China →Shortage risk
Gallium
China supplies 98% of gallium, so a Chinese power outage can sharply reduce gallium availability.
99% confidence
China →Shortage risk
Terbium (Tb) Metal
China supplies 95% of terbium metal, so disruption in China can cause a severe supply shortfall.
98% confidence
Industrial gases →Delays
Cryogenic Distillation (Air Separation Unit)
Cooling failure directly interrupts cryogenic distillation, the core ASU step for industrial gases.
97% confidence
China →Delays
e.l.f. Beauty, Inc.ELF
Substantially all of e.l.f. Beauty's third-party suppliers and manufacturers are in China, so outages there can directly delay production and replenishment.
96% confidence
China →Delays
Hamilton Beach Brands Holding Co.HBB
About two-thirds of Hamilton Beach suppliers are based in China, so a China outage can interrupt component supply and delay finished goods.
93% confidence
China →Delays
Mettler-Toledo International Inc.MTD
About 29% of Mettler-Toledo's global production is in China, so a China outage can slow output and customer fulfillment.
92% confidence
Industrial gases →Delays
Air Intake & Compression
A power outage slows or stops the compressor stage that moves ambient air into the industrial-gas plant.
91% confidence
China →Delays
Summit Therapeutics Inc.SMMT
Summit relies on Akeso in China, so Chinese utility disruption can delay partner-dependent development and operations.
90% confidence
Industrial gases →Delays
Purification & Pre-treatment
Loss of power delays purification and pre-treatment systems that condition feed air before separation.
90% confidence
China →Delays
ROSS STORES, INC.ROST
More than half of the goods Ross sells originate from China, so a China power outage can delay merchandise flows and tighten store inventory.
90% confidence
Home heating oil →Delays
Hydrotreating / Desulfurization (ULSHO Production)
ULSHO hydrotreating is a critical refinery step and is highly sensitive to lost power, so the outage delays this stage and curtails output.
86% confidence
Industrial gases →Delays
Hydrogen Production via SMR or Electrolysis
The outage delays hydrogen production, especially electrolysis, which is highly electricity-dependent.
84% confidence
China →Delays
Lam Research CorporationLRCX
Lam says China represents about 34% of revenue and includes customers with manufacturing facilities in China, so disruption there can delay orders and service activity.
84% confidence
Home heating oil →Delays
Atmospheric Distillation (Crude Fractionation)
A refinery power/cooling outage directly slows or halts crude fractionation, delaying the distillation step that feeds heating-oil production.
83% confidence
Entergy Corporation →Shortage risk
Electricity (Grid Power)
A cooling failure and outage at Entergy can materially curtail grid electricity supply, and the edge’s 12% share with low substitutability suggests a meaningful shortfall.
74% confidence
Entergy Corporation →Shortage risk
Electricity (Refinery Operations)
If Entergy’s operations are impaired, electricity available for refinery operations can tighten until service is restored, with some but not complete substitutability.
69% confidence
