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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 →
Italmatch Chemicals S.p.A.
(Genoa, IT; Bain Capital-owned) is a specialty performance-additives maker built around phosphorus chemistry, operating across four markets: water & oil-field additives, lubricant additives, flame retardants, and plastic additives, from 17 manufacturing sites (~20 including 12 countries per its own site-count disclosure) led by the US, Italy, and China.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Italmatch Chemicals S.p.A. 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.
Phosphate (as elemental/red phosphorus and phosphorus pentasulphide) — bulk input, core feedstock. Italmatch's flagship product lines are built directly on phosphorus chemistry: Masteret® and Phoslite® flame retardants are stabilized/microencapsulated red-phosphorus formulations, and its lubricant-additives business runs on phosphorus pentasulphide as the key raw material for zinc-dialkyl-dithiophosphate (ZDDP) antiwear additives. Ita…
Zinc — structural component. ZDDP (zinc dialkyldithiophosphate) lubricant antiwear additives, one of Italmatch's named product lines, use zinc as a named constituent alongside the phosphorus. A defined but secondary input relative to the phosphorus chemistry that is the business's core.
The dossier also records the materials it investigated and rejected — the list above is narrowed deliberately, not cherry-picked. Its own words:
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.
CN · stage passed-vote → high likelihood · touches phosphate · flagged 25 Jul 2026, 74d 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 (as elemental/red phosphorus and phosphorus pentasulphide) — bulk input, core feedstock. Italmatch's flagship product lines are built directly on phosphorus chemistry: Masteret® and Phoslite® flame retardants are stabilized/microencapsulated red-phosphorus formulations, and its lubricant-additives business runs on phosphorus pentasulphide as the key raw material for zinc-dialkyl-dithiophosphate (ZDDP) antiwear additives. Ita…
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.
NG · stage awaiting-signature → high likelihood · touches zinc · flagged 14 Jun 2026, 115d pending
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 foreign-invested mining JVs; builds on existing eMC+ digital cadastre and mandatory value-addition plans introduced Nov 2024; could force processing-plant investment or suspension of raw mineral shipments from Africa's most populous economy; RMRDC = Raw Materials Research and Development Council (the sponsoring agency)
source ↗Zinc — structural component. ZDDP (zinc dialkyldithiophosphate) lubricant antiwear additives, one of Italmatch's named product lines, use zinc as a named constituent alongside the phosphorus. A defined but secondary input relative to the phosphorus chemistry that is the business's core.
This changes the form of what Nigeria exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your Nigeria-origin raw feed becomes processed-only; the route is a value-added purchase or a Nigeria processing partner, not a supplier switch.
Secondary — only if you need to avoid Nigeria entirely: zinc supply outside NG is 🇨🇳 CN 39%, 🇵🇪 PE 14%, 🇦🇺 AU 10% (shares renormalised after removing NG).
PE · stage passed-committee → elevated likelihood · touches zinc · flagged 14 Jun 2026, 115d pending
Reduces maximum idle-concession period from 30 to 15 years (initial production deadline unchanged at 10 yr; penalty extension cut from 20 yr to just 5 yr); eliminates irrevocable legal status of mining concessions for first time in Peruvian law history, making concessions revocable by administrative authority; introduces higher annual fees and stronger production/investment requirements; threatens legal certainty for Peru's undeveloped copper and silver project pipeline — Peru = #2 copper, #4 silver, #1 lead, #2 zinc globally
source ↗Zinc — structural component. ZDDP (zinc dialkyldithiophosphate) lubricant antiwear additives, one of Italmatch's named product lines, use zinc as a named constituent alongside the phosphorus. A defined but secondary input relative to the phosphorus chemistry that is the business's core.
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.
SN · stage passed-committee → elevated likelihood · touches phosphate · flagged 13 Jun 2026, 116d pending
Replaces 2016 Code Minier; embeds 'sovereignty doctrine' with stronger state participation, local-transformation mandate, and WAEMU-conformity requirements; President Faye targeted adoption before end-2025; PM Sonko's May 2026 dismissal may have delayed/revised the bill
source ↗Phosphate (as elemental/red phosphorus and phosphorus pentasulphide) — bulk input, core feedstock. Italmatch's flagship product lines are built directly on phosphorus chemistry: Masteret® and Phoslite® flame retardants are stabilized/microencapsulated red-phosphorus formulations, and its lubricant-additives business runs on phosphorus pentasulphide as the key raw material for zinc-dialkyl-dithiophosphate (ZDDP) antiwear additives. Ita…
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 phosphate · flagged 15 Jun 2026, 114d 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 ↗Phosphate (as elemental/red phosphorus and phosphorus pentasulphide) — bulk input, core feedstock. Italmatch's flagship product lines are built directly on phosphorus chemistry: Masteret® and Phoslite® flame retardants are stabilized/microencapsulated red-phosphorus formulations, and its lubricant-additives business runs on phosphorus pentasulphide as the key raw material for zinc-dialkyl-dithiophosphate (ZDDP) antiwear additives. Ita…
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.
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.
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…
Introduced 28-Apr-2026 by Sen.
1 of 12 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 2026-10-07), 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.
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.
+24 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.