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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 →
Lanxess AG (LXS.DE) is a German specialty chemicals company (€6.4 bn revenue, FY2024) organised into three segments: Consumer Protection (biocides, disinfectants, wood protection, insect repellents), Specialty Additives (flame retardants, lubricant additives, plasticizers), and Advanced Intermediates (building-block chemicals for pharma/agrochem, chromium oxide pigments, bromine and phosphorus chemistry).
Lanxess is vertically integrated into bromine via its El Dorado, Arkansas facility and produces chromium oxide pigments at Krefeld-Uerdingen, Germany.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Lanxess AG 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.
Antimony — Antimony trioxide is a co-synergist widely used alongside halogenated and phosphorus-based flame retardants in Lanxess's Consumer Protection and Specialty Additives portfolios. China produces ~70% of global antimony supply (EU critical raw material).
Phosphate — The Specialty Additives segment manufactures phosphorus-based flame retardants (brands: Levagard, Disflamoll) and phosphorus chemicals used as electrolyte ingredients for lithium-ion battery cells. Phosphorus is derived from phosphate rock; Morocco controls ~70% of global reserves (EU SRM list 2023).
Chromium — Lanxess produces chromium oxide (Cr₂O₃) pigments at its Krefeld-Uerdingen site for ceramics, refractory, and colour applications. Chromite ore (>60% from South Africa/Zimbabwe) is the upstream chokepoint; it is on both the EU and US critical-raw-materials lists.
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, 72d 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 — The Specialty Additives segment manufactures phosphorus-based flame retardants (brands: Levagard, Disflamoll) and phosphorus chemicals used as electrolyte ingredients for lithium-ion battery cells. Phosphorus is derived from phosphate rock; Morocco controls ~70% of global reserves (EU SRM list 2023).
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.
ZA · stage passed-committee → elevated likelihood · touches chromium · flagged 15 Jun 2026, 112d pending
If enacted, chrome ore export tax and/or quota would disrupt South Africa's ~2. 4 Mt/yr chrome ore export stream (≈45% of global seaborne supply); beneficiation licensing conditions attached to mineral rights allocations would require FTSE/JSE-listed chrome miners (Samancor/Merafe, Assore, Glencore) to build local ferrochrome and stainless-steel capacity before new rights are allocated; PGMs and other minerals may follow chrome as the test-case model, expanding scope to the full South African mining portfolio
source ↗Chromium — Lanxess produces chromium oxide (Cr₂O₃) pigments at its Krefeld-Uerdingen site for ceramics, refractory, and colour applications. Chromite ore (>60% from South Africa/Zimbabwe) is the upstream chokepoint; it is on both the EU and US critical-raw-materials lists.
This changes the form of what South Africa 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 South Africa-origin raw feed becomes processed-only; the route is a value-added purchase or a South Africa processing partner, not a supplier switch.
chromium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
KZ · stage passed-vote → high likelihood · touches chromium · flagged 29 Jun 2026, 98d pending
Senate-approved package of amendments to Kazakhstan's Code on Subsoil and Subsoil Use (No. 125-VI ZRK): (1) raises the mandatory local (domestic) content share in works and services from 50% to 70% during exploration and extraction of solid minerals INCLUDING URANIUM — a material new in-country-value obligation on the world's #1 uranium producer (Kazatomprom) and its JV partners (Cameco, Orano, CGN/CNNC, Uranium One); (2) digitises geological data and expands electronic auctions for granting subsoil-use rights; (3) grants strategic investors implementing large industrial/innovation projects (>14. 5M MCI) a priority right to explore and extract solid minerals. Re-prices the cost base and access regime for Kazakh uranium, copper, chromium and the country's emerging rare-earth deposits.
source ↗Chromium — Lanxess produces chromium oxide (Cr₂O₃) pigments at its Krefeld-Uerdingen site for ceramics, refractory, and colour applications. Chromite ore (>60% from South Africa/Zimbabwe) is the upstream chokepoint; it is on both the EU and US critical-raw-materials lists.
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.
chromium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
JP · stage awaiting-signature → high likelihood · touches chromium · flagged 29 Jun 2026, 98d pending
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 Strip and Nippon Kinzoku) into nickel-added cold-rolled stainless steel coil, sheet and strip originating in the People's Republic of China and the separate customs territory of Taiwan (Penghu, Kinmen, Matsu); Trade Minister Ryosei Akazawa indicated provisional duties of ~45% on Chinese product and ~21% on Taiwanese product, expected to take effect as soon as July 2026. On 19 Jun 2026 METI/MOF EXTENDED the investigation period by four months to 21 Nov 2026 (final determination pending). IPTM relevance: (1) a RARE Japan-issuer trade remedy — JP has ZERO trade-remedy actions on the register and seldom uses AD, so a Japanese AD wall is a notable issuer + instrument-bloc gap; (2) China/Taiwan-target on nickel-added stainless steel, a nickel+chromium chokepoint-adjacent material; re-prices a China/TW->Japan stainless flow into a major downstream manufacturing base; (3) parallels the active 2025-26 Asian steel-AD wave the register is now capturing (Thailand DFT aluminium-extrusions, Indonesia KADI HRC, Malaysia MITI galvanised steel).
source ↗Chromium — Lanxess produces chromium oxide (Cr₂O₃) pigments at its Krefeld-Uerdingen site for ceramics, refractory, and colour applications. Chromite ore (>60% from South Africa/Zimbabwe) is the upstream chokepoint; it is on both the EU and US critical-raw-materials lists.
A duty raises the cost of the origins the measure names into Japan's market — a cost line on affected flows, not lost availability. Origins outside the measure's named targets are the route around it; the text above names the targets where its source does.
chromium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
SN · stage passed-committee → elevated likelihood · touches phosphate · flagged 13 Jun 2026, 114d 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 — The Specialty Additives segment manufactures phosphorus-based flame retardants (brands: Levagard, Disflamoll) and phosphorus chemicals used as electrolyte ingredients for lithium-ion battery cells. Phosphorus is derived from phosphate rock; Morocco controls ~70% of global reserves (EU SRM list 2023).
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.
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 —…
Zimbabwean officials have signalled intent ("raw chrome exports obsolete") to expand the 25-Feb-2026 raw-mineral/lithium-concentrate export ban (filed) to cover chrome CONCENTRATE specifically — conc…
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 State…
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.
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 26 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. For the 1 it produces, the same restriction supports pricing — a tailwind. 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 2026-10-05), 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.
This company sits on the supply side of chromium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the chromium chokepoint page and the watchlist.
+3 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.
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.