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MAHLE is a privately-held (foundation-owned) German automotive supplier, restructured from January 2025 into three units: Powertrain and Charging (pistons, cylinder components, electric drives, power electronics — €3.9bn 2025 revenue), Thermal and Fluid Systems (filtration, engine peripherals, EV/battery thermal management — €6.1bn), and Lifecycle and Mobility (aftermarket — €1.2bn).
Group exposure score is 83 including 1 tracked subsidiary — standalone is 80.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
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.
No actions in the register have named or swept this company in the last 24 months.