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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.
First Solar Inc. produces across 4 countries — 58% of mapped capacity sits in 🇺🇸 United States (HQ 🇺🇸 United States).
material exposures: tellurium · tin · copper · aluminium
5 register actions name First Solar Inc., issued from 1 country (top: 🇺🇸 United States ×5) — 1 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇺🇸 US USTR 2026 Special 301 Report — Vietnam designated Priority Foreign Country · 2026-04-30 · 160d ago
Its 4 scored input materials trace to 1 supplier country — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (tellurium 80%, aluminium 61%, tin 55%, +1) — nearest ex-🇨🇳 tellurium producer: 🇷🇺 Russia ~7% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇨🇳 China has itself issued 1 register action restricting the input it already dominates — tellurium (1) — max severity 4/5. This share is a demonstrated lever, not just a concentration.Latest: China MOFCOM tungsten/tellurium/bismuth/molybdenum/indium export-licensing controls · 2025-02-04 · 610d ago
Substitutes & lead-time to switch: tellurium → · tin → · copper → · aluminium →
Overlap node: 🇺🇸 United States sits in two of the three layers — 58% of mapped capacity · 5 actions naming First Solar Inc. (max sev 5/5). It regulates the company inside its own borders — exposure is operational, not just trade-facing. its US actions →
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.