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Valeo SE is a French Tier-1 automotive supplier headquartered in France (Euronext Paris: FR0013176526; €21.5bn revenue FY2024, €20.9bn FY2025, up 0.5% like-for-like) organized around four Business Groups: Comfort & Driving Assistance Systems (ADAS — sensors/cameras/LiDAR fitted to roughly 1 in 3 vehicles globally), Powertrain Systems (48V mild-hybrid systems, electric motors, inverters, onboard chargers and power electronics for xEVs), Thermal Systems (battery cooling and cabin climate management), and Visibility Systems (adaptive headlights and automotive lighting).
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 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Renault Group, Valeo and Valeo Siemens eAutomotive co-develop a rare-earth-free EESM traction motor (Renault: rotor; Valeo/Valeo Siemens eAutomotive: stator), mass production targeted 2027 at Renault's Cleon plant -- the rare-earth de-risking effort referenced in the material_exposures narrative.
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.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Valeo Siemens eAutomotive (now fully Valeo, integrated into its Powertrain Systems unit 2022-07-01) supplies the permanent-magnet synchronous eAxle motors (front + rear; NdFeB rotor-magnet chemistry is an inference, not stated in a fetched source) for the Mercedes-Benz EQS/EQE and their SUV variants — the component-level counterparty behind the neodymium/praseodymium/dysprosium exposure already carried in this dossier's prose. No primary Mercedes or Valeo press release naming the contract was found this pass (both companies' own motor-sourcing pages are silent on the specific supply deal); this rests on automotive trade press (electrive.com, insideevs.de — the latter 403 to this environment on 2026-09-30) describing the production-location move, not a company disclosure, hence `secondary`/`websearch` rather than `primary-source`. Mercedes' own in-house Berlin-Marienfelde axial-flux motor (noted above) is a separate, in-house drive unit, not this one.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints. If this company actually produces one of these materials rather than buying it, that would be misclassified here — no producer-classifier entry exists for 2 of them.
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.