Loading…
Loading…
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: industrial. Company profile →
Westinghouse designs the AP1000 pressurized-water reactor (the world's most-deployed Gen III+ design) and its AP300 SMR derivative and eVinci microreactor, fabricates nuclear fuel assemblies (PWR, BWR, VVER) from enriched uranium, and provides reactor components and plant O&M services. Ownership sits with Cameco (49%) and Brookfield — combined Brookfield Asset Management/Brookfield Renewable stakes (51%) — since the deal closed Nov 2023; Brookfield's Toronto, Canada base means Westinghouse's registered US domicile diverges from its majority-controlling owner's jurisdiction. Key sites: Cranberry Township, PA (HQ); Columbia, SC (fuel fabrication, operating since 1969, ~10% of all US electricity's fuel); Västerås, Sweden (PWR/BWR/VVER fuel assemblies, BWR fuel channels and control rods); and Springfields, UK (UF6 conversion, ~5,000 tU/yr capacity, restart FID pending).
Verbatim from the dossier's “What they do” section — sources on the company profile.
No production footprint is recorded in its dossier yet — its HQ country is 🇺🇸 United States, a registration fact, not a production or sales claim. We say so rather than guess.
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.
Silver and indium — structural component (control-rod alloy). Ag-In-Cd (~80/15/5% by weight) is the standard Westinghouse PWR control-rod alloy — silver is the majority constituent, indium a real but minority (~15%) alloy component, not a trace dopant.
Uranium — bulk input and product. Westinghouse is a genuine upstream-to-midstream fuel-cycle participant, not merely an assembler of externally fabricated fuel: it converts natural uranium to UF6 at Springfields and fabricates finished fuel assemblies at Columbia and Västerås.
Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
Silver and indium — structural component (control-rod alloy). Ag-In-Cd (~80/15/5% by weight) is the standard Westinghouse PWR control-rod alloy — silver is the majority constituent, indium a real but minority (~15%) alloy component, not a trace dopant.
Boron — structural component (control rods/shielding). Boron carbide (B4C) has been used in Westinghouse BWR control-rod blades since its original CR-70 design and generally in reactor shielding. Global enrichment and fuel-fabrication capacity remains concentrated in Russia's Rosatom, which has largely avoided Western sanctions post-2022 for lack of near-term replacement capacity.
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.
The top 5 are ranked mechanically — what the instrument does (its transmission class: an export ban is not a reporting duty), × how close to law (stage-derived likelihood band, never a probability) × how much of your tracked bill of materials it touches. Each unfolds as a chain: trigger → what it hits → the response the instrument actually calls for. A measure touching a material you produce can be an opportunity, not a threat.
KZ · stage passed-vote → high likelihood · touches uraniumchromium · flagged 29 Jun 2026, 99d pending
Senate-approved package of amendments to Kazakhstan's Code on Subsoil and Subsoil Use (No. 125-VI ZRK): (1) raises the mandatory local (domestic) content share in works and services from 50% to 70% during exploration and extraction of solid minerals INCLUDING URANIUM — a material new in-country-value obligation on the world's #1 uranium producer (Kazatomprom) and its JV partners (Cameco, Orano, CGN/CNNC, Uranium One); (2) digitises geological data and expands electronic auctions for granting subsoil-use rights; (3) grants strategic investors implementing large industrial/innovation projects (>14. 5M MCI) a priority right to explore and extract solid minerals. Re-prices the cost base and access regime for Kazakh uranium, copper, chromium and the country's emerging rare-earth deposits.
source ↗Uranium — bulk input and product. Westinghouse is a genuine upstream-to-midstream fuel-cycle participant, not merely an assembler of externally fabricated fuel: it converts natural uranium to UF6 at Springfields and fabricates finished fuel assemblies at Columbia and Västerås.
Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
JP · stage awaiting-signature → high likelihood · touches nickelchromium · flagged 29 Jun 2026, 99d pending
Japan's METI + MOF made an affirmative PRELIMINARY determination in an anti-dumping investigation (initiated 22 Jul 2025 on an application from Nippon Steel, Nippon Yakin Kogyo, NAS Stainless Steel Strip and Nippon Kinzoku) into nickel-added cold-rolled stainless steel coil, sheet and strip originating in the People's Republic of China and the separate customs territory of Taiwan (Penghu, Kinmen, Matsu); Trade Minister Ryosei Akazawa indicated provisional duties of ~45% on Chinese product and ~21% on Taiwanese product, expected to take effect as soon as July 2026. On 19 Jun 2026 METI/MOF EXTENDED the investigation period by four months to 21 Nov 2026 (final determination pending). IPTM relevance: (1) a RARE Japan-issuer trade remedy — JP has ZERO trade-remedy actions on the register and seldom uses AD, so a Japanese AD wall is a notable issuer + instrument-bloc gap; (2) China/Taiwan-target on nickel-added stainless steel, a nickel+chromium chokepoint-adjacent material; re-prices a China/TW->Japan stainless flow into a major downstream manufacturing base; (3) parallels the active 2025-26 Asian steel-AD wave the register is now capturing (Thailand DFT aluminium-extrusions, Indonesia KADI HRC, Malaysia MITI galvanised steel).
