Baltic cod is at the limit: Brussels proposes cutting fishing up to 88%
The proposed deep cut in Baltic cod fishing would sharply reduce cod supply from the region.
Source →The trace
How it reaches your house.
Starting from FF Skagen A/S, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Seafood and fish →Shortage riskWild Capture / Aquaculture Harvest
An 88% cod fishing cut directly constrains the harvest step that generates the seafood output.
96% confidenceFish Meal and Fish Oil (Aquaculture Feed) →Shortage riskFish meal and fish oil are a critical aquaculture feed input, so a supply cut tightens downstream seafood and fish availability.
90% confidenceSeafood and fish →Prices easeFewer fishing trips and vessel hours lower fuel demand from the seafood sector.
84% confidenceHop 2
Marine Diesel and Bunker Fuel →Prices easeA sharp cut in fishing activity trims bunker-fuel burn, so a major 22% marine-fuel supplier faces softer demand and downward price pressure.
48% confidenceMarine Diesel and Bunker Fuel →Prices easeLess fishing-vessel activity reduces marine-diesel demand, leaving Saudi Arabia's 11.96% supply share exposed to weaker bunker-fuel pricing.
47% confidenceMarine Diesel and Bunker Fuel →Prices easeHop 3
China →Shortage riskChina supplies 98% of gallium, so a China supply shock makes gallium extremely scarce.
99% confidenceChina →Shortage riskChina supplies 95% of terbium metal, so disruption in China would sharply constrain availability.
99% confidenceChina →Shortage riskArtificial Plant Plastics (PE/PP/PVC + Wire)
China accounts for 94.8% of supply for this input bundle, so a China shock would leave it markedly scarcer.
Hop 4
ROSS STORES, INC. →Shortage riskRoss Stores is a major customer: G-III disclosed that sales to Ross Stores were 11.0% of its net sales, so a Ross demand squeeze can materially reduce G-III orders and revenue.
73% confidenceGallium →Shortage riskGallium is a critical input to semiconductors and chips, so a gallium disruption should tighten chip supply even though the dependency strength is only moderate.
60% confidenceHamilton Beach Brands Holding Co. →Shortage riskHop 5
G-III Apparel Group, Ltd. →Shortage riskRoss Stores accounted for 11% of G-III's net sales, so a G-III supply disruption would likely cut the availability of G-III merchandise to Ross.
84% confidence