Dubai imposes ban on export of 2,323 tons of scrap metal

The trace

How it reaches your house.

Starting from Ferrous scrap steel, 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.

1. First impact

   Ferrous scrap steel →Shortage risk

   Steel and iron products

   Ferrous scrap steel is a critical input for steel and iron products, so an export restriction that tightens scrap availability should constrain downstream output.

   86% confidence

   Copper scrap (secondary copper) →Prices rise

   Canada

   Canada's very large exposure on this input means a supply squeeze is likely to show up quickly as higher prices and tighter availability.

   79% confidence

   Copper scrap (secondary copper) →Prices rise

   Mexico

   Mexico's large share implies a meaningful exposure to the scrap shortage, with costs rising before substitution can catch up.

2. Hop 2

   Wieland Group →Shortage risk

   Copper scrap (secondary copper)

   Dubai's scrap export ban directly tightens secondary copper availability, constraining Wieland's scrap feedstock even though it can partially substitute to other copper inputs.

   76% confidence

   Copper and electrical wiring →Shortage risk

   Copper scrap (secondary copper)

   Dubai's scrap export ban tightens availability of recycled copper feedstock, and this good has a direct input edge to copper scrap, so the input becomes scarcer.

   75% confidence

   Glencore (Copper) →Shortage risk

   Copper scrap (secondary copper)

3. Hop 3

   Copper cathodes (refined) →Prices rise

   Copper and electrical wiring

   Copper cathodes are a critical, highly dependent input to copper and electrical wiring, so a scrap-driven tightening in cathode supply should quickly raise downstream input costs.

   86% confidence

   Copper Wire & Rod →Prices rise

   Home appliances

   Copper Wire & Rod is a substantial input to home appliances, so tighter supply raises appliance input costs and can slow production.

   79% confidence

4. Hop 4

   Home appliances →Prices ease

   Hermetic Compressors (HVAC)

   As a critical input to home appliances, slower appliance output softens demand for compressors and can दब pressure on prices.

   66% confidence

   Home appliances →Prices ease

   Brushless DC (BLDC) Electric Motors

   Home appliance production setbacks reduce pull-through for this critical motor input, easing demand and price pressure.

   64% confidence

   Home appliances →Prices ease

   Cold-Rolled Stainless Steel Flat Products