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Pick a company to see where it actually produces — every country in its footprint, shaded by capacity share — overlaid with the countries whose register actions name it (severity ring + action count), plus violet arcs to the chokepoint countries its material inputs depend on. The map is a lens; the dossier and register are the source of record.
Ganfeng Lithium produces across 4 countries — 40% of mapped capacity sits in 🇨🇳 China (HQ 🇨🇳 China).
material exposures: lithium · niobium · nickel · cobalt · manganese
9 register actions name Ganfeng Lithium, issued from 5 countries (top: 🇲🇱 ML ×4) — 3 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇦🇷 Argentina–US Strategic Framework for Critical Minerals Supply Chains (FORGE founding bilateral) · 2026-02-04 · 244d ago
Its 5 scored input materials trace to 1 supplier country — 1 refines >70% in a single country. Top input chokepoint: 🇧🇷 Brazil (niobium 89%) — nearest ex-🇧🇷 niobium producer: 🇨🇦 Canada ~8% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇧🇷 Brazil has itself issued 2 register actions restricting the input it already dominates — niobium (2) — max severity 4/5. This share is a demonstrated lever, not just a concentration.Latest: Brazil PL 2780/2024 establishing the Política Nacional de Minerais Críticos e Estratégicos (PNMCE) · 2026-05-06 · 153d ago
Substitutes & lead-time to switch: lithium → · niobium → · nickel → · cobalt →
Overlap node: 🇲🇱 ML sits in two of the three layers — 22% of mapped capacity · 4 actions naming Ganfeng Lithium (max sev 5/5). It regulates the company inside its own borders — exposure is operational, not just trade-facing. its ML actions →Also multi-layer: 🇨🇳 China (produces + regulates) · 🇦🇷 Argentina (produces + regulates)
Named counterparties: this dossier names 26 firms with a source; 2 are in this corpus with a mapped footprint, and 2 of those produce in a country already on this map (🇦🇺 Australia) — the named end of an exposure the country layers show anonymously.PLS Group Ltd. (supplier) 🇦🇺 AU ◆ · Mineral Resources Limited (supplier, related party) 🇦🇺 AU ◆ ◆ = produces in a country already on this map.5 other dossiers name Ganfeng Lithium from the other side (supplier / customer). 24 named firms could not be placed on the map — named in a primary source but not yet onboarded as a dossier, or onboarded without a production footprint. Named, not missing.
Reading the map: green shading = the company's production countries by capacity share, with dots at facility cities (dashed = approximate, country-level). Violet arcs = INPUT DEPENDENCIES — they run from the country that dominates world production/refining of a material the company consumes to the company's base; the % is that country's share of world supply at the named stage, NOT an import/export volume. Severity rings = countries whose register actions name the company.