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What they make, where they produce, the materials that matter — then what is coming, what it would do to the business, and the moves available. Sector: mining metals. Company profile →
New Century Resources operates the Century zinc operation at Lawn Hill, Queensland — Australia's largest tailings-retreatment operation and one of the top ~15 zinc producers globally. Rather than mining fresh ore, it hydraulically remobilizes previously mined tailings, pumps the slurry to a processing plant, and recovers zinc concentrate via flotation. Sibanye-Stillwater built a stake from 19.
99% (Dec 2021) to a majority via an off-market takeover, then compulsorily acquired the remaining shares; New Century Resources was suspended from ASX quotation 6 April 2023 and removed from the Official List 11 May 2023. Per the operator's own "Statistics as at 31 December 2023" — the most recent figures publicly available — the operation was expected to keep producing low-cost metal through at least 2027, with exploration aiming to extend mine life to 2030+; these are 2023-vintage figures, not independently re-confirmed as of this dossier's last refresh.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where New Century Resources Limited produces — approximate output shares from its dossier — not where it sells. Sales geography is not yet in our corpus for any company, so we cannot compute exposure to measures that bite on where products ship: an extraterritorial re-export rule follows the shipment and its material content, not the factory. Where such a measure touches its materials, the policy sections below flag it — but its sales-side incidence is not computable yet, and we say so rather than substitute the production map for it.
Of everything in its products, we track the critical inputs — the materials whose supply is concentrated in few countries, policy-exposed, or hard to substitute — because those are the ones a single measure can move. Each carries its role in the product, quoted from the dossier's own exposure note.
Zinc — bulk output, this is the operation's entire product. New Century is a pure-play zinc producer (upstream supply, not a downstream consumer): its single asset exists to recover zinc concentrate from historical tailings. This is a supply-side exposure — the company's economics and relevance to the zinc market track directly with zinc price and offtake, rather than the demand-side "input to a…
Scope. The non-critical remainder of the bill of materials — structural steel, polymers, glass and the like — is not tracked here because it is not supply-constrained: this section covers the constrained inputs, which is where policy risk concentrates, not a full bill of materials.
The top 3 are ranked mechanically — what the instrument does (its transmission class: an export ban is not a reporting duty), × how close to law (stage-derived likelihood band, never a probability) × how much of your tracked bill of materials it touches. Each unfolds as a chain: trigger → what it hits → the response the instrument actually calls for. A measure touching a material you produce can be an opportunity, not a threat.
NG · stage awaiting-signature → high likelihood · touches zinc · flagged 14 Jun 2026, 115d pending
Prohibits raw mineral exports unless 30% value-addition achieved domestically; affects Chinese mining companies (dominant in Nigerian critical minerals sector), Western offtake agreements, and all foreign-invested mining JVs; builds on existing eMC+ digital cadastre and mandatory value-addition plans introduced Nov 2024; could force processing-plant investment or suspension of raw mineral shipments from Africa's most populous economy; RMRDC = Raw Materials Research and Development Council (the sponsoring agency)
source ↗Zinc — bulk output, this is the operation's entire product. New Century is a pure-play zinc producer (upstream supply, not a downstream consumer): its single asset exists to recover zinc concentrate from historical tailings. This is a supply-side exposure — the company's economics and relevance to the zinc market track directly with zinc price and offtake, rather than the demand-side "input to a…
This changes the form of what Nigeria exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your Nigeria-origin raw feed becomes processed-only; the route is a value-added purchase or a Nigeria processing partner, not a supplier switch.
