US supplies most of the world's plasma; China depends on it heavily
The headline points to dependence on US plasma supplies, implying a major exposure in the global blood-plasma supply chain.
Source →The trace
How it reaches your house.
Starting from Human Source Plasma (Paid Donation), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Blood products →Shortage riskHuman Source Plasma (Paid Donation)
Blood products are almost entirely dependent on human source plasma (0.99 dependency), so a shock to U.S.-supplied plasma maps to a severe shortage in this key input.
94% confidenceCSL Behring →Shortage riskHuman Source Plasma (Paid Donation)
CSL Behring depends on this plasma input, and the edge’s 33% market share plus low substitutability and 18-month replacement lead time imply a meaningful supply squeeze if U.S. plasma availability tightens.
84% confidenceGrifols →Shortage riskHuman Source Plasma (Paid Donation)
Grifols depends on paid human plasma as a core input, and a tighter US plasma market would reduce availability of this low-substitutability input with a long 18-month replacement lead time.