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Scania AB (Södertälje, Sweden) makes heavy trucks, buses, and industrial/ marine engines, and is fully owned by TRATON SE, itself majority-owned by Volkswagen Group since VW took Scania fully private in 2014.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
TRATON SE's own newsroom: a joint procurement process across all TRATON brands (Scania, MAN, International/Navistar) selected CATL and Northvolt to supply next-generation truck battery cells, sized at ~100 GWh for Europe and ~45 GWh for North America. Cells are assembled into modules/packs at this dossier's own Soedertaelje plant and at MAN's Nuremberg plant. A TRATON-group-wide contract, not Scania-specific tonnage.
Scania's own page: the 157Ah e-truck cell, rated to 1.5M km, was co-developed specifically with Northvolt (Northvolt Ett gigafactory, Skelleftea), distinct from the arm's-length TRATON/CATL row above. related_party: true — Scania held an equity stake in Northvolt. Northvolt filed US Chapter 11 protection 2024-11-21 and Swedish bankruptcy 2025-03-12 (https://northvolt.com/articles/northvolt-files-for-bankruptcy-in-sweden/); assets subsequently sold to Lyten. This dossier's own 'What they do' prose already records the consequence: Scania now sources battery packs from sister TRATON brand MAN's Nuremberg plant instead (see next row).
Intra-TRATON supply switch: since Northvolt's insolvency, Scania's e-truck battery packs are sourced from sister TRATON brand MAN's Nuremberg assembly plant instead of Scania's own Soedertaelje-Northvolt line, per MAN's own newsroom detailing its third-generation NMC batteries produced in Nuremberg (89 kWh gross / 80 kWh net) across its battery-electric truck and long-distance bus portfolio. related_party: true — both are 100%-owned TRATON SE subsidiaries under common control. The cells MAN assembles into those packs are the CATL row above, per TRATON's 2023-09-28 group-wide announcement. In-corpus dossier: docs/intelligence/dossiers/man-truck-bus.md.
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.
Another tracked dossier names 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: 1011 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.
Scania agreed in December 2022 to supply Girteka with up to 600 battery-electric trucks over four years, plus charging-infrastructure and driver-training support.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag, but Dy/Tb doping is what buys the temperature resistance automotive applications need, so it is doped as a rule pending a disclosed grade.
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 flat.
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.