source ↗Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
A duty raises the cost of the origins the measure names into Japan's market — a cost line on affected flows, not lost availability. Origins outside the measure's named targets are the route around it; the text above names the targets where its source does.
ZA · stage passed-committee → elevated likelihood · touches chromium · flagged 15 Jun 2026, 113d pending
If enacted, chrome ore export tax and/or quota would disrupt South Africa's ~2. 4 Mt/yr chrome ore export stream (≈45% of global seaborne supply); beneficiation licensing conditions attached to mineral rights allocations would require FTSE/JSE-listed chrome miners (Samancor/Merafe, Assore, Glencore) to build local ferrochrome and stainless-steel capacity before new rights are allocated; PGMs and other minerals may follow chrome as the test-case model, expanding scope to the full South African mining portfolio
source ↗Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
This changes the form of what South Africa exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your South Africa-origin raw feed becomes processed-only; the route is a value-added purchase or a South Africa processing partner, not a supplier switch.
South Africa supplies 45% of world chromium mining — that is the stake if its terms tighten.
Secondary — only if you need to avoid South Africa entirely: chromium supply outside ZA is 🇹🇷 TR 36%, 🇰🇿 KZ 28%, 🇮🇳 IN 12% (shares renormalised after removing ZA).
TZ · stage awaiting-signature → high likelihood · touches nickel · flagged 26 Jun 2026, 102d pending
TZ Finance Bill establishes the Mineral Research Fund capitalised at 10% of gross mineral revenue (~TZS 141 billion/yr at 2025 collection levels); amends the Income Tax Act to formally recognise tax exemptions granted under individual mining Framework Agreements and introduces standard operating procedures — reduces discretionary government risk for large mining investors (Panda Hill niobium, graphite juniors, Buzwagi gold); parallel VAT amendments give equivalent statutory certainty for VAT exemptions; taken together, the bill moves Tanzania from discretionary tax administration toward a rule-of-law-based investor regime for all critical-mineral projects; budget targets Tanzania for top-4 niobium producer status (Panda Hill DA already signed March 24, 2026) and 50% geophysical survey coverage by 2030
source ↗Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
The filed text doesn't state this instrument's mechanism clearly enough to classify, so we don't guess a response — the measure text above is the read.
EU · stage awaiting-signature → high likelihood · touches indiumnickelboron · flagged 15 Jun 2026, 113d pending
Establishes the first legally binding "safe level" benchmark for EU strategic stocks of each of the 17 strategic raw materials listed in the CRMA Annex I; benchmarks used as reference by Member States, financial institutions, and industrial consumers to assess strategic supply risk; mandated every 2 years, so this is the first edition setting the baseline; informs CRMA Art. 23 monitoring obligations and is the evidential basis for Art. 24 corporate-reporting thresholds
source ↗Silver and indium — structural component (control-rod alloy). Ag-In-Cd (~80/15/5% by weight) is the standard Westinghouse PWR control-rod alloy — silver is the majority constituent, indium a real but minority (~15%) alloy component, not a trace dopant.
Nickel and chromium — structural component (alloy). AP1000 steam generators use Inconel 690 (Ni-Cr-Fe) tubing, documented in NRC/Westinghouse technical literature.
Boron — structural component (control rods/shielding). Boron carbide (B4C) has been used in Westinghouse BWR control-rod blades since its original CR-70 design and generally in reactor shielding. Global enrichment and fuel-fabrication capacity remains concentrated in Russia's Rosatom, which has largely avoided Western sanctions post-2022 for lack of near-term replacement capacity.
This is a reporting / disclosure obligation — it does not prohibit importing from anywhere, so there is no supplier to switch and we list none. What you must do is what the measure's own text above describes: map the supply chain it covers, run the audit, and file. Its text states no filing deadline — we don't invent one.
Mapping your supply chain is exactly the work this obligation requires — your MacroLens exposure report is that map's starting point.
Further materials are covered in section 6 below.
