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This is a multipart message in MIME format. ------=_NextPart_000_0011_01DCC697.4D750BF0 Content-Type: text/plain; charset="windows-1257" Content-Transfer-Encoding: 8bit _____ From: Vasileios Tsianos > Sent: Tuesday, March 31, 2026 12:52:18 PM To: Peeter Kadarik - MKM >; Margus Raha > Subject: Amendments proposals to Industrial Accelerator Act Tähelepanu! Tegemist on välisvõrgust saabunud kirjaga. Tundmatu saatja korral palume linke ja faile mitte avada. Kind greetings, The proposed amendments to the IAA from Neo: We ask that the EU amend Annex II so that, where a wind turbine uses permanent magnets, those magnets must be one of the mandatory Union-origin components, and make that rule binding in auctions as a pre-qualification condition. Specifically: 1. No need not reopen the 2025/1178 list unless you need to narrow the term to rare-earth sintered magnets specifically. It already lists “permanent magnets of wind turbines” as a main specific component for both onshore and offshore wind. The actual loophole is in the IAA draft, which lets wind comply via other components, so magnets can still be skipped. 2. Main redline: amend IAA proposal COM(2026)100, Article 34(8), Annex II, Part I point 1(d), and Part II point (d) to add: “Where the wind turbine incorporates permanent magnets, permanent magnets of wind turbines shall constitute one of the main specific components required to originate in the Union.” Use “originate in the Union”, not “EU producer,” because that is the draft’s legal test. 3. We need a real magnet quota, not just mandatory inclusion. We recommend to add a percentage in the same two Annex II points: “For wind turbines incorporating permanent magnets, at least [>30]% of the value of the permanent magnets of wind turbines incorporated in the wind turbine shall originate in the Union.” That is the cleanest way to create a legal domestic-share rule for magnets themselves. 4. For offshore wind, amend auctions too, not only procurement. In Article 26 / Annex II Part II(d), make the magnet requirement a pre-qualification criterion, not just an award criterion. The Commission’s impact assessment says auctions drive about 60% of EU wind deployment, so procurement-only misses much of offshore wind. 5. Close the origin-equivalence workaround. Add a carve-out in Articles 28e and 28f so FTA/customs-union/GPA-origin content does not automatically count as Union-origin for wind magnets. Otherwise non-EU magnet content can still qualify. 6. Tighten the waivers if the mandate must be real. Carve the wind-magnet rule out of Article 25a(3)(c)-(d) and Article 26(5), otherwise cost and delay derogations can waive it. 7. One-line legal gap statement: CRMA creates upstream supply, circularity, recyclability and recycled-content rules for permanent magnets, but not downstream sourcing mandates for wind developers; current NZIA resilience rules are anti-concentration rules, not EU local-content obligations. 8. Recital support: add a recital stating that an explicit wind-magnet rule is justified because the Commission’s own impact assessment identifies about 93% single-country dependency for permanent magnets of wind turbines, and the current one-/two-component wind rule does not guarantee that this dependency is covered. With appreciation, Vasileios Tsianos Senior Vice President Neo Performance Materials (TSX: NEO) Mobile (WhatsApp/Signal): +1 647 389 0353 This e-mail message is confidential, may be legally privileged and is intended for the exclusive use of the addressee. If you have received this message in error, please destroy the e-mail message and any attachments or copies and inform us of the delivery error by return e-mail. Thank you for your cooperation. ------=_NextPart_000_0011_01DCC697.4D750BF0 Content-Type: text/html; charset="windows-1257" Content-Transfer-Encoding: quoted-printable

=  

 

From: Vasileios Tsianos <v.tsianos@neomaterials.com= >
Sent: Tuesday, March 31, 2026 12:52:18 PM
To: Peeter Kadarik - MKM <peeter.kadarik@mkm.ee>; = Margus Raha <margus.raha@kliimaminis= teerium.ee>
Subject: Amendments proposals to Industrial Accelerator = Act

 

T=E4helepanu! Tegemist on v=E4lisv=F5rgust saabunud = kirjaga.
Tundmatu saatja korral palume linke ja faile mitte = avada.

Kind = greetings, 

 

The = proposed amendments to the IAA from Neo:

 

We ask that the EU amend Annex II = so that, where a wind turbine uses permanent magnets, those magnets must = be one of the mandatory Union-origin components, and make that rule = binding in auctions as a pre-qualification condition. Specifically:

  1. No need not reopen the 2025/1178 = list unless you need to narrow the term to rare-earth sintered magnets = specifically. It = already lists =93permanent magnets of wind turbines=94 as a main specific = component for both onshore and offshore wind. The actual loophole is in = the IAA draft, which lets wind comply via other components, so magnets = can still be skipped.
  1. Main redline: amend IAA proposal COM(2026)100, Article 34(8), Annex II, Part I point = 1(d), and Part II point (d) to add:
    =93Where the wind turbine incorporates permanent magnets, permanent = magnets of wind turbines shall constitute one of the main specific = components required to originate in the Union.=94
    Use =93originate in the Union=94, not =93EU producer,=94 because = that is the draft=92s legal test.
  1. We need a real magnet quota, not = just mandatory inclusion. We recommend to add a percentage in the same = two Annex II points:
    =93For wind turbines incorporating permanent magnets, at least = [>30]% of the value of the permanent magnets of wind turbines = incorporated in the wind turbine shall originate in the = Union.=94
    That is the cleanest way to create a legal domestic-share rule for = magnets themselves.
  1. For offshore wind, amend auctions = too, not only procurement. In Article 26 / Annex II Part II(d), make the magnet requirement a = pre-qualification criterion, not just an award criterion. The = Commission=92s impact assessment says auctions drive about 60% of EU wind deployment, so procurement-only misses much = of offshore wind.
  2. Close the origin-equivalence = workaround. Add a = carve-out in Articles 28e and 28f so FTA/customs-union/GPA-origin content = does not automatically count as Union-origin for wind = magnets. Otherwise non-EU magnet content can still qualify.
  3. Tighten the waivers if the mandate = must be real. Carve the = wind-magnet rule out of Article 25a(3)(c)-(d) and Article 26(5), otherwise = cost and delay derogations can waive it.
  4. One-line legal gap = statement: CRMA creates upstream supply, circularity, recyclability and = recycled-content rules for permanent magnets, but not downstream sourcing mandates for wind developers; = current NZIA resilience rules are anti-concentration rules, = not EU local-content obligations.
  5. Recital support: add a recital stating that an explicit = wind-magnet rule is justified because the Commission=92s own impact = assessment identifies about 93% single-country dependency for permanent magnets of wind = turbines, and the current one-/two-component wind rule does not = guarantee that this dependency is covered.

 

With = appreciation,

Vasileios Tsianos
Senior Vice President
Neo Performance Materials (TSX: NEO)

Mobile (WhatsApp/Signal): +1 647 389 = 0353

This e-mail message is confidential, may be legally privileged = and is intended for the exclusive use of the addressee. If you have = received this message in error, please destroy the e-mail message and any attachments or copies and inform us of the = delivery error by return e-mail. Thank you for your = cooperation.

 

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