Terbium (Tb) Metal →supply up
Rare earth magnets
Terbium is a critical input to rare earth magnets, so a Tb supply increase should raise magnet availability.
84% confidence
Terbium (Tb) Metal →Stands to benefit
China Southern Rare Earth Group
This company is highly exposed to terbium supply (60% share, 84-month replacement, very low substitutability), so easier Tb availability should benefit it.
79% confidence
Gallium →supply up
Semiconductors and chips
Gallium is a critical input for semiconductors and chips, so improved gallium availability should ease input constraints for that downstream sector.
77% confidence
Terbium (Tb) Metal →Stands to benefit
China Minmetals Rare Earth Co.
The edge shows a material Terbium supply dependence (20% share with 84-month replacement and very low substitutability), so increased Tb supply should help it.
75% confidence
Terbium (Tb) Metal →Stands to benefit
Shenghe Resources Holding Co., Ltd.
The company still has a meaningful Tb supply exposure (8% share, very low substitutability, long replacement lead time), so more Tb supply should provide some benefit.
68% confidence
Hamilton Beach Brands Holding Co. →supply up
Walmart Inc.WMT
Hamilton Beach disclosed Walmart as a customer for about 29% of revenue, so a relief-driven increase in Hamilton Beach output can raise product availability to Walmart.
61% confidence
ROSS STORES, INC. →Stands to benefit
G-III Apparel Group, Ltd.GIII
Ross Stores is a meaningful customer for G-III—sales to Ross were 11.0% of G-III's net sales—so any improvement in Ross's supply position can translate into a noticeable sales uplift for G-III.
57% confidence
Hamilton Beach Brands Holding Co. →supply up
Amazon.com, Inc.AMZN
Hamilton Beach disclosed Amazon as a customer for about 19% of revenue, so a relief-driven increase in Hamilton Beach output can raise product availability to Amazon.
57% confidence
e.l.f. Beauty, Inc. →supply up
Target CorporationTGT
If the upstream electricity improvement increases e.l.f. Beauty's available output, Target receives more e.l.f. product availability; Target is the largest disclosed customer at 18% of net sales.
42% confidence
e.l.f. Beauty, Inc. →supply up
Walmart Inc.WMT
If the upstream electricity improvement increases e.l.f. Beauty's available output, Walmart receives more e.l.f. product availability; Walmart accounts for 13% of net sales.
40% confidence
e.l.f. Beauty, Inc. →supply up
Amazon.com, Inc.AMZN
If the upstream electricity improvement increases e.l.f. Beauty's available output, Amazon receives more e.l.f. product availability; Amazon accounts for 11% of net sales.
38% confidence
e.l.f. Beauty, Inc. →supply up
Sephora (LVMH)
If the upstream electricity improvement increases e.l.f. Beauty's available output, Sephora receives more e.l.f. product availability; Sephora accounts for 10% of net sales.
37% confidence
