Holcim Ltd

Every exposure is read as a buyer dependency by model default, not a company disclosure; 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 any of them.

Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.

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.

🇪🇺 EU accounts for 60% of severity-weighted pressure.