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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 →
Henkel AG & Co. KGaA is a German specialty chemicals group with €21.6 billion in 2024 sales across two businesses: Adhesive Technologies (~51% of revenue, ~€11B), the world's largest maker of adhesives, sealants, and functional coatings (brands: Loctite, Bonderite, Technomelt, Teroson); and Consumer Brands (~49%), spanning laundry care (Persil, Purex) and beauty/hair care (Schwarzkopf).
The Adhesive Technologies division is the primary source of critical-mineral exposure — it serves automotive OEMs, electronics assemblers, aerospace, and industrial manufacturing.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Henkel AG & Co. KGaA 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.
Silicon — Henkel is a major global producer of silicone sealants and adhesives (Loctite SI, Sista, Pattex silicone ranges). Silicon metal is the feedstock for polydimethylsiloxane (PDMS) polymer, the base of all silicone adhesives.
Cobalt — Cobalt-based siccative driers (cobalt octoate, cobalt naphthenate) are used in Henkel's oxidative-cure functional coatings to accelerate crosslinking. Henkel's own conflict-minerals due-diligence programme covers cobalt alongside 3TG (tin, tantalum, tungsten, gold), acknowledging supply-chain traceability exposure in its electronics an…
Phosphate — Bonderite surface-treatment products use zinc-phosphate and iron-phosphate chemistry to pre-treat metal substrates before painting or coating. Phosphoric acid (derived from phosphate rock, an EU Critical Raw Material with >80% supply from Morocco/China) is a direct process input for Henkel's largest industrial surface-treatment line.
Tin — Loctite solder products (lead-free solder paste, wave-solder flux, SMT adhesives) used in electronics assembly contain tin as the primary alloying metal. Henkel explicitly covers tin in its 3TG conflict-minerals due-diligence reporting.
Nickel — Electroless nickel plating chemistry (nickel sulphate, nickel chloride) is a direct input in Bonderite's surface-treatment and functional-coating portfolio for corrosion-protection applications in automotive and industrial manufacturing. Nickel is an EU CRM with significant supply concentration in Indonesia and Russia.
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 5 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.
CD · stage passed-vote → high likelihood · touches cobalt · flagged 11 Aug 2026, 58d pending
On 29 June 2026 DRC's Vice-Prime Minister for the National Economy (Daniel Mukoko Samba), Minister of Mines (Louis Watum Kabamba) and Minister of Foreign Trade (Julien Paluku Kahongya) jointly signed an arrêté interministériel regulating the commercialisation, export and nomenclature of marketable mining products, which for the first time BANS the export of unprocessed copper and cobalt concentrates outright — replacing the entire framework adopted 4 August 2023. Mining-rights holders, processing entities and buying counters (comptoirs) may seek a ministerial derogation to export less-elaborated products for up to one year, assessed against national mining policy and the technical/economic constraints of each mineral. A new tax regime for economically significant mining byproducts is introduced with a 3-month transition period. This is broader and more foundational than the existing filed/queued DRC cobalt-specific instruments — it is a national concentrate EXPORT BAN (not a quota or hydroxide-specific measure) covering BOTH copper and cobalt, issued under joint Economy/Mines/Trade authority rather than ARECOMS sectoral rulemaking. DRC = priority-tier chokepoint (cobalt, copper, tantalum). Severity 4 expected (national ban, dual-metal, replaces a 3-year-old framework).
source ↗Cobalt — Cobalt-based siccative driers (cobalt octoate, cobalt naphthenate) are used in Henkel's oxidative-cure functional coatings to accelerate crosslinking. Henkel's own conflict-minerals due-diligence programme covers cobalt alongside 3TG (tin, tantalum, tungsten, gold), acknowledging supply-chain traceability exposure in its electronics an…
The prohibition covers the raw/unprocessed form; material processed in DR Congo stays exportable under the order's own exemption — so a DR Congo processing route remains open alongside the alternatives below.
DR Congo supplies 74% of world cobalt mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇩 CD: 🇮🇩 ID 66% · 🇷🇺 RU 12% · 🇲🇬 MG 6.1% · 🇵🇭 PH 5.6% — shares renormalised after removing CD.
