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What they make, where they produce, the materials that matter — then what is coming, what it would do to the business, and the moves available. Sector: chemicals. Company profile →
Uralkali PJSC is a Russian potash miner and fertilizer producer headquartered in Berezniki, Perm Krai. It develops the Verkhnekamskoye deposit — the world's second-largest potash ore reserve — through five mines and seven ore-treatment mills in the towns of Berezniki and Solikamsk. Its principal product is standard and granular potassium chloride (KCl, muriate of potash); it also produces sodium chloride (halite) and carnallite.
It is an exporter first: roughly 80% of output goes overseas, sold through its own trading arm Uralkali Trading into more than 60 countries, with Brazil, India, China, Southeast Asia, the United States and Europe as the major markets alongside Russia. Production was 11.3 Mt of potassium chloride in 2020; USGS recorded 13.3 Mt/yr of MOP capacity in 2019 against a plan to reach 15 Mt/yr via the Polovodovsky, Solikamsk and Ust-Yayvinsky mine projects. Uralchem holds 81.47% of the shares (as of December 2020).
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Uralkali PJSC produces — approximate output shares from its dossier — not where it sells. Sales geography is not yet in our corpus for any company, so we cannot compute exposure to measures that bite on where products ship: an extraterritorial re-export rule follows the shipment and its material content, not the factory. Where such a measure touches its materials, the policy sections below flag it — but its sales-side incidence is not computable yet, and we say so rather than substitute the production map for it.
Of everything in its products, we track the critical inputs — the materials whose supply is concentrated in few countries, policy-exposed, or hard to substitute — because those are the ones a single measure can move. Each carries its role in the product, quoted from the dossier's own exposure note.
Potash — *the product itself* (`role: producer`). Uralkali mines sylvinite ore and refines it to potassium chloride at Berezniki and Solikamsk.
The dossier also records the materials it investigated and rejected — the list above is narrowed deliberately, not cherry-picked. Its own words:
Scope. The non-critical remainder of the bill of materials — structural steel, polymers, glass and the like — is not tracked here because it is not supply-constrained: this section covers the constrained inputs, which is where policy risk concentrates, not a full bill of materials.
No upcoming policy in our register currently touches potash. The pipeline is re-scanned continuously; this line changes the day that changes.
2 of 8 filed an explicit in-force stage; the rest (flagged below) default from an absent stage: field, not a filed assertion. Each links to the register entry with its primary source.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. For the 1 it produces, the same restriction supports pricing — a tailwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its customers sit in manufacturing, petrochemicals. A measure supporting those sectors supports demand for this company's products; one restricting them puts that demand at risk. The sign shown is the mechanical read — click through to judge whether a measure protects or constrains the customer.
Every tracked material is on the supply side — the strategy here is positioning, not substitution.
This company sits on the supply side of potash. Restrictions by 🇨🇦 CA push buyers toward ex-CA producers — the strategy is to be visible where those buyers look: the potash chokepoint page and the watchlist.
lib/policy-transmission.ts): an export prohibition in the measure's name/text → supply restriction; a raw/unprocessed-export limit or local-processing mandate → beneficiation (form change, not unavailability); reporting/disclosure/due-diligence language → compliance obligation; tariff/trade-remedy language → import cost; subsidy/fast-track/relaxation language → support; investment-screening/M&A language → investment control. When the text carries no signal we fall back to the action-type default and label the chip inferred; when neither exists the card says so and derives no response — we never assert a class the evidence doesn't support.lib/iptm-material-country-production.ts; mining stage preferred, refining as fallback — the stage and source year are in each figure's hover text). Ex-issuer supply removes the ISSUING country and renormalises the remaining listed shares (so they sum to 100% of what's left) — alternatives to the country making the rule, never a default ex-China list. Where the issuer holds no measurable share, the card says so plainly instead of implying supply loss.lib/alternative-viability.ts): each named alternative carries a deployment status — operating / ramping / restarting / development / unknown — derived from word-boundary signal phrases in its own dossier (“operating since 1896”, “restarting the … mine”, “FID taken”), and the verbatim matched phrase is shown as the basis so the claim is auditable; a dossier with no signal stays unknown, never guessed. Any evidenced production date is quoted verbatim (“first production targeted H2 2029” → “no tonnes before 2029”) — we never synthesize one. A measure whose own text claims extraterritorial / re-export / de-minimis / foreign-direct-product / percentage-of-value scope triggers the origin-switching warning above the list: such a rule follows the material, not the seller, so a foreign-made alternative can still be captured. Same-issuer register actions targeting an alternative's country and material mark it may be captured, with the entries linked. “Capacity partly committed” lines quote the dossier verbatim — we hold no structured free-capacity numbers and never imply a utilisation figure.How MacroLens tracks this for you. The policy register files new measures daily and this page recomputes from it — the same chokepoints are monitored live on the watchlist and in the full register.