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: mining metals. Company profile →
Zinnwald Lithium plc was a London-listed (AIM: ZNWD), pre-production mining developer whose sole asset is the Zinnwald Lithium Project in Saxony, Germany, operated through its wholly owned German subsidiary Zinnwald Lithium GmbH. AMG Critical Materials N.V.
(Euronext Amsterdam: AMG, dossier `amg-as`) completed a scheme-of-arrangement acquisition of the ~71% of Zinnwald Lithium it did not already own on 2026-07-27; the AIM listing was cancelled 2026-07-28 and Zinnwald is now a wholly-owned subsidiary of AMG Lithium B.V. / AMG Critical Materials N.V. The project targets the Zinnwald-Cinovec hard-rock deposit — a greisen-hosted zinnwaldite (lithium mica) body on the Germany/Czech border historically mined for tin and tungsten from the 16th century to 1945. The company's 2025 Pre-Feasibility Study outlines a phased plan to produce battery-grade lithium hydroxide (18,000 tpa in Phase 1, rising to 35,100 tpa in Phase 2) with a mine life in excess of 40 years, alongside tin and tungsten as byproduct credits from the same ore. It is not yet a producer; the company secured a permit for an exploration tunnel to access the ore body in 2026 and had the Saxon state government's public backing prior to the AMG acquisition.
Verbatim from the dossier's “What they do” section — sources on the company profile.
This is where Zinnwald Lithium 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.
Tin and tungsten — byproduct credits, not standalone exposure. The Zinnwald-Cinovec ore body is a legacy Sn-W-Li greisen deposit; cassiterite (tin) and wolframite (tungsten) occur in the same host rock the company plans to mine for lithium. Company PFS disclosures report project operating costs both before and after byproduct credits, confirming tin and tungsten recovery is part of the current mine…
Lithium — the project's entire value proposition. The Zinnwald deposit is one of the largest hard-rock lithium resources in Europe (2024 MRE: 226.8 Mt at 0.
Tin and tungsten — byproduct credits, not standalone exposure. The Zinnwald-Cinovec ore body is a legacy Sn-W-Li greisen deposit; cassiterite (tin) and wolframite (tungsten) occur in the same host rock the company plans to mine for lithium. Company PFS disclosures report project operating costs both before and after byproduct credits, confirming tin and tungsten recovery is part of the current mine…
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.
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.
CD · stage passed-vote → high likelihood · touches tungstenlithium · flagged 14 Jun 2026, 113d pending
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; reprices extraction economics across the entire DRC critical-mineral portfolio
source ↗Tin and tungsten — byproduct credits, not standalone exposure. The Zinnwald-Cinovec ore body is a legacy Sn-W-Li greisen deposit; cassiterite (tin) and wolframite (tungsten) occur in the same host rock the company plans to mine for lithium. Company PFS disclosures report project operating costs both before and after byproduct credits, confirming tin and tungsten recovery is part of the current mine…
Lithium — the project's entire value proposition. The Zinnwald deposit is one of the largest hard-rock lithium resources in Europe (2024 MRE: 226.8 Mt at 0.
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.
tungsten — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
lithium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
BR · stage passed-vote → high likelihood · touches lithium · flagged 19 Jun 2026, 108d pending
First federal statutory framework for critical and strategic minerals; establishes CMCE oversight committee, R$2B Mineral Activity Guarantee Fund (0. 2% gross revenue levy on critical-mineral companies), mandatory 0. 3% gross revenue R&D investment, 20% tax credits for domestic mineral transformation projects; limits raw-mineral exports where domestic processing capacity exists; covers niobium explicitly (CBMM/CMOC supply ~85% of global niobium — Brazil is a structural chokepoint); Chamber passed 343-97 on 7 May 2026, Senate review pending
source ↗Lithium — the project's entire value proposition. The Zinnwald deposit is one of the largest hard-rock lithium resources in Europe (2024 MRE: 226.8 Mt at 0.
This changes the form of what Brazil 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 Brazil-origin raw feed becomes processed-only; the route is a value-added purchase or a Brazil processing partner, not a supplier switch.
lithium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
NG · stage awaiting-signature → high likelihood · touches lithiumtin · flagged 14 Jun 2026, 113d pending
Prohibits raw mineral exports unless 30% value-addition achieved domestically; affects Chinese mining companies (dominant in Nigerian critical minerals sector), Western offtake agreements, and all foreign-invested mining JVs; builds on existing eMC+ digital cadastre and mandatory value-addition plans introduced Nov 2024; could force processing-plant investment or suspension of raw mineral shipments from Africa's most populous economy; RMRDC = Raw Materials Research and Development Council (the sponsoring agency)
source ↗Lithium — the project's entire value proposition. The Zinnwald deposit is one of the largest hard-rock lithium resources in Europe (2024 MRE: 226.8 Mt at 0.
