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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.
Masan High-Tech Materials produces across 1 country — 100% of mapped capacity sits in 🇻🇳 Vietnam (HQ 🇻🇳 Vietnam).
material exposures: tungsten · fluorspar · bismuth · copper
3 register actions name Masan High-Tech Materials, issued from 1 country (top: 🇻🇳 Vietnam ×3) — 1 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇻🇳 Vietnam Geology and Minerals Law amendment (Law No. 147/2025/QH15): rare earths designated 'special strategic' minerals, raw exports prohibited · 2025-12-11 · 301d ago
Its 4 scored input materials trace to 1 supplier country — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (tungsten 90%, bismuth 88%, fluorspar 60%, +1) — nearest ex-🇨🇳 tungsten producer: 🇦🇹 Austria ~4% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time).Armed chokepoint: 🇨🇳 China has itself issued 4 register actions restricting the inputs it already dominates — tungsten (4), bismuth (1) — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China State Council Order No. 839 — Regulations for the Implementation of the Mineral Resources Law · 2026-05-20 · 141d ago
Substitutes & lead-time to switch: tungsten → · copper →
Overlap node: 🇻🇳 Vietnam sits in two of the three layers — 100% of mapped capacity · 3 actions naming Masan High-Tech Materials (max sev 4/5). It regulates the company inside its own borders — exposure is operational, not just trade-facing. its VN actions →
Named counterparties: this dossier names 4 firms with a source; 2 are in this corpus with a mapped footprint, and 1 of those produces in a country already on this map (🇨🇳 China) — the named end of an exposure the country layers show anonymously.H.C. Starck Tungsten GmbH (customer) 🇩🇪 DE ◆ · Buffalo Tungsten Inc (customer) 🇺🇸 US ◆ = produces in a country already on this map.2 other dossiers name Masan High-Tech Materials from the other side (customer). 2 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.