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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: chemicals. Company profile →
Prayon SA (Engis, Belgium) is one of the world's leading producers and technology licensors in phosphorus chemistry. Its core products are purified and electronic-grade phosphoric acid, phosphate salts (including sodium hexametaphosphate), and fluorine solutions. A parallel business arm licenses wet-process phosphoric acid technology (Praytech) to ~130 plants worldwide.
Recent expansions include a 2025 electronic-grade phosphoric acid facility (serving semiconductor and high-purity chemistry markets) and the 2024 acquisition of NEI (US specialty phosphate salts). Market segments served span agri-food, personal care, construction chemicals, and electronics. Prayon is owned 50/50 by Wallonie Entreprendre (the Walloon regional public investment holding) and Morocco's OCP Group — OCP is therefore not only Prayon's phosphate-rock supplier but also a direct co-owner of the company.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Prayon SA 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.
Phosphate rock — the primary upstream feedstock for all Prayon wet-process acid production. Prayon is materially dependent on phosphate rock sourced through its OCP (Morocco) partnership and the co-located Emaphos/Praytech Maroc joint venture at Jorf Lasfar.
Fluorite (fluorspar) — Prayon offers a "fluorine solutions" product line. Wet-process acid production also liberates fluorosilicic acid from fluorapatite in phosphate rock, creating both a by-product stream and a potential fluoride input requirement for higher-purity fluorine products.
Sulfur / sulfuric acid — wet-process phosphoric acid production chemically requires sulfuric acid (made from sulfur) to digest phosphate rock. This input is unavoidable for all wet-process operators.
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 5 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.
CN · stage passed-vote → high likelihood · touches phosphatesulfur · flagged 25 Jul 2026, 73d pending
Effective 1 May 2026 China suspended exports of all ordinary industrial sulfuric acid — including the acid co-produced from copper/zinc smelting — with only electronic-grade high-purity acid still exportable under special approval; reporting attributes the measure to a joint Ministry of Commerce (MOFCOM) + General Administration of Customs (GACC) notice, expected to run through end-2026. Sulfuric acid is the indispensable leach/process input for copper hydrometallurgy (SX-EW), phosphate-fertilizer production, and battery-metal (nickel HPAL, lithium) processing, so a China export halt tightens a systemic upstream chokepoint hitting seaborne-acid buyers (Chile/Peru copper, Morocco/India phosphate, Indonesia nickel). This is a DISTINCT instrument from the already-filed 2025-12-12-china-ndrc-phosphate-fertilizer-export-suspension (finished-fertilizer export control) and 2026-03-31-russia-decree-350-sulphur-export-ban-extension (elemental sulphur, different country/product) — it controls the acid itself.
source ↗Phosphate rock — the primary upstream feedstock for all Prayon wet-process acid production. Prayon is materially dependent on phosphate rock sourced through its OCP (Morocco) partnership and the co-located Emaphos/Praytech Maroc joint venture at Jorf Lasfar.
Sulfur / sulfuric acid — wet-process phosphoric acid production chemically requires sulfuric acid (made from sulfur) to digest phosphate rock. This input is unavoidable for all wet-process operators.
China supplies 44% of world phosphate mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇳 CN: 🇲🇦 MA 28% · 🇺🇸 US 15% · 🇷🇺 RU 11% · 🇯🇴 JO 9.2% — shares renormalised after removing CN.
No alternative in our corpus is currently producing — every name below is pre-production, possibly captured, or unverified. Treat this list as a research bench, not a switch you can make today.
China supplies 23% of world sulfur mining — that share of your supply base is what this measure cuts off.
Supply outside 🇨🇳 CN: 🇺🇸 US 17% · 🇷🇺 RU 15% · 🇸🇦 SA 15% · 🇦🇪 AE 12% — shares renormalised after removing CN.
SN · stage passed-committee → elevated likelihood · touches phosphate · flagged 13 Jun 2026, 115d pending
Replaces 2016 Code Minier; embeds 'sovereignty doctrine' with stronger state participation, local-transformation mandate, and WAEMU-conformity requirements; President Faye targeted adoption before end-2025; PM Sonko's May 2026 dismissal may have delayed/revised the bill
source ↗Phosphate rock — the primary upstream feedstock for all Prayon wet-process acid production. Prayon is materially dependent on phosphate rock sourced through its OCP (Morocco) partnership and the co-located Emaphos/Praytech Maroc joint venture at Jorf Lasfar.
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.