CN · stage passed-vote → high likelihood · touches phosphate · flagged 25 Jul 2026, 75d pending
Effective 1 May 2026 China suspended exports of all ordinary industrial sulfuric acid — including the acid co-produced from copper/zinc smelting — with only electronic-grade high-purity acid still exportable under special approval; reporting attributes the measure to a joint Ministry of Commerce (MOFCOM) + General Administration of Customs (GACC) notice, expected to run through end-2026. Sulfuric acid is the indispensable leach/process input for copper hydrometallurgy (SX-EW), phosphate-fertilizer production, and battery-metal (nickel HPAL, lithium) processing, so a China export halt tightens a systemic upstream chokepoint hitting seaborne-acid buyers (Chile/Peru copper, Morocco/India phosphate, Indonesia nickel). This is a DISTINCT instrument from the already-filed 2025-12-12-china-ndrc-phosphate-fertilizer-export-suspension (finished-fertilizer export control) and 2026-03-31-russia-decree-350-sulphur-export-ban-extension (elemental sulphur, different country/product) — it controls the acid itself.
source ↗Phosphate — Bonderite surface-treatment products use zinc-phosphate and iron-phosphate chemistry to pre-treat metal substrates before painting or coating. Phosphoric acid (derived from phosphate rock, an EU Critical Raw Material with >80% supply from Morocco/China) is a direct process input for Henkel's largest industrial surface-treatment line.
China supplies 44% of world phosphate mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇳 CN: 🇲🇦 MA 28% · 🇺🇸 US 15% · 🇷🇺 RU 11% · 🇯🇴 JO 9.2% — shares renormalised after removing CN.
No alternative in our corpus is currently producing — every name below is pre-production, possibly captured, or unverified. Treat this list as a research bench, not a switch you can make today.
CD · stage passed-vote → high likelihood · touches cobalt · flagged 20 Jul 2026, 80d pending
On ~29 June 2026 the Autorité de Régulation et de Contrôle des Marchés des Substances Minérales Stratégiques (ARECOMS) ordered that all first-half-2026 cobalt export quotas left unused by 30 June 2026 be forfeited and recovered, with a 5 July 2026 cutoff, and reallocated into ARECOMS's discretionary "strategic quota" pool (already ~10% of the 96,600 t/yr authorised volume) earmarked for national-interest local-processing projects. This is an escalation/operationalisation of the filed 2025-02-22 ARECOMS cobalt quota system: it concentrates additional volume under state discretionary control, tightens the effective free-market allocation for producers (Glencore/KCC, CMOC, ERG) on the world's dominant cobalt chokepoint (~76% of mine supply), and — via the linked customs-notification malfunction that blocked quota-linked export declarations after 1 July 2026 — created a real short-run supply interruption. IPTM action would be an AMENDMENT to 2025-02-22-drc-arecoms-cobalt-export-ban-quota-system.
source ↗Cobalt — Cobalt-based siccative driers (cobalt octoate, cobalt naphthenate) are used in Henkel's oxidative-cure functional coatings to accelerate crosslinking. Henkel's own conflict-minerals due-diligence programme covers cobalt alongside 3TG (tin, tantalum, tungsten, gold), acknowledging supply-chain traceability exposure in its electronics an…
DR Congo supplies 74% of world cobalt mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇩 CD: 🇮🇩 ID 66% · 🇷🇺 RU 12% · 🇲🇬 MG 6.1% · 🇵🇭 PH 5.6% — shares renormalised after removing CD.
