Copper rod (8mm) →Shortage risk
Copper and electrical wiring
Copper rod is marked as a critical input with dependency_strength 0.9, so its shortage should directly constrain copper and electrical wiring.
95% confidence
Cryogenic air separation unit (ASU) →Shortage risk
Medical oxygen
Cryogenic air separation is a critical upstream input to medical oxygen production, so reduced ASU availability directly constrains oxygen supply.
93% confidence
Copper cathodes (refined) →Shortage risk
Copper and electrical wiring
Copper cathodes are a critical, high-dependency input to copper and electrical wiring, so a cathode shortage directly constrains wiring output.
93% confidence
Crude Neon (ASU Byproduct) →Shortage risk
Industrial gases
Crude neon is a critical input to industrial gases with high dependency strength, so a crude neon shortage constrains industrial gas output.
92% confidence
Vacuum-insulated helium dewars and ISO containers →Shortage risk
Medical helium
Medical helium critically depends on vacuum-insulated helium dewars and ISO containers for storage and transport, so reduced availability of this input should directly constrain its supply.
88% confidence
Liquid nitrogen (helium pre-cooling) →Shortage risk
France/EU
France/EU is a 25% supply source for this input, so the French power shock should directly tighten available liquid nitrogen from that source.
83% confidence
Mercaptan gas odorant (tert-butyl mercaptan / THT) →Shortage risk
Natural gas (home)
Residential natural gas depends critically on mercaptan odorant for safe odorization, so a shortage in THT supply can constrain gas delivery.
77% confidence
Cryogenic turboexpanders →Shortage risk
France
France accounts for 30% of the cryogenic turboexpander supply base, so a French electricity shortage plausibly constrains that share of output.
76% confidence
Xenon Gas — Space Propulsion & Electronic Grade →Shortage risk
Air Liquide S.A.AI
Air Liquide is a major xenon supplier, so a xenon supply squeeze can curtail its output and sales.
67% confidence
Cryogenic turboexpanders →Shortage risk
Medical helium
Cryogenic turboexpanders are a critical upstream input to medical helium, so tighter turboexpander supply should reduce helium availability.
67% confidence
Xenon Gas — Space Propulsion & Electronic Grade →Shortage risk
Linde plcLIN
Linde has a large share of xenon supply, making it exposed if xenon production is constrained by the electricity shock.
66% confidence
Xenon Gas — Space Propulsion & Electronic Grade →Shortage risk
Cryoin Engineering
Cryoin Engineering has a material share of xenon supply, so reduced xenon availability can limit its output.
64% confidence
Krypton Gas — Satellite Propulsion & Insulating Glass →Shortage risk
Air Liquide S.A.AI
Air Liquide's 22% share on this krypton-gas supply edge and only moderate substitutability mean the electricity-driven supply squeeze materially reduces its available output.
62% confidence
Xenon Gas — Space Propulsion & Electronic Grade →Shortage risk
Air ProductsAPD
Air Products supplies a meaningful share of xenon, so a supply disruption can reduce its available volume.
62% confidence
Krypton Gas — Satellite Propulsion & Insulating Glass →Shortage risk
Linde plcLIN
Linde's 20% share and 12-month replacement lead time make it similarly exposed to a krypton-gas shortage.
61% confidence
Xenon Gas — Space Propulsion & Electronic Grade →Shortage risk
France
France is a measured source of xenon supply, so the French electricity shock can trim domestic xenon output.
57% confidence
Hydrogen Fuel Cell Passenger Trains (Zero-Emission Rail) →Shortage risk
Alstom SAALO.PA
France's electricity shortage can reduce the French-made supply of hydrogen fuel cell passenger trains, and Alstom's 60% share plus long replacement lead time make the hit material.
53% confidence
Hydrogen Fuel Cell Passenger Trains (Zero-Emission Rail) →Shortage risk
France
The French-supplied half of this train category is directly exposed to the country's power shortage, so availability from France is likely to fall.
50% confidence
