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MAN designs and manufactures heavy commercial vehicles — diesel and battery-electric trucks and buses — plus stationary/marine/off-highway diesel and gas engines through its MAN Engines business unit.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
TRATON SE's own newsroom: a joint procurement process across all TRATON brands (MAN, Scania, International/Navistar) selected CATL and Northvolt to supply next-generation truck battery cells, sized at ~100 GWh for Europe and ~45 GWh for North America. Cells are assembled into modules/packs at Nuremberg (this dossier's own plant, feeding the eTGL/eTGS/eTGX) and Soedertaelje, Sweden (Scania). A TRATON-group-wide contract, not MAN-specific tonnage.
Second of the two suppliers named in the same 2023-09-28 TRATON announcement. Northvolt filed US Chapter 11 protection 2024-11-21 and Swedish bankruptcy 2025-03-12 (largest industrial bankruptcy in modern Swedish history); its Skellefteaa gigafactory and other assets were subsequently acquired by Lyten (2025). confidence: secondary because no TRATON/MAN statement found in this pass formally confirms the contract was cancelled rather than merely disrupted -- the fact cited is Northvolt's own insolvency, not a TRATON termination notice. Treat as a lapsed leg of the original dual-sourcing plan, not a live counterparty; CATL is the standing supplier of record.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 982 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
ATLAS-L4 autonomous-truck research consortium (MAN as project lead/OEM, German federal-ministry-funded, concluded May 2025): Leoni ('Europe's largest wiring harness manufacturer' per its own release) developed the high-availability wiring harness, power distributors and redundant cable sets for MAN's Level-4 autonomous truck. This is a named, dated, sourced R&D-partnership relationship, not confirmed as an ongoing commercial series-production supply contract -- recorded as the clearest currently-disclosed Leoni-OEM counterparty pair.
Intra-TRATON supply switch: since Northvolt's insolvency, Scania's e-truck battery packs are sourced from sister TRATON brand MAN's Nuremberg assembly plant instead of Scania's own Soedertaelje-Northvolt line, per MAN's own newsroom detailing its third-generation NMC batteries produced in Nuremberg (89 kWh gross / 80 kWh net) across its battery-electric truck and long-distance bus portfolio. related_party: true — both are 100%-owned TRATON SE subsidiaries under common control. The cells MAN assembles into those packs are the CATL row above, per TRATON's 2023-09-28 group-wide announcement. In-corpus dossier: docs/intelligence/dossiers/man-truck-bus.md.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
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.