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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: mining metals. Company profile →
株式会社フルヤ金属 (Furuya Metal Co., Ltd., TSE 7826; HQ Toshima-ku, Tokyo; plants in Tsukuba/Chikusei, Tsuchiura and Chitose) makes industrial precious-metal products from platinum-group metals.
Products include iridium and platinum crucibles for growing oxide single crystals (SAW filters, optical isolators, LED substrates, PET scintillators), crucibles for melting optical glass, sputtering thin-film materials, thermocouples, and fine chemicals / electrode materials. It also recovers PGM from scrap. Segments: 電子, 薄膜, サーマル, ファインケミカル・リサイクル, サプライチェーン支援 (resale of PGM raw material). FY6/2024 revenue was JPY 47.5bn, and 50 % was exported. デノラ・ペルメレック株式会社 bought JPY 11.3bn (about 24 %) in the fine-chemical/recycling segment. 田中貴金属工業㈱ holds 17.32 % and is both a bullion supplier and a customer.
Verbatim from the dossier's “What they do” section — sources on the company profile.
No production footprint is recorded in its dossier yet — its HQ country is 🇯🇵 Japan, a registration fact, not a production or sales claim. We say so rather than guess.
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.
Iridium (→ rhodium-iridium) — bulk input (consumer). Iridium is the company's core metal, used in crucibles and alloys. The securities report's risk section (事業等のリスク (3)) says products are made from "イリジウム・ルテニウム等" whose producing areas and output are limited.
Platinum / palladium (→ platinum-palladium) — structural input (consumer). Listed among the PGM at the core of its products (プラチナ・パラジウム). Used in glass-melting crucibles and thermocouples.
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 2 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.
ZW · stage announced → low likelihood · touches platinum palladium · flagged 4 Oct 2026, 3d pending
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 — future licensees must demonstrate capacity to identify, separate and process the full mineral suite present, or be barred from operating. Framed as beneficiation policy, layered on Zimbabwe's Feb-2026 raw-mineral/lithium-concentrate export ban (filed). Raises the entry bar specifically for Great Dyke chrome/PGM claims, which are frequently single-mineral operations — a licensing-stage chokepoint action, distinct instrument type from the export-ban actions already in the register.
source ↗Platinum / palladium (→ platinum-palladium) — structural input (consumer). Listed among the PGM at the core of its products (プラチナ・パラジウム). Used in glass-melting crucibles and thermocouples.
The prohibition covers the raw/unprocessed form; material processed in Zimbabwe stays exportable under the order's own exemption — so a Zimbabwe processing route remains open alongside the alternatives below.
Zimbabwe supplies 6.0% of world platinum palladium mining — that share of your supply base is what this measure cuts off.
Supply outside 🇿🇼 ZW: 🇿🇦 ZA 59% · 🇷🇺 RU 32% · 🇨🇦 CA 6.5% · 🇺🇸 US 3.3% — shares renormalised after removing ZW.
EU · stage in-consultation → moderate likelihood · touches platinum palladium · flagged 15 Jun 2026, 114d pending
Second wave of CRMA Art. 14 strategic projects (drawn from 160+ applications: 95 EU-domestic + 66 third-country including 40 from strategic-partnership countries) gains fast-track permitting (27-month EU cap, 15-month Member State cap), EIB/EBRD financing-hub priority, and off-taker certainty; 75 battery-value-chain projects + 21 REE-for-permanent-magnets in pool; widens the EU's 2030 extraction/processing benchmarks pipeline beyond the first 60 projects
source ↗Platinum / palladium (→ platinum-palladium) — structural input (consumer). Listed among the PGM at the core of its products (プラチナ・パラジウム). Used in glass-melting crucibles and thermocouples.
This is support, not a threat — it funds, fast-tracks or relaxes rather than restricts. If you have operations, projects or purchases inside its scope, check your eligibility against the measure's own text above.
None of these filed an explicit stage — in-force status defaults from an absent stage: field (flagged below), not a claim any filer made. Each still links to the register entry with its primary source; verify stage before treating as a confirmed baseline.
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 ev batteries, permanent magnets, ev motors, wind turbines, defence… — read via the graph's critical minerals node, the nearest equivalent of its sector. 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 (derived 2026-10-07), 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.
+7 more tradable names, ranked below these by the same gate.
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.