China →Shortage risk
Gallium
China accounts for 98% of gallium supply in the graph, so export controls there create a very large shortage risk.
97% confidence
China →Shortage risk
Terbium (Tb) Metal
China supplies 95% of terbium metal here, so restrictions on Chinese exports can sharply reduce availability.
96% confidence
China →Delays
e.l.f. Beauty, Inc.ELF
The company discloses that substantially all of its third-party suppliers and manufacturers are in China, making it highly exposed to Chinese export restrictions.
90% confidence
China →Delays
Hamilton Beach Brands Holding Co.HBB
Hamilton Beach says about two-thirds of its suppliers are based in China, so export controls there can delay or disrupt sourcing.
84% confidence
Rare earth magnets →Shortage risk
Terbium (Tb) Metal
Terbium is a critical upstream input already on the traced path into rare earth magnets, so export controls on the upstream Chinese supplier can tighten its availability and constrain magnet production.
80% confidence
China →Delays
ROSS STORES, INC.ROST
Ross says more than half of the goods it sells originate from China, so Chinese export controls can slow or constrain merchandise flow into its supply chain.
76% confidence
Home appliances →Prices ease
Hermetic Compressors (HVAC)
If the rare-earth shock cuts home appliance output, demand for this critical compressor input falls, putting downward pressure on its price.
67% confidence
Home appliances →Prices ease
NdFeB Rare Earth Magnets
Reduced appliance production lowers demand for NdFeB magnets embedded in motors and other appliance components, depressing prices.
66% confidence
Home appliances →Prices ease
Brushless DC (BLDC) Electric Motors
Home appliance output weakness would reduce demand for BLDC motors, a major appliance input, creating price pressure to the downside.
66% confidence
De Beers Group →Shortage risk
Cut & Polished Diamonds
If De Beers' output is constrained, its supply of cut & polished diamonds tightens; the 30% market share and 12-month replacement lead time make the hit material.
64% confidence
Home appliances →Prices ease
R600a Isobutane Refrigerant
A hit to refrigerator and appliance output would reduce refrigerant purchases, easing demand and pushing prices lower.
62% confidence
Home appliances →Prices ease
Intelligent Power Modules (IPM) / IGBT
If appliance builds slow, orders for inverter and power-electronics modules used in those products soften, weighing on prices.
62% confidence
Home appliances →Prices ease
Glass-Ceramic Cooktop Panels
A slowdown in appliance production reduces orders for cooktop panels used in that segment, which can दब. lower prices.
55% confidence
De Beers Group →Shortage risk
Lab-Grown Diamonds (CVD/HPHT)
Any De Beers supply constraint would also reduce its lab-grown diamond line, but the 8% share and high substitutability make the transmission weaker.
49% confidence
