Mexico →Shortage risk
Blue Weber Agave (Tequila)
Mexico supplies 100% of this input, so any Mexico-side production disruption directly constrains availability.
90% confidence
Saudi Arabia →Shortage risk
Petroleum Coke (Fuel Grade)
Saudi Arabia supplies 12% of global fuel-grade petroleum coke, so a Saudi production halt would directly tighten this cement-kiln fuel input.
88% confidence
Mexico →Shortage risk
Corn Masa Flour (Nixtamal)
With 89% of supply coming from Mexico, a Mexico production halt can create a large shortage of corn masa flour.
86% confidence
India →Delays
SS Innovations International, Inc.SSII
The company says its systems, instruments, and accessories are primarily manufactured in India, so an India-side production disruption can stretch lead times.
76% confidence
Mexico →Delays
Intuitive Surgical, Inc.ISRG
The company says it manufactures a significant majority of its instruments and accessories in Mexico, so a Mexico disruption can delay supply.
75% confidence
Mexico →Delays
Vestis CorpVSTS
With approximately 60% of uniforms and linens manufactured in two Mexico plants, a Mexico production halt can delay Vestis output.
74% confidence
Mexico →Delays
Acuity Inc.AYI
Because approximately 55% of its finished products are manufactured in Mexico, disruptions there can slow Acuity shipments and production.
73% confidence
Mexico →Delays
Outset Medical, Inc.OM
A substantial majority of Tablo consoles and cartridges are made at the Tijuana facility, so disruption in Mexico can materially delay supply.
72% confidence
India →Delays
Palvella Therapeutics, Inc.PVLA
The company discloses that its rapamycin API is sourced from suppliers in India, so an India disruption can delay API availability.
70% confidence
CNBM (China National Building Material Group) →Shortage risk
Limestone (Cement Grade)
CNBM’s 13% share of cement-grade limestone supply, combined with low substitutability and a 120-month replacement lead time, means a disruption at the company can tighten limestone availability.
66% confidence
India →Delays
Alumis Inc.ALMS
The company says principal suppliers of critical raw materials are located in India, so local disruption can slow raw-material supply even with redundancy work underway.
66% confidence
Iran →Prices ease
Gypsum (Natural & Synthetic FGD)
Iran supplies about 10% of this input, and slower building activity from concrete cuts should reduce gypsum demand from cement and construction uses.
66% confidence
NTPC Limited →Prices ease
Fly Ash & Slag (SCMs)
Concrete project slowdowns should weaken demand for fly ash and slag SCMs, and NTPC’s 8% share makes the resulting price pressure modest.
61% confidence
Holcim Ltd. →Prices ease
Crushed Stone Aggregate
If Holcim’s concrete-related activity slows, it will need less crushed stone aggregate, easing demand and दब pressure on that input market.
58% confidence
Charah Solutions →Prices ease
Fly Ash & Slag (SCMs)CHRA
La desaceleración de obras reduce la demanda de SCMs; como Charah solo tiene ~3% de cuota y el suministro es sustituible, el efecto más defendible en Fly Ash & Slag es presión bajista sobre precios, no una escasez grande.
57% confidence
Eco Material Technologies (now CRH) →Prices ease
Fly Ash & Slag (SCMs)
As construction cuts reduce Eco Material's sales/throughput, its demand for fly ash and slag inputs would ease, putting modest downward pressure on that input's price; the edge is only 10% share and moderately substitutable.
57% confidence
