Terbium (Tb) Metal →supply up
Rare earth magnets
Rare earth magnets are a critical downstream user of Tb metal, so more Tb availability should ease magnet production and improve supply.
92% confidence
Copper rod (8mm) →supply up
Copper and electrical wiring
Copper rod is a critical input to copper and electrical wiring, so more rod supply lifts downstream wiring availability.
92% confidence
Copper cathodes (refined) →supply up
Copper and electrical wiring
Copper cathodes are a critical, high-dependency input to copper and electrical wiring, so restoring electricity-driven refining capacity should increase cathode availability for downstream wire production.
90% confidence
Copper rod (8mm) →supply up
China
China supplies 58% of this copper-rod node, so restored electricity in Sichuan should raise Chinese rod availability.
87% confidence
Artificial Plant Plastics (PE/PP/PVC + Wire) →Stands to benefit
China
China accounts for 94.8% of this input's supply share, so easing Chinese power constraints most directly benefits the dominant source.
76% confidence
Terbium (Tb) Metal →Stands to benefit
China Southern Rare Earth Group
As the dominant Tb-metal supplier in the graph, China Southern Rare Earth Group should see higher output and revenue as electricity constraints ease and Tb production recovers.
73% confidence
Copper rod (8mm) →supply up
Southwire Company
Southwire uses copper rod as an input, and easier rod availability should support higher cable output.
72% confidence
Artificial Plant Plastics (PE/PP/PVC + Wire) →supply up
Home décor
Artificial plant plastics are a critical 75% input to Home décor, so restored power-driven output lifts downstream availability.
69% confidence
Gallium →supply up
Semiconductors and chips
Gallium is a critical input to semiconductors and chips, so any recovery in gallium availability should modestly raise downstream chip supply.
67% confidence
e.l.f. Beauty, Inc. →supply up
Target CorporationTGT
If eased power constraints improve e.l.f. Beauty's production, its largest retail customer Target should see more product availability; Target accounted for 18% of net sales.
64% confidence
e.l.f. Beauty, Inc. →supply up
Walmart Inc.WMT
If eased power constraints improve e.l.f. Beauty's production, its Walmart channel should see more product availability; Walmart accounted for 13% of net sales.
63% confidence
e.l.f. Beauty, Inc. →supply up
Sephora (LVMH)
If eased power constraints improve e.l.f. Beauty's production, Sephora should see more product availability; Sephora accounted for 10% of net sales.
62% confidence
e.l.f. Beauty, Inc. →supply up
Amazon.com, Inc.AMZN
If eased power constraints improve e.l.f. Beauty's production, Amazon should see more product availability; Amazon accounted for 11% of net sales.
62% confidence
Hamilton Beach Brands Holding Co. →supply up
Walmart Inc.WMT
If Hamilton Beach can produce more appliances as electricity constraints ease, Walmart is an even larger disclosed customer and should see more product supply.
50% confidence
ROSS STORES, INC. →Stands to benefit
G-III Apparel Group, Ltd.GIII
G-III disclosed that sales to Ross Stores were 11.0% of net sales, so if Ross Stores is less constrained by improved electricity availability in China, G-III could see higher orders.
47% confidence
Hamilton Beach Brands Holding Co. →supply up
Amazon.com, Inc.AMZN
If Hamilton Beach can produce more appliances as electricity constraints ease, Amazon is a major disclosed customer and should see more product supply.
44% confidence