TZ · stage awaiting-signature → high likelihood · touches cobaltnickel · flagged 26 Jun 2026, 104d pending
TZ Finance Bill establishes the Mineral Research Fund capitalised at 10% of gross mineral revenue (~TZS 141 billion/yr at 2025 collection levels); amends the Income Tax Act to formally recognise tax exemptions granted under individual mining Framework Agreements and introduces standard operating procedures — reduces discretionary government risk for large mining investors (Panda Hill niobium, graphite juniors, Buzwagi gold); parallel VAT amendments give equivalent statutory certainty for VAT exemptions; taken together, the bill moves Tanzania from discretionary tax administration toward a rule-of-law-based investor regime for all critical-mineral projects; budget targets Tanzania for top-4 niobium producer status (Panda Hill DA already signed March 24, 2026) and 50% geophysical survey coverage by 2030
source ↗Cobalt — Cobalt-based siccative driers (cobalt octoate, cobalt naphthenate) are used in Henkel's oxidative-cure functional coatings to accelerate crosslinking. Henkel's own conflict-minerals due-diligence programme covers cobalt alongside 3TG (tin, tantalum, tungsten, gold), acknowledging supply-chain traceability exposure in its electronics an…
Nickel — Electroless nickel plating chemistry (nickel sulphate, nickel chloride) is a direct input in Bonderite's surface-treatment and functional-coating portfolio for corrosion-protection applications in automotive and industrial manufacturing. Nickel is an EU CRM with significant supply concentration in Indonesia and Russia.
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.
EU · stage awaiting-signature → high likelihood · touches siliconcobaltphosphatenickel · flagged 15 Jun 2026, 115d pending
Establishes the first legally binding "safe level" benchmark for EU strategic stocks of each of the 17 strategic raw materials listed in the CRMA Annex I; benchmarks used as reference by Member States, financial institutions, and industrial consumers to assess strategic supply risk; mandated every 2 years, so this is the first edition setting the baseline; informs CRMA Art. 23 monitoring obligations and is the evidential basis for Art. 24 corporate-reporting thresholds
source ↗Silicon — Henkel is a major global producer of silicone sealants and adhesives (Loctite SI, Sista, Pattex silicone ranges). Silicon metal is the feedstock for polydimethylsiloxane (PDMS) polymer, the base of all silicone adhesives.
Cobalt — Cobalt-based siccative driers (cobalt octoate, cobalt naphthenate) are used in Henkel's oxidative-cure functional coatings to accelerate crosslinking. Henkel's own conflict-minerals due-diligence programme covers cobalt alongside 3TG (tin, tantalum, tungsten, gold), acknowledging supply-chain traceability exposure in its electronics an…
Phosphate — Bonderite surface-treatment products use zinc-phosphate and iron-phosphate chemistry to pre-treat metal substrates before painting or coating. Phosphoric acid (derived from phosphate rock, an EU Critical Raw Material with >80% supply from Morocco/China) is a direct process input for Henkel's largest industrial surface-treatment line.
+1 more touched material — see the composition section (3) above.
This is a reporting / disclosure obligation — it does not prohibit importing from anywhere, so there is no supplier to switch and we list none. What you must do is what the measure's own text above describes: map the supply chain it covers, run the audit, and file. Its text states no filing deadline — we don't invent one.
Mapping your supply chain is exactly the work this obligation requires — your MacroLens exposure report is that map's starting point.
Further materials are covered in section 6 below.
Revises 30 CFR Part 580 to streamline 10 provisions governing prospecting, leasing, and operations for hard minerals (manganese nodules, cobalt-rich crusts, seafloor massive sulfides) on the US Outer…
Japan's METI + MOF made an affirmative PRELIMINARY determination in an anti-dumping investigation (initiated 22 Jul 2025 on an application from Nippon Steel, Nippon Yakin Kogyo, NAS Stainless Steel S…
Madagascar's Council of Ministers approved resumption of mining-permit issuance on ~28-29 Jan 2026, ending a moratorium in place since 2010 (imposed during a political transition amid mining-title sp…
Minister of Finance, acting under s.
The same Finance Bill 2026/27 already tabled (Parliament-passed 23 June 2026, effective 1 July 2026) inserts a NEW export levy of "10% of the FOB value of the cargo OR TZS 200 per kilogram, whichever…
First federal statutory framework for critical and strategic minerals; establishes CMCE oversight committee, R$2B Mineral Activity Guarantee Fund (0.
