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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: chemicals. Company profile →
Fluorsid SpA is an Italian inorganic fluorochemicals manufacturer founded in 1969, headquartered in Cagliari, Sardinia. It is one of Europe's largest producers of aluminium fluoride (AlF₃) and synthetic cryolite (Na₃AlF₆) — both sold as electrolyte-bath additives to primary aluminium smelters worldwide, where they lower the melting point of alumina in the Hall–Héroult process. Production sites span Italy (Cagliari, ~90 kt/yr), Norway (Odda, ~40 kt/yr), the United Kingdom (Derbyshire and Sheffield), and Switzerland (Mimeta/SFM); total group capacity is approximately 150,000 MT/yr of aluminium fluoride and 5,000 MT/yr of cryolite.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Fluorsid SpA 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.
Fluorspar (acid-grade, ≥97% CaF₂) is the sole primary feedstock. Dry fluorite is calcined with sulphuric acid in rotary kilns to generate hydrogen fluoride (HF) gas; HF is then reacted with aluminium hydrate (Al(OH)₃) in fluidised-bed reactors to produce AlF₃, and with NaCl solution for cryolite. Without acid-grade fluorspar, neither product can be manufactured.
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 1 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.
MN · stage draft-published → moderate likelihood · touches fluorspar · flagged 27 Jun 2026, 102d pending
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 holding fees (to curb speculative licence-trading/flipping); (ii) introduces a STATUTORY definition of "critical minerals" (aligned to Mongolia's 11-mineral list: molybdenum, manganese, nickel, copper, fluorspar, graphite, REEs, cobalt, lithium, PGMs, tungsten) and a SEPARATE licensing regime for downstream beneficiation plants; (iii) mandates mine-closure plans + financial bonding once a mine reaches 75% of its life; aims to accelerate licence issuance and expand the resource base. Mongolia is a structural China/Russia-flanked chokepoint pursuing Western REE/copper partnerships (US FORGE, JP, KR), so a domestic critical-minerals statutory regime + downstream-processing licensing reprices the entry terms for any foreign developer of Mongolian copper/REE/fluorspar (Oyu Tolgoi-adjacent, Erdenes critical-minerals SOE pipeline).
source ↗Fluorspar (acid-grade, ≥97% CaF₂) is the sole primary feedstock. Dry fluorite is calcined with sulphuric acid in rotary kilns to generate hydrogen fluoride (HF) gas; HF is then reacted with aluminium hydrate (Al(OH)₃) in fluidised-bed reactors to produce AlF₃, and with NaCl solution for cryolite. Without acid-grade fluorspar, neither product can be manufactured.
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.
No in-force restriction at severity ≥ 3 currently sits on its tracked materials.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its customers sit in manufacturing, petrochemicals. A measure supporting those sectors supports demand for this company's products; one restricting them puts that demand at risk. The sign shown is the mechanical read — click through to judge whether a measure protects or constrains the customer.
For each bought material: the ex-controller producers a procurement team can actually reach, from the alternatives map, viability-gated — each name carries its deployment status (with the verbatim dossier phrase it rests on), a capture check against the measure being escaped, and any contracted-capacity evidence. Deployable-now names sort first; a developer with zero tonnes is shown demoted, never dressed up as a switch you can make today. Tradability is inherited from the listing layer, never guessed.
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.