intelligence
Chokepoint reports
Readable briefs on supply-chain bottlenecks — curated sector decompositions plus live event-driven risks from the Vein Graph.
Live event-driven chokepoints
Live feed →Curated sector reports
All examples →TechnologyLarge Language ModelFrom HBM memory to grid power — the hidden stack behind every chatbot.⚠ HBM memory & CoWoS packagingAutomotiveElectric VehicleBattery chemistry, rare-earth magnets, and the materials geopolitics of EVs.⚠ Nickel cathodes & neodymium magnetsConsumer electronicsiPhoneEUV lithography, OLED supply, and the precision supply chain inside your pocket.⚠ EUV lithography monopolyInfrastructureHyperscale Data CenterAI racks, liquid cooling, and the infrastructure chokepoints of the cloud.⚠ Optical transceivers & liquid coolingMiningLithium supply chainBrine vs hard-rock routes, conversion bottlenecks, and the battery-grade refining race.⚠ Brine concentration & hydroxide conversionMiningCopper supply chainElectrification metal from Andean mines to smelters, wire rod, and grid demand.⚠ Concentrate smelting & port logisticsEnergyNuclear fuel supply chainYellowcake, enrichment, and fuel fabrication — the bottleneck behind reactor restarts.⚠ Conversion & enrichment capacityRenewable energySolar PV modulePolysilicon, wafers, cells, and the grid-interconnect delays slowing utility solar.