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Ford Romania SA operates the Craiova assembly and engine complex in southern Romania (former Oltcit site, acquired 2008; ~250,000-vehicle annual assembly capacity, ~350,000-unit engine capacity).
Ford Otosan (Ford Otomotiv Sanayi A.S.) is itself a JV of Ford Motor Company and Koc Holding with a Borsa Istanbul free float (widely reported ~41% / ~41% / ~18%). RE-CHECK 2026-09-24: Ford Otosan shareholder-structure pages name Koc and Ford as the two main shareholders but state no percentages, so the split is NOT confirmed against a primary page. GLEIF has no exact-name record for Ford Romania SA (closest: Ford Romania Services SRL, LEI 549300PSVHFPRMKMB039, a distinct entity; Ford Otosan Romania S.R.L., LEI 549300115TJK3VX2EW32); the Craiova acquisition by Ford Otosan (5-Jul-2022) is sourced to the Ford Otosan press kit.
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. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Electric drive unit for the Puma Gen-E is built by Ford at Halewood, UK, then shipped to Craiova for vehicle integration -- an intra-Ford (related-party) supply link, not a third-party.
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.
No actions in the register have named or swept this company in the last 24 months.