Royalty near-triples on Manono lithium project (Zijin Mining/La Cominière, DRC's first industrial lithium mine commissioning June 2026) and all DRC tantalum, niobium, tungsten, uranium, REE operators…
Revises 30 CFR Part 580 to streamline 10 provisions governing prospecting, leasing, and operations for hard minerals (manganese nodules, cobalt-rich crusts, seafloor massive sulfides) on the US Outer…
Reduces maximum idle-concession period from 30 to 15 years (initial production deadline unchanged at 10 yr; penalty extension cut from 20 yr to just 5 yr); eliminates irrevocable legal status of mini…
Madagascar's Council of Ministers approved resumption of mining-permit issuance on ~28-29 Jan 2026, ending a moratorium in place since 2010 (imposed during a political transition amid mining-title sp…
Minister of Mines, Petroleum and Energy Mamadou Sangafowa-Coulibaly formally launched the revision of Côte d'Ivoire's 2014 Mining Code on 13 June 2026, standing up an expert team drawn from his minis…
Mongolia's cabinet approved and submitted to the State Great Khural a draft amending ~40% of the 2006 Minerals Law: (i) cuts the maximum exploration-licence duration from 12 to 6 years while raising…
New general mining law (distinct from PL-157 lithium/evaporites bill already in index): 20-year tax stability regime for mining projects; eliminates the 12.
10% free-carried state equity in ALL new mining and energy projects (no-cost government stake via Epangelo Mining); consultations on 51% Namibian ownership in new mining ventures; maximum royalty rat…
RESourceEU (COM(2025) 945, 3 Dec 2025) commits the Commission to establish a **European Critical Raw Materials Centre** in early 2026 with four functions: (a) generate **systemic market intelligence…
Tanzania's Ministry of Minerals (Minister Anthony Mavunde) has FINALISED a Critical and Strategic Minerals Strategy that takes legal effect only once the Government formally approves and gazettes the…
VP Constantino Chiwenga announced at the Zimbabwe-China Business Forum (Hangzhou) that Zimbabwe will no longer issue new mining licences for operations that extract only one mineral from a deposit —…
Zimbabwean officials have signalled intent ("raw chrome exports obsolete") to expand the 25-Feb-2026 raw-mineral/lithium-concentrate export ban (filed) to cover chrome CONCENTRATE specifically — conc…
The Energy and Mineral Resources Ministry (ESDM) and Ministry of Finance announced May 11, 2026 that the implementation of higher tiered royalty rates under Government Regulation (PP) 19/2025 — cover…
The 12 July 2025 Bougival Accord (13-page political agreement creating a "State of New Caledonia" within France, pending a 2026 referendum + French organic law) contains an economic-rebuilding pact t…
If adopted, creates a unified mining regulatory framework across Cameroon, CAR, Congo-Brazzaville, Gabon, Equatorial Guinea, and Chad — harmonising licensing regimes, fiscal terms, transparency oblig…
Binding plurilateral trade agreement among like-minded partners (US, EU, Japan and FORGE coalition members) establishing coordinated trade measures for critical mineral supply chains — including bord…
Second wave of CRMA Art.
Indonesia = ~50% global nickel mine supply and dominant producer of NPI/ferronickel/MHP; export duty on downstream nickel products (NPI, ferronickel, nickel matte, MHP) would add a material cost laye…
Saudi sovereign mining vehicle Manara Minerals (PIF + Ma'aden JV) is in advanced negotiations to acquire a 15-20% equity stake (deal value ~USD 1.
Full replacement of the Mining Act 1992 with sweeping new statute: state acquires up to 30% equity in any new mining project (Kumul Minerals free-carry); special mining leases (SML) issued for initia…
Ministry of Mines issued operational guidelines for the Mining Sector Reforms component under Scheme for Special Assistance to States for Capital Investment (SASCI) FY2026-27, with total ₹5,000 crore…
6 of 56 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. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its sector (industrial) has no downstream edges in our supply-chain adjacency graph — no downstream signal in the register.
For each bought material: the ex-controller producers a procurement team can actually reach, from the alternatives map (derived 2026-10-06), viability-gated — each name carries its deployment status (with the verbatim dossier phrase it rests on), a capture check against the measure being escaped, and any contracted-capacity evidence. Deployable-now names sort first; a developer with zero tonnes is shown demoted, never dressed up as a switch you can make today. Tradability is inherited from the listing layer, never guessed.
+6 more tradable names, ranked below these by the same gate.
+34 more tradable names, ranked below these by the same gate.
+35 more tradable names, ranked below these by the same gate.
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.