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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.
Vale S.A. produces across 4 countries — 78% of mapped capacity sits in 🇧🇷 Brazil (HQ 🇧🇷 Brazil).
material exposures: iron-ore · iron-ore-pellets · nickel · copper · cobalt · manganese · rare-earths
26 register actions name Vale S.A., issued from 11 countries (top: 🇮🇩 Indonesia ×9) — 3 of those also sit in its production footprint (regulator ∩ producer).
Latest: 🇺🇸 US USTR Section 301 Determination — Proposed 25% Tariff on All Brazilian Goods · 2026-06-04 · 126d ago
Its 5 scored input materials trace to 1 supplier country — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (manganese 90%, neodymium 85%, cobalt 78%, +2) — nearest ex-🇨🇳 manganese producer: 🇿🇦 South Africa ~5% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time). (2 exposures without scored production data: iron-ore, iron-ore-pellets)Armed chokepoint: 🇨🇳 China has itself issued 19 register actions restricting the inputs it already dominates — neodymium (7), rare-earth-elements (6), rare-earths (5), cobalt (4), +1 more — 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 · 101d ago
Substitutes & lead-time to switch: nickel → · copper → · cobalt → · neodymium →
Overlap node: 🇧🇷 Brazil sits in two of the three layers — 78% of mapped capacity · 6 actions naming Vale S.A. (max sev 4/5). It regulates the company inside its own borders — exposure is operational, not just trade-facing. its BR actions →Also multi-layer: 🇮🇩 Indonesia (produces + regulates) · 🇨🇦 Canada (produces + regulates)
Named counterparties: this dossier names 2 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 (🇨🇳 China · 🇨🇦 Canada · 🇺🇸 United States) — the named end of an exposure the country layers show anonymously.Zhejiang Huayou Cobalt Co., Ltd. (customer) 🇨🇳 CN ◆ · Wheaton Precious Metals Corp (customer) 🇲🇽 MX ◆ ◆ = produces in a country already on this map.4 other dossiers name Vale S.A. from the other side (customer).
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.