Marelli Corporation (Magneti Marelli, Kragujevac)

Private; formerly controlled by KKR via Marelli Holdings Co., Ltd. (Saitama, Japan; KKR combined Calsonic Kansei and Magneti Marelli into Marelli in 2019). Marelli Holdings filed US Chapter 11 in June 2025 under a restructuring support agreement converting secured term-loan debt to equity, handing effective control to the lender consortium (reported members include Strategic Value Partners, Deutsche Bank, MBK Partners, Fortress Investment Group and Polus Capital Management) and displacing KKR as controlling sponsor. As of the most recent reporting found (June 2026), the exit from Chapter 11 was not yet final and Stellantis/Nissan were in talks to acquire specific business lines (Stellantis: suspension plus Poland/Brazil/Mexico plants; Nissan: Japan cockpit assets) rather than the whole company, and no completed deal or final post-exit cap table was found. Individual lender stake percentages are not publicly disclosed.

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.