Ørsted A/S

Danish State is the controlling/majority shareholder (50.1% pre-Oct-2025 rights issue) and remained majority shareholder through the 2025 capital raise per Ørsted's own investor-relations page; exact current stake not confirmed to a specific post-issue percentage in accessible sources this pass.

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: 987 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.

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.

🇬🇧 GB accounts for 100% of severity-weighted pressure.