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Solvay SA is the post-demerger essential-chemicals stub of the former Solvay Group.
GLEIF (LEI 549300MMVL80RTBP3O28) reports no parent on file — Solvay SA has not filed relationship data, which for a widely-held listed company with a disclosed reference shareholder is a filing gap, not evidence of no controlling interest. Solvac SA is the long-term reference shareholder (est. 1983 to manage the founding families' interests); the balance is free float / institutional (Goldman Sachs Group 7.80%, DME Advisors/Greenlight Capital 5.21%, SIH Partners 5.03%, Citigroup 3.03%, each per their own most recent transparency notification).
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Solvay to supply samarium oxide (from La Rochelle, France separation) to Permag/LCM for high-performance magnet production, securing supply over 3-5 years. Announced 2025-11-12; original solvay.com press release now returns HTTP 403, corroborated via Permag's own disclosure of the same agreement (2026-09-23 re-check).
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.
This company sits on the supply side for 5 of its 7 materials — a restriction on those is a tailwind, not a headwind.
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 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.
As a producer, policy pressure across its produced 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.
🇪🇺 EU accounts for 71% of severity-weighted pressure.