Vports Espirito Santo: record 4.1 million tonnes in H1 2026
Higher port throughput indicates increased flow capacity for bulk and container cargo through the terminal.
Source →The trace
How it reaches your house.
Starting from Port and crane equipment, 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
Port and crane equipment →Stands to benefitShip-to-Shore (STS) Quay Crane — Complete Unit
Record higher terminal throughput and ongoing capacity expansion imply stronger demand for complete quay-crane units, which benefits this critical upstream input.
61% confidencePort and crane equipment →Stands to benefitVariable Frequency Drive (VFD) Systems for Cranes
More crane-capacity buildout and heavier utilization should raise demand for crane drive-control systems, helping this high-dependency component.
57% confidencePort and crane equipment →Stands to benefitHop 2
Variable Frequency Drive (VFD) Systems for Cranes →Stands to benefitA busier terminal implies more crane utilization and VFD demand, and Siemens' 30% share means it captures a large portion of the incremental orders.
64% confidenceVariable Frequency Drive (VFD) Systems for Cranes →Stands to benefitHigher port throughput should lift demand for crane VFD systems, and ABB's 25% supply share makes it a major beneficiary.
63% confidenceShip-to-Shore (STS) Quay Crane — Complete Unit →Stands to benefitHop 3
China →supply upChina supplies 98% of gallium, so added China-side flow capacity should materially increase gallium availability downstream.
90% confidenceChina →supply upWith 95% of terbium metal supply coming from China, improved China throughput should materially raise terbium availability.
88% confidenceChina →supply upArtificial Plant Plastics (PE/PP/PVC + Wire)
China accounts for 94.8% of supply, so greater China flow capacity should increase availability of these plastics and wire inputs.
Hop 4
Gallium →supply upGallium is marked as a critical input to semiconductors and chips, so higher gallium availability would ease that input constraint and raise chip supply.
60% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Semiconductors and chips
Companies you may own
Siemens AGABB Ltd.ZPMC (Zhenhua Heavy Industries)Danfoss Drives (inc. Vacon)China Baowu Steel GroupROKMTKonecranes plcCMCOLiebherr Container CranesMitsui E&S / PACECO Corp.SZ:002419Liebherr Container Cranes Ltd.Kalmar Global (Cargotec)
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.