Prohibits raw mineral exports unless 30% value-addition achieved domestically; affects Chinese mining companies (dominant in Nigerian critical minerals sector), Western offtake agreements, and all fo…
RESourceEU (COM(2025) 945, 3 Dec 2025) commits the Commission to establish a **European Critical Raw Materials Centre** in early 2026 with four functions: (a) generate **systemic market intelligence…
Replaces 2016 Code Minier; embeds 'sovereignty doctrine' with stronger state participation, local-transformation mandate, and WAEMU-conformity requirements; President Faye targeted adoption before en…
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…
Tanzania's Ministry of Minerals (Minister Anthony Mavunde) has FINALISED a Critical and Strategic Minerals Strategy that takes legal effect only once the Government formally approves and gazettes the…
Minister of Mines, Petroleum and Energy Mamadou Sangafowa-Coulibaly formally launched the revision of Côte d'Ivoire's 2014 Mining Code on 13 June 2026, standing up an expert team drawn from his minis…
Draft law amending Morocco's 2015 Mining Code (led by the Ministry of Energy Transition and Sustainable Development, Minister Leila Benali), with public consultations reported open since ~Feb 2025.
New general mining law (distinct from PL-157 lithium/evaporites bill already in index): 20-year tax stability regime for mining projects; eliminates the 12.
Second wave of CRMA Art.
Indonesia = ~20% of global refined tin exports (Bangka Belitung); a ban on refined-tin exports would force downstream solder/semiconductor-packaging manufacturing domestically; disrupts global electr…
Binding plurilateral trade agreement among like-minded partners (US, EU, Japan and FORGE coalition members) establishing coordinated trade measures for critical mineral supply chains — including bord…
Mandates 15% free-carried interest for Uganda National Mining Company (UNMC) in all new mining licences; introduces mandatory mineral buying centres; tightens local-content and value-addition obligat…
The Energy and Mineral Resources Ministry (ESDM) and Ministry of Finance announced May 11, 2026 that the implementation of higher tiered royalty rates under Government Regulation (PP) 19/2025 — cover…
The 12 July 2025 Bougival Accord (13-page political agreement creating a "State of New Caledonia" within France, pending a 2026 referendum + French organic law) contains an economic-rebuilding pact t…
Saudi sovereign mining vehicle Manara Minerals (PIF + Ma'aden JV) is in advanced negotiations to acquire a 15-20% equity stake (deal value ~USD 1.
Full replacement of the Mining Act 1992 with sweeping new statute: state acquires up to 30% equity in any new mining project (Kumul Minerals free-carry); special mining leases (SML) issued for initia…
If adopted, creates a unified mining regulatory framework across Cameroon, CAR, Congo-Brazzaville, Gabon, Equatorial Guinea, and Chad — harmonising licensing regimes, fiscal terms, transparency oblig…
Introduced 28-Apr-2026 by Sen.
On 10 July 2026 the African Development Bank Group, with the African Union Commission, the AfCFTA Secretariat and UNECA, convened African ministers of mining/energy/industry in Abidjan for the "Minis…
Indonesia = ~50% global nickel mine supply and dominant producer of NPI/ferronickel/MHP; export duty on downstream nickel products (NPI, ferronickel, nickel matte, MHP) would add a material cost laye…
All DRC mining operators (Glencore, CMOC, Ivanhoe Mines, Eurasian Resources Group, and 50+ others) must transfer 5% of share capital to Congolese employees by July 31, 2026 or face permit suspension;…
Ministry of Mines issued operational guidelines for the Mining Sector Reforms component under Scheme for Special Assistance to States for Capital Investment (SASCI) FY2026-27, with total ₹5,000 crore…
5 of 72 filed an explicit in-force stage; the rest (flagged below) default from an absent stage: field, not a filed assertion. Each links to the register entry with its primary source.
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 (derived 2026-10-08), 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.
+26 more tradable names, ranked below these by the same gate.
No alternative in our corpus is currently producing — every name below is pre-production, possibly captured, or unverified. Treat this list as a research bench, not a switch you can make today.
+10 more tradable names, ranked below these by the same gate.
+34 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.