Tin and tungsten — byproduct credits, not standalone exposure. The Zinnwald-Cinovec ore body is a legacy Sn-W-Li greisen deposit; cassiterite (tin) and wolframite (tungsten) occur in the same host rock the company plans to mine for lithium. Company PFS disclosures report project operating costs both before and after byproduct credits, confirming tin and tungsten recovery is part of the current mine…
This changes the form of what Nigeria 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 Nigeria-origin raw feed becomes processed-only; the route is a value-added purchase or a Nigeria processing partner, not a supplier switch.
lithium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
tin — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
EU · stage awaiting-signature → high likelihood · touches tungstenlithium · flagged 15 Jun 2026, 112d 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 ↗Tin and tungsten — byproduct credits, not standalone exposure. The Zinnwald-Cinovec ore body is a legacy Sn-W-Li greisen deposit; cassiterite (tin) and wolframite (tungsten) occur in the same host rock the company plans to mine for lithium. Company PFS disclosures report project operating costs both before and after byproduct credits, confirming tin and tungsten recovery is part of the current mine…
Lithium — the project's entire value proposition. The Zinnwald deposit is one of the largest hard-rock lithium resources in Europe (2024 MRE: 226.8 Mt at 0.
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.
MN · stage draft-published → moderate likelihood · touches tungstenlithium · flagged 27 Jun 2026, 100d pending
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 holding fees (to curb speculative licence-trading/flipping); (ii) introduces a STATUTORY definition of "critical minerals" (aligned to Mongolia's 11-mineral list: molybdenum, manganese, nickel, copper, fluorspar, graphite, REEs, cobalt, lithium, PGMs, tungsten) and a SEPARATE licensing regime for downstream beneficiation plants; (iii) mandates mine-closure plans + financial bonding once a mine reaches 75% of its life; aims to accelerate licence issuance and expand the resource base. Mongolia is a structural China/Russia-flanked chokepoint pursuing Western REE/copper partnerships (US FORGE, JP, KR), so a domestic critical-minerals statutory regime + downstream-processing licensing reprices the entry terms for any foreign developer of Mongolian copper/REE/fluorspar (Oyu Tolgoi-adjacent, Erdenes critical-minerals SOE pipeline).
source ↗Tin and tungsten — byproduct credits, not standalone exposure. The Zinnwald-Cinovec ore body is a legacy Sn-W-Li greisen deposit; cassiterite (tin) and wolframite (tungsten) occur in the same host rock the company plans to mine for lithium. Company PFS disclosures report project operating costs both before and after byproduct credits, confirming tin and tungsten recovery is part of the current mine…
Lithium — the project's entire value proposition. The Zinnwald deposit is one of the largest hard-rock lithium resources in Europe (2024 MRE: 226.8 Mt at 0.
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.
tungsten — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
lithium — you sit on the supply side: a measure tightening others' supply pushes buyers toward you, so your move is positioning, not substitution (chokepoint page).
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.
Chinese battery-materials major Zhejiang Huayou Cobalt (603799.
Cabinet-cleared bill to replace the 2006 Minerals and Mining Act, Act 703: raises mining royalties from current 3–5% range to 9–12% (price-linked sliding scale), introduces a new medium-scale mining…
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…
Mandates 15% free-carried interest for Uganda National Mining Company (UNMC) in all new mining licences; introduces mandatory mineral buying centres; tightens local-content and value-addition obligat…
On 28-Nov-2025 European Metals Holdings announced the Czech government approved a grant of up to EUR 360M under the Ministry of Industry and Trade's "Strategic Investments for a Climate-Neutral Econo…
In March 2026 the outgoing Boric administration reportedly fast-tracked and submitted to the Contraloría General de la República (Chile's comptroller) a batch of ~5 further Contratos Especiales de Op…
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…
Draft law amending Morocco's 2015 Mining Code (led by the Ministry of Energy Transition and Sustainable Development, Minister Leila Benali), with public consultations reported open since ~Feb 2025.
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…
Indonesia = ~20% of global refined tin exports (Bangka Belitung); a ban on refined-tin exports would force downstream solder/semiconductor-packaging manufacturing domestically; disrupts global electr…
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…
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.
On 10 July 2026 the African Development Bank Group, with the African Union Commission, the AfCFTA Secretariat and UNECA, convened African ministers of mining/energy/industry in Abidjan for the "Minis…
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…
On 11 May 2026 Huayou Cobalt announced an all-cash agreement to acquire ASX/AIM-listed Atlantic Lithium for USD 210m, taking control of the Ewoyaa project (~1.
On 11 Feb 2025 the Attorney General of Canada filed a Notice of Application (Federal Court file T-472-25) seeking a court order under ICA s.
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…
3 of 55 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.
⚠ Extraterritorial measure — switching supplier origin may not exit its scope.
China MOFCOM Announcement No. 1 [2026] — country-specific dual-use export controls on Japan claims reach over foreign-made goods (“extraterritorial”) — the rule follows the material, not the seller, so an alternative outside the issuer can still be captured if its products contain or are made with in-scope inputs. Verify each alternative's feedstock origin before treating it as an exit.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. For the 3 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 ev batteries, permanent magnets, ev motors, wind turbines, defence… — read via the graph's critical minerals node, the nearest equivalent of its sector. 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 tungsten. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the tungsten chokepoint page and the watchlist.
This company sits on the supply side of lithium. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the lithium chokepoint page and the watchlist.
This company sits on the supply side of tin. Restrictions by 🇨🇳 CN push buyers toward ex-CN producers — the strategy is to be visible where those buyers look: the tin 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.