MN · stage draft-published → moderate likelihood · touches fluorspar · flagged 27 Jun 2026, 101d pending
Mongolia's cabinet approved and submitted to the State Great Khural a draft amending ~40% of the 2006 Minerals Law: (i) cuts the maximum exploration-licence duration from 12 to 6 years while raising holding fees (to curb speculative licence-trading/flipping); (ii) introduces a STATUTORY definition of "critical minerals" (aligned to Mongolia's 11-mineral list: molybdenum, manganese, nickel, copper, fluorspar, graphite, REEs, cobalt, lithium, PGMs, tungsten) and a SEPARATE licensing regime for downstream beneficiation plants; (iii) mandates mine-closure plans + financial bonding once a mine reaches 75% of its life; aims to accelerate licence issuance and expand the resource base. Mongolia is a structural China/Russia-flanked chokepoint pursuing Western REE/copper partnerships (US FORGE, JP, KR), so a domestic critical-minerals statutory regime + downstream-processing licensing reprices the entry terms for any foreign developer of Mongolian copper/REE/fluorspar (Oyu Tolgoi-adjacent, Erdenes critical-minerals SOE pipeline).
source ↗Fluorite (fluorspar) — Prayon offers a "fluorine solutions" product line. Wet-process acid production also liberates fluorosilicic acid from fluorapatite in phosphate rock, creating both a by-product stream and a potential fluoride input requirement for higher-purity fluorine products.
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.
fluorspar — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
EU · stage awaiting-signature → high likelihood · touches phosphate · flagged 15 Jun 2026, 113d pending
Establishes the first legally binding "safe level" benchmark for EU strategic stocks of each of the 17 strategic raw materials listed in the CRMA Annex I; benchmarks used as reference by Member States, financial institutions, and industrial consumers to assess strategic supply risk; mandated every 2 years, so this is the first edition setting the baseline; informs CRMA Art. 23 monitoring obligations and is the evidential basis for Art. 24 corporate-reporting thresholds
source ↗Phosphate rock — the primary upstream feedstock for all Prayon wet-process acid production. Prayon is materially dependent on phosphate rock sourced through its OCP (Morocco) partnership and the co-located Emaphos/Praytech Maroc joint venture at Jorf Lasfar.
This is a reporting / disclosure obligation — it does not prohibit importing from anywhere, so there is no supplier to switch and we list none. What you must do is what the measure's own text above describes: map the supply chain it covers, run the audit, and file. Its text states no filing deadline — we don't invent one.
Mapping your supply chain is exactly the work this obligation requires — your MacroLens exposure report is that map's starting point.
MA · stage in-consultation → moderate likelihood · touches phosphate · flagged 4 Sept 2026, 32d pending
Draft law amending Morocco's 2015 Mining Code (led by the Ministry of Energy Transition and Sustainable Development, Minister Leila Benali), with public consultations reported open since ~Feb 2025. Three structural changes: (1) a National Commission for Strategic and Critical Minerals empowered to designate an official list of "strategic and critical minerals" — Morocco's first formal legal mechanism to do so, which would sit upstream of and interact directly with the phosphate chokepoint (Morocco holds ~70% of world phosphate-rock reserves via OCP); (2) the digital mining cadastre (governance/transparency layer — this component has ALREADY gone live, launched 2026-04-07, and is queued separately to filing. md as an enacted action); (3) sharply increased penalties for illegal mining/prospecting (unauthorised prospecting: MAD 100k-1m; illegal extraction/transport/sale: up to MAD 2m). Morocco is chokepoint-tier and thinly covered (only 4 prior MA actions: 2022 Investment Charter, an AfDB agriculture loan, the 2026 Loi de Finances, and a Feb-2026 mining-tender notice — none creates a minerals-designation regime).
source ↗Phosphate rock — the primary upstream feedstock for all Prayon wet-process acid production. Prayon is materially dependent on phosphate rock sourced through its OCP (Morocco) partnership and the co-located Emaphos/Praytech Maroc joint venture at Jorf Lasfar.
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.
RESourceEU (COM(2025) 945, 3 Dec 2025) commits the Commission to establish a **European Critical Raw Materials Centre** in early 2026 with four functions: (a) generate **systemic market intelligence…
Introduced 28-Apr-2026 by Sen.
None of these filed an explicit stage — in-force status defaults from an absent stage: field (flagged below), not a claim any filer made. Each still links to the register entry with its primary source; verify stage before treating as a confirmed baseline.
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 manufacturing, petrochemicals. 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.
For each bought material: the ex-controller producers a procurement team can actually reach, from the alternatives map (derived 2026-10-06), viability-gated — each name carries its deployment status (with the verbatim dossier phrase it rests on), a capture check against the measure being escaped, and any contracted-capacity evidence. Deployable-now names sort first; a developer with zero tonnes is shown demoted, never dressed up as a switch you can make today. Tradability is inherited from the listing layer, never guessed.
This company sits on the supply side of fluorspar. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the fluorspar chokepoint page and the watchlist.
No alternative in our corpus is currently producing — every name below is pre-production, possibly captured, or unverified. Treat this list as a research bench, not a switch you can make today.
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.