Loading…
Loading…
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.
Frencken Europe B.V. produces across 5 countries — 35% of mapped capacity sits in 🇳🇱 Netherlands (HQ 🇳🇱 Netherlands).
material exposures: neodymium · copper · helium
No register action names Frencken Europe B.V. yet — footprint only.
Its 3 scored input materials trace to 2 supplier countries — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (neodymium 85%, copper 48%) — nearest ex-🇨🇳 neodymium producer: 🇲🇾 Malaysia ~8% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇨🇳 China has itself issued 15 register actions restricting the inputs it already dominates — neodymium (7), rare-earth-elements (6), rare-earths (5) — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China MOFCOM Announcement No. 27 [2026] — 20 more Japanese entities incl. National Institute for Defense Studies added to Control List · 2026-06-29 · 99d ago
Substitutes & lead-time to switch: neodymium → · copper → · helium →
Overlap node: 🇨🇳 China sits in two of the three layers — 20% of mapped capacity · dominant world supplier of 2 scored inputs (neodymium 85%). It hosts capacity AND controls an input feeding it — a two-sided lever.Also multi-layer: 🇺🇸 United States (produces + supplies)
Named counterparties: this dossier names 1 firm with a source; 0 are in this corpus with a mapped footprint.1 named firm 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.