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Solikamsk Magnesium Plant (SM
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.
mining.com names Neo Performance Materials as a buyer of SMZ's raw rare-earth material. Neo's own AIF for fiscal 2024 states that Neo's Silmet facility (Sillamäe, Estonia) sources the majority of its rare earth feedstock from a Russian supplier (not named there), not currently restricted by sanctions, and that SWIFT removal has made paying it harder (https://www.neomaterials.com/wp-content/uploads/2025/03/Neo-AIF-2025-vF.pdf). SMZ is at Solikamsk, Perm Krai, Russia; the material goes to Estonia, not Canada. Pair identity rests on the secondary source; no share_pct disclosed.
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 5 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
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 producer, policy pressure across its produced 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.