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Siemens Energy AG (ENR.DE) is a global energy technology company headquartered in Munich, Germany.
Group exposure score is 86 including 2 tracked subsidiary — standalone is 85.
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, 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
TenneT-Siemens Energy joint announcement: TenneT expects ~52 transformers from Siemens Energy by 2030, each containing 72 tonnes of 100%-recycled copper windings, part of a wider pact to cut their shared supply-chain CO2 by 30% by 2030. No revenue share disclosed.
TDK signed a memorandum of agreement with Siemens Gamesa (Japan METI public-private framework) to supply permanent magnets for wind turbines, part of Siemens Gamesa's diversification away from Chinese rare-earth magnet supply. No volume or share-of-magnet-spend disclosed.
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.
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.
🇩🇪 DE accounts for 50% of severity-weighted pressure.