indium-tin-oxide) sputtering targets, and the company states a leading global share in high-purity…
Antimony, bismuth, tellurium — trace byproduct streams refined to 6N purity off the same copper/lead/zinc smelting circuit, not bulk inputs; antimony in particular sits on China's 2023-24 export-control list, making DOWA's byproduct recovery route a rare non-Chinese supply option.
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Antimony, bismuth, tellurium — trace byproduct streams refined to 6N purity off the same copper/lead/zinc smelting circuit, not bulk inputs; antimony in particular sits on China's 2023-24 export-control list, making DOWA's byproduct recovery route a rare non-Chinese supply option.
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
Indium, gallium, germanium — trace additives (dopants/target materials for displays and semiconductors) at end use, but a *bulk process throughput* for DOWA: Akita Rare Metal recovers indium as a zinc-smelting byproduct and reclaims indium/tin/gallium from spent ITO (indium-tin-oxide) sputtering targets, and the company states a leading global share in high-purity…
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
Antimony, bismuth, tellurium — trace byproduct streams refined to 6N purity off the same copper/lead/zinc smelting circuit, not bulk inputs; antimony in particular sits on China's 2023-24 export-control list, making DOWA's byproduct recovery route a rare non-Chinese supply option.
Platinum-palladium — recovered as a trace, high-value byproduct stream from spent automotive catalytic converters via DOWA Metals & Mining and its US unit DMM America.
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
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.
BR · stage passed-vote → high likelihood · touches manganesecobaltlithiumcopper · flagged 19 Jun 2026, 109d pending
First federal statutory framework for critical and strategic minerals; establishes CMCE oversight committee, R$2B Mineral Activity Guarantee Fund (0. 2% gross revenue levy on critical-mineral companies), mandatory 0. 3% gross revenue R&D investment, 20% tax credits for domestic mineral transformation projects; limits raw-mineral exports where domestic processing capacity exists; covers niobium explicitly (CBMM/CMOC supply ~85% of global niobium — Brazil is a structural chokepoint); Chamber passed 343-97 on 7 May 2026, Senate review pending
source ↗Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
+1 more touched material — see the composition section (3) above.
This changes the form of what Brazil 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 Brazil-origin raw feed becomes processed-only; the route is a value-added purchase or a Brazil processing partner, not a supplier switch.
manganese — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
cobalt — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
Further materials are covered in section 6 below.
CD · stage passed-vote → high likelihood · touches cobaltcopper · flagged 11 Aug 2026, 56d 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 ↗Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
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.
cobalt — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
copper — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
EU · stage awaiting-signature → high likelihood · touches galliummanganeseindiumcobaltlithiumgermaniumnickel · flagged 15 Jun 2026, 113d pending
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 States, financial institutions, and industrial consumers to assess strategic supply risk; mandated every 2 years, so this is the first edition setting the baseline; informs CRMA Art. 23 monitoring obligations and is the evidential basis for Art. 24 corporate-reporting thresholds
source ↗Indium, gallium, germanium — trace additives (dopants/target materials for displays and semiconductors) at end use, but a *bulk process throughput* for DOWA: Akita Rare Metal recovers indium as a zinc-smelting byproduct and reclaims indium/tin/gallium from spent ITO (indium-tin-oxide) sputtering targets, and the company states a leading global share in high-purity…
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Indium, gallium, germanium — trace additives (dopants/target materials for displays and semiconductors) at end use, but a *bulk process throughput* for DOWA: Akita Rare Metal recovers indium as a zinc-smelting byproduct and reclaims indium/tin/gallium from spent ITO (indium-tin-oxide) sputtering targets, and the company states a leading global share in high-purity…
+4 more touched materials — see the composition section (3) above.
This is a reporting / disclosure obligation — it does not prohibit importing from anywhere, so there is no supplier to switch and we list none. What you must do is what the measure's own text above describes: map the supply chain it covers, run the audit, and file. Its text states no filing deadline — we don't invent one.
Mapping your supply chain is exactly the work this obligation requires — your MacroLens exposure report is that map's starting point.
Further materials are covered in section 6 below.
TZ · stage awaiting-signature → high likelihood · touches cobaltcoppernickel · flagged 26 Jun 2026, 102d pending
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 exemptions granted under individual mining Framework Agreements and introduces standard operating procedures — reduces discretionary government risk for large mining investors (Panda Hill niobium, graphite juniors, Buzwagi gold); parallel VAT amendments give equivalent statutory certainty for VAT exemptions; taken together, the bill moves Tanzania from discretionary tax administration toward a rule-of-law-based investor regime for all critical-mineral projects; budget targets Tanzania for top-4 niobium producer status (Panda Hill DA already signed March 24, 2026) and 50% geophysical survey coverage by 2030
source ↗Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
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.
cobalt — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
copper — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
Further materials are covered in section 6 below.
US · stage passed-committee → elevated likelihood · touches manganesecobaltcoppernickel · flagged 23 Jun 2026, 105d pending
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 Continental Shelf; eliminates environmental notification to adjacent state governors (§580. 31) and BOEM's own environmental review requirement (§580. 29); accelerates OCS hard mineral leasing pipeline in line with EOs 14285 and 14154 ("unleashing" OCS resources); comment period closed April 27, 2026; awaiting final rule
source ↗Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Nickel, cobalt, lithium, manganese — structural components of the cathode black mass DOWA Eco-System recovers from spent lithium-ion batteries; a recycling/recovery exposure (input = waste batteries) rather than a mined-feedstock exposure, but it ties DOWA's economics to the same cobalt/lithium/nickel price and policy risk as battery cathode makers.
Copper, zinc, silver, tin — bulk process inputs/outputs of the core smelting business (Akita Zinc's ~200kt/yr electrolytic zinc; associated copper, silver and tin recovery).