zinc — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
PE · stage passed-committee → elevated likelihood · touches zinc · flagged 14 Jun 2026, 115d pending
Reduces maximum idle-concession period from 30 to 15 years (initial production deadline unchanged at 10 yr; penalty extension cut from 20 yr to just 5 yr); eliminates irrevocable legal status of mining concessions for first time in Peruvian law history, making concessions revocable by administrative authority; introduces higher annual fees and stronger production/investment requirements; threatens legal certainty for Peru's undeveloped copper and silver project pipeline — Peru = #2 copper, #4 silver, #1 lead, #2 zinc globally
source ↗Zinc — bulk output, this is the operation's entire product. New Century is a pure-play zinc producer (upstream supply, not a downstream consumer): its single asset exists to recover zinc concentrate from historical tailings. This is a supply-side exposure — the company's economics and relevance to the zinc market track directly with zinc price and offtake, rather than the demand-side "input to a…
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
zinc — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
BO · stage draft-published → moderate likelihood · touches zinc · flagged 17 Jun 2026, 112d pending
New general mining law (distinct from PL-157 lithium/evaporites bill already in index): 20-year tax stability regime for mining projects; eliminates the 12. 5% impuesto adicional IUE-RM on extraordinary commodity-price gains; retains 25% company profits tax (IUE) and 5% royalty; streamlines licensing from current 9–15 years to international norms; enables association contracts between private companies and cooperatives; coordinated with a forthcoming general investment law incorporating fiscal and non-fiscal incentives; framed around reversing 15+ years of investment drought; backing from World Bank; bill to be presented to Asamblea Legislativa Plurinacional after Mining Summit (May 18–20, 2026); target: executive submission late July 2026
source ↗Zinc — bulk output, this is the operation's entire product. New Century is a pure-play zinc producer (upstream supply, not a downstream consumer): its single asset exists to recover zinc concentrate from historical tailings. This is a supply-side exposure — the company's economics and relevance to the zinc market track directly with zinc price and offtake, rather than the demand-side "input to a…
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
zinc — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
1 of 6 filed an explicit in-force stage; the rest (flagged below) default from an absent stage: field, not a filed assertion. Each links to the register entry with its primary source.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. For the 1 it produces, the same restriction supports pricing — a tailwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its customers sit in ev batteries, permanent magnets, ev motors, wind turbines, defence… — read via the graph's critical minerals node, the nearest equivalent of its sector. A measure supporting those sectors supports demand for this company's products; one restricting them puts that demand at risk. The sign shown is the mechanical read — click through to judge whether a measure protects or constrains the customer.
Every tracked material is on the supply side — the strategy here is positioning, not substitution.
This company sits on the supply side of zinc. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the zinc chokepoint page and the watchlist.
lib/policy-transmission.ts): an export prohibition in the measure's name/text → supply restriction; a raw/unprocessed-export limit or local-processing mandate → beneficiation (form change, not unavailability); reporting/disclosure/due-diligence language → compliance obligation; tariff/trade-remedy language → import cost; subsidy/fast-track/relaxation language → support; investment-screening/M&A language → investment control. When the text carries no signal we fall back to the action-type default and label the chip inferred; when neither exists the card says so and derives no response — we never assert a class the evidence doesn't support.lib/iptm-material-country-production.ts; mining stage preferred, refining as fallback — the stage and source year are in each figure's hover text). Ex-issuer supply removes the ISSUING country and renormalises the remaining listed shares (so they sum to 100% of what's left) — alternatives to the country making the rule, never a default ex-China list. Where the issuer holds no measurable share, the card says so plainly instead of implying supply loss.lib/alternative-viability.ts): each named alternative carries a deployment status — operating / ramping / restarting / development / unknown — derived from word-boundary signal phrases in its own dossier (“operating since 1896”, “restarting the … mine”, “FID taken”), and the verbatim matched phrase is shown as the basis so the claim is auditable; a dossier with no signal stays unknown, never guessed. Any evidenced production date is quoted verbatim (“first production targeted H2 2029” → “no tonnes before 2029”) — we never synthesize one. A measure whose own text claims extraterritorial / re-export / de-minimis / foreign-direct-product / percentage-of-value scope triggers the origin-switching warning above the list: such a rule follows the material, not the seller, so a foreign-made alternative can still be captured. Same-issuer register actions targeting an alternative's country and material mark it may be captured, with the entries linked. “Capacity partly committed” lines quote the dossier verbatim — we hold no structured free-capacity numbers and never imply a utilisation figure.How MacroLens tracks this for you. The policy register files new measures daily and this page recomputes from it — the same chokepoints are monitored live on the watchlist and in the full register.