Schneider Electric SE

Schneider Electric SE has no controlling shareholder — one-share-one-vote governance, dispersed institutional ownership; GLEIF (LEI 969500A1YF1XUYYXS284, checked 2026-09-13) reports no parent on file, consistent with SE being the ultimate public parent. Company own major-shareholders disclosure page (cited) confirmed live and current to 31 Dec 2025; its shareholder table did not extract cleanly via automated fetch in this pass, so the no-controlling-shareholder finding is corroborated here by MarketScreener/Morningstar/Simply Wall St secondary aggregators rather than quoted numbers from the primary page.

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.

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.