RENK Group

GLEIF (checked 2026-09-13, LEI 894500H8CNSZ53EI6K63) confirms an ISIN (DE000RENK730, added to frontmatter) but reports no parent. Volkswagen AGs own press release (primary source) confirms it sold a 76% stake in RENK AG to Triton in 2020; secondary aggregators (Pestel Analysis, citing RENKs post-2024-IPO free-float disclosures) report Triton retaining approximately 73% after the February 2024 IPO following progressive secondary placements — this current figure is not confirmed against a primary RENK shareholder-structure filing this pass and should be treated as approximate.

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.