China →Shortage risk
Terbium (Tb) Metal
China supplies 95% of terbium metal, so a production halt there would severely constrain supply.
98% confidence
China →Shortage risk
Gallium
China supplies 98% of gallium, so a production halt in China would sharply cut availability.
98% confidence
China →Shortage risk
e.l.f. Beauty, Inc.ELF
e.l.f. says substantially all of its third-party suppliers and manufacturers are in China and certain other foreign countries, so a China halt would disrupt a large share of its sourcing.
96% confidence
China →Shortage risk
Hamilton Beach Brands Holding Co.HBB
About two-thirds of Hamilton Beach's suppliers are based in China, so a China production halt would materially constrain its supply base.
94% confidence
China →Shortage risk
ROSS STORES, INC.ROST
Ross says more than half of the goods it sells originate from China, so a China production halt would constrain merchandise availability.
91% confidence
China →Shortage risk
Mettler-Toledo International Inc.MTD
Mettler-Toledo says its Chinese operations accounted for about 29% of global production, so a halt in China would remove a substantial production base.
90% confidence
Tungsten Carbide (Cutting Tools / Bits) →Shortage risk
Power & hand tools
Tungsten carbide is a critical input to power & hand tools, so a production halt makes the downstream good scarce.
90% confidence
Bonded NdFeB Magnetic Powder (Magnequench-Type, for Small Motors) →Delays
Power & hand tools
Bonded NdFeB magnetic powder is a direct motor input for power & hand tools, so a production halt would stretch lead times for finished-tool assembly.
74% confidence
Bonded NdFeB Magnetic Powder (Magnequench-Type, for Small Motors) →Delays
Small kitchen appliances
This input feeds small motors used in small kitchen appliances, so a halt would delay appliance production and shipments.
71% confidence
Bonded NdFeB Magnetic Powder (Magnequench-Type, for Small Motors) →Delays
Vacuums & floor care
Vacuums and floor-care products depend on small motors, so reduced bonded powder supply would slow their manufacturing flow.
70% confidence
Bonded NdFeB Magnetic Powder (Magnequench-Type, for Small Motors) →Delays
Headphones, speakers & home audio
This powder is used in small motor applications tied to home-audio devices, so a halt would likely lengthen production lead times.
68% confidence
Toy Plastic Resin (ABS/PP/PVC) →Prices ease
Canada
A halt in toy production weakens ABS/PP/PVC offtake, and Canada's 30.8% supply share makes it the most exposed to lower resin prices and sales.
64% confidence
Toy Plastic Resin (ABS/PP/PVC) →Prices ease
South Korea (Republic of Korea)
The toy-factory halt reduces resin demand, and South Korea's 25.6% share means its exporters face meaningful price pressure.
62% confidence
Toy Plastic Resin (ABS/PP/PVC) →Prices ease
Mexico
With toy output halted, Mexico's 12.9% share of resin supply is exposed to softer demand and weaker pricing.
58% confidence
Toy Plastic Resin (ABS/PP/PVC) →Prices ease
Taiwan
The production halt trims resin consumption, so Taiwan's 7.2% supply share faces a smaller but still real price hit.
55% confidence
Cold-Heading-Quality (CHQ) Steel Wire Rod →Prices ease
Canada
Canada is the largest stated source share for CHQ steel wire rod, so a downstream production halt that softens CHQ demand would most strongly pressure Canadian CHQ shipments and prices.
38% confidence
Cold-Heading-Quality (CHQ) Steel Wire Rod →Prices ease
Japan
Japan is another major CHQ source share, so weaker downstream orders would likely lower Japanese CHQ export demand and pricing.
34% confidence
