Terbium (Tb) Metal →Shortage risk
China
China accounts for 95% of this supply node, so a Chinese blackout directly removes most of the terbium flow.
96% confidence
Terbium (Tb) Metal →Shortage risk
Rare earth magnets
Terbium is a critical input to rare earth magnets, so tighter terbium supply propagates as a shortage there.
92% confidence
Terbium (Tb) Metal →Shortage risk
China Southern Rare Earth Group
This company holds 60% of the supply link and a China blackout directly constrains its terbium output, making it the most exposed supplier.
87% confidence
ROSS STORES, INC. →Shortage risk
G-III Apparel Group, Ltd.GIII
Ross Stores accounted for 11.0% of G-III Apparel Group's net sales, so a Ross disruption plausibly reduces G-III's sales volume.
87% confidence
Gallium →Shortage risk
Semiconductors and chips
Gallium is marked as a critical input to semiconductors and chips, so a gallium supply shock from the China blackout would constrain chip production.
84% confidence
Terbium (Tb) Metal →Shortage risk
China Minmetals Rare Earth Co.
Its 20% share means the same Chinese power disruption materially cuts a major supplier's terbium output.
82% confidence
Terbium (Tb) Metal →Shortage risk
Shenghe Resources Holding Co., Ltd.
With 8% share, the blackout still tightens a meaningful Chinese supplier's output, though less severely than the leaders.
76% confidence
e.l.f. Beauty, Inc. →Shortage risk
Target CorporationTGT
If the blackout-linked disruption prevents e.l.f. from supplying product, Target could see reduced e.l.f. inventory and assortment; the affected scale is anchored to Target's 18% share of e.l.f.'s net sales.
58% confidence
e.l.f. Beauty, Inc. →Shortage risk
Walmart Inc.WMT
If e.l.f. cannot supply product after the blackout, Walmart could face lower availability of e.l.f. items on shelf and online; the transmission weight is anchored to Walmart's 13% share of e.l.f.'s net sales.
57% confidence
e.l.f. Beauty, Inc. →Shortage risk
Amazon.com, Inc.AMZN
A production disruption at e.l.f. can reduce the supply available to Amazon as a major customer, with impact scaled to the disclosed 11% customer share.
56% confidence
e.l.f. Beauty, Inc. →Shortage risk
Sephora (LVMH)
If e.l.f. output is constrained by the blackout, Sephora could see tighter supply of e.l.f. products, with the affected share anchored to Sephora's 10% of e.l.f.'s net sales.
55% confidence
Hamilton Beach Brands Holding Co. →Shortage risk
Walmart Inc.WMT
Walmart accounted for about 29% of Hamilton Beach's revenue, so a China blackout that disrupts Hamilton Beach's output can reduce or delay shipments of its products to Walmart.
52% confidence
Terbium (Tb) Metal →Stands to benefit
Lynas Rare Earths Ltd.
As a small non-China supplier with 3% share, it can capture some diverted demand when Chinese supply is constrained.
52% confidence
Hamilton Beach Brands Holding Co. →Shortage risk
Amazon.com, Inc.AMZN
Amazon accounted for about 19% of Hamilton Beach's revenue, so a China blackout that disrupts Hamilton Beach's output can reduce or delay shipments of its products to Amazon.
46% confidence
