Senegalese industry: behind the 7.3% drop in June, mines fell while agro-food, metals and electricity held up
Industrial output fell sharply because mining activity dropped, implying reduced supply of mined inputs from Senegal.
Source →The trace
How it reaches your house.
Starting from Eramet / Comilog (Gabon Manganese), 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
Eramet / Comilog (Gabon Manganese) →Shortage riskManganese Sulfate (Battery Grade)
If Comilog's production is disrupted, supply of its manganese-based downstream input tightens; the effect is moderated by only middling substitutability and a nontrivial 9-month replacement lead time.
58% confidenceHop 2
Manganese Sulfate (Battery Grade) →Shortage riskThis broader battery-minerals bundle has a 0.65 dependency on manganese sulfate, so the Senegal mining drop should tighten it directly.
65% confidenceManganese Sulfate (Battery Grade) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Cobalt and battery minerals
In the MyPRIA app, this is checked against your own holdings.