Loading…
Loading…
Porsche AG (P911.DE) manufactures high-performance sports cars and premium SUVs: the 911, Taycan (full BEV), Macan EV (full BEV), Panamera, and Cayenne. The Taycan and Macan EV are Porsche's two fully electric models; the Cayenne will add a full-EV variant from its fourth generation.
GLEIF confirms Volkswagen AG as both direct and ultimate parent of Dr. Ing. h.c. F. Porsche Aktiengesellschaft (parent_reported: true). Porsche AG dossier: parent_slug set to vow3-de (Volkswagen AG, in corpus). Percentages above are the 2022 IPO baseline structure (Reuters); Porsche own IR page as of 2025-12-31 confirms the same shareholder composition in kind but does not restate percentages, so any drift since 2022 is not independently confirmed in this pass.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Battery-cell supplier for the Porsche Taycan (pouch cells; current J1.2 generation uses NMC 811 chemistry). Not itemized as a named supplier in Porsche's own annual/sustainability report found in this pass -- sourced to industry press (electrive.com, batterydesign.net, TaycanForum owner-community sourcing of teardown data), not a Porsche primary disclosure.
Battery-cell supplier for the Porsche Macan EV (NMC 811 prismatic cells). Not itemized as a named supplier in Porsche's own annual/sustainability report found in this pass -- sourced to industry press (electrek.co, carnewschina.com).
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.
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.