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Mkango Resources is a UK/Canada dual-listed rare-earth company spanning the full magnet supply chain, not a single mine: - Upstream — Songwe Hill, Malawi. A rare-earth (monazite) deposit with a completed feasibility study (2022); Mkango's flagship undeveloped resource. - Midstream — Puławy, Poland.
Widely held, dual-listed (AIM/TSX-V) parent company -- GLEIF reports no parent for Mkango Resources Ltd. (LEI 213800RPILRWRUYNTS85, jurisdiction CA-BC). TR-1 major-holdings notifications on file (e.g. Spreadex Ltd, Apr/Aug 2026) reflect disclosable derivative/voting-rights positions, not a controlling shareholder. No controlling shareholder found.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
HyProMag (Mkango subsidiary via Maginito) recycled NdFeB magnets used by Siemens in a SIMOTICS servomotor rotor presented at Hannover Messe 26 (21 Apr 2026). As of this release HyProMag had produced 9.2t of recycled NdFeB alloy powder, 7.4t shipped to customers; Siemens is the only customer named in the release, from >20 given samples.
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.
This company sits on the supply side for 4 of its 4 materials — a restriction on those is a tailwind, not a headwind.
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 producer, policy pressure across its produced 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.