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Mitsubishi Electric is a diversified Japanese electrical/electronics conglomerate spanning eight segments: Building Systems (elevators, escalators), Energy & Public Utility Systems, Factory Automation (servo motors, PLCs, CNC, industrial robots), Automotive Equipment (motors, inverters, EV/HEV powertrain electronics), Semiconductor & Devices (power modules, RF devices), Air Conditioning & Home Products, Transportation Systems (traction equipment for Shinkansen and urban rail), and Defense & Space Systems (radar, satellite communications, and in-house satellite bus manufacturing).
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.
🇨🇳 CN accounts for 100% of severity-weighted pressure.