+1 more touched material — see the composition section (3) above.
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.
manganese — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
cobalt — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
Further materials are covered in section 6 below.
Minister of Finance, acting under s.
Effective 1 May 2026 China suspended exports of all ordinary industrial sulfuric acid — including the acid co-produced from copper/zinc smelting — with only electronic-grade high-purity acid still ex…
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 202…
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…
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.
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…
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 mini…
Gabon (CTRI transitional government, President Oligui Nguema) announced at Africa Forward Summit in Nairobi (May 2026) its intention to subscribe to Eramet SA's €500M capital increase, giving the Gab…
Cabinet-cleared bill to replace the 2006 Minerals and Mining Act, Act 703: raises mining royalties from current 3–5% range to 9–12% (price-linked sliding scale), introduces a new medium-scale mining…
Minister of Mines, Petroleum and Energy Mamadou Sangafowa-Coulibaly formally launched the revision of Côte d'Ivoire's 2014 Mining Code on 13 June 2026, standing up an expert team drawn from his minis…
President Peter Mutharika signed an executive order (dated 23 Oct 2025, effective 21 Oct 2025, announced at Sanjika Palace during a cabinet swearing-in) prohibiting the export of raw/unprocessed mine…
Senate-approved package of amendments to Kazakhstan's Code on Subsoil and Subsoil Use (No.
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 S…
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…
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…
Second wave of CRMA Art.
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…
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…
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…
Chinese battery-materials major Zhejiang Huayou Cobalt (603799.
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…
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…
On 28-Nov-2025 European Metals Holdings announced the Czech government approved a grant of up to EUR 360M under the Ministry of Industry and Trade's "Strategic Investments for a Climate-Neutral Econo…
In March 2026 the outgoing Boric administration reportedly fast-tracked and submitted to the Contraloría General de la República (Chile's comptroller) a batch of ~5 further Contratos Especiales de Op…
Draft law amending Morocco's 2015 Mining Code (led by the Ministry of Energy Transition and Sustainable Development, Minister Leila Benali), with public consultations reported open since ~Feb 2025.
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 —…
Gabon = ~25% world manganese reserves, world's 2nd largest manganese ore exporter (~8 Mt/year via COMILOG/Eramet); ban on raw ore exports forces domestic processing investment (silicomanganese, EMD,…
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…
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…
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…
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…
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;…
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…
The 12 July 2025 Bougival Accord (13-page political agreement creating a "State of New Caledonia" within France, pending a 2026 referendum + French organic law) contains an economic-rebuilding pact t…
Indonesia = ~50% global nickel mine supply and dominant producer of NPI/ferronickel/MHP; export duty on downstream nickel products (NPI, ferronickel, nickel matte, MHP) would add a material cost laye…
State-owned QMSD (Qatar Mining Company subsidiary), paused since Sudan's 2023 civil war, confirmed at a 13 May 2026 Port Sudan meeting between Sudan's Minister of Minerals Nour al-Daim Taha and Qatar…
On 11 May 2026 Huayou Cobalt announced an all-cash agreement to acquire ASX/AIM-listed Atlantic Lithium for USD 210m, taking control of the Ewoyaa project (~1.
On 11 Feb 2025 the Attorney General of Canada filed a Notice of Application (Federal Court file T-472-25) seeking a court order under ICA s.
Saudi state mining-investment vehicle Manara Minerals (the PIF/Ma'aden JV) is negotiating to buy a 10–20% stake in the Reko Diq copper-gold project (Balochistan, Pakistan) for ~$500M–$1bn, acquiring…
Saudi sovereign mining vehicle Manara Minerals (PIF + Ma'aden JV) is in negotiation to buy a 10-20% stake (deal value ~USD 500m-1bn) in the Reko Diq copper-gold project in Balochistan, Pakistan — one…
5 of 106 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.
⚠ Extraterritorial measure — switching supplier origin may not exit its scope.
China State Council enacts unified Regulations on Export Control of Dual-Use Items claims reach over foreign-made goods (“extraterritorial”) — the rule follows the material, not the seller, so an alternative outside the issuer can still be captured if its products contain or are made with in-scope inputs. Verify each alternative's feedstock origin before treating it as an exit.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. For the 15 it produces, the same restriction supports pricing — a tailwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its sector (metals recycling) has no downstream edges in our supply-chain adjacency graph — no downstream signal in the register.
Every tracked material is on the supply side — the strategy here is positioning, not substitution.
This company sits on the supply side of gallium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the gallium chokepoint page and the watchlist.
This company sits on the supply side of manganese. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the manganese chokepoint page and the watchlist.
This company sits on the supply side of indium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the indium chokepoint page and the watchlist.
This company sits on the supply side of tellurium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the tellurium chokepoint page and the watchlist.
This company sits on the supply side of cobalt. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the cobalt chokepoint page and the watchlist.
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 lithium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the lithium chokepoint page and the watchlist.
This company sits on the supply side of copper. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the copper chokepoint page and the watchlist.
This company sits on the supply side of germanium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the germanium chokepoint page and the watchlist.
This company sits on the supply side of tin. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the tin chokepoint page and the watchlist.
This company sits on the supply side of bismuth. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the bismuth chokepoint page and the watchlist.
This company sits on the supply side of platinum palladium. Restrictions by 🇿🇦 ZA push buyers toward ex-ZA producers — the strategy is to be visible where those buyers look: the platinum palladium chokepoint page and the watchlist.
This company sits on the supply side of nickel. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the nickel 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.
This company sits on the supply side of silver. Restrictions by 🇲🇽 MX push buyers toward ex-MX producers — the strategy is to be visible where those buyers look: the silver 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.