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TEPCO is Japan's largest electric utility, generating and transmitting power across the Kanto region (greater Tokyo) from a domestic fleet of nuclear (Kashiwazaki-Kariwa, restarting Units 6/7 through 2025-2026), thermal, and hydro plants, and is now building out offshore wind at scale — a ¥1.7 trillion (~$10.8bn) slice of its January 2026 ¥11 trillion 10-year investment plan, via joint ventures with Ørsted (Choshi) and Sumitomo Corporation (420 MW Nagasaki Saikai Enoshima, using Vestas 15 MW turbines).
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.