Vital Metals Ltd

Widely held, ASX-listed (VML) -- no shareholder holds a majority. Largest disclosed holders are Strategic Resources, LLC and Cany Capital Fund LLC (~20% each) and Shenghe Resources Holding Co., Ltd. (~9.97%); the latter is a Chinese state-linked rare-earth producer, notable given the dossier's Western/non-China supply framing, though it is a minority stake with no board control disclosed. No parent_slug applies.

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 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 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.

No actions in the register have named or swept this company in the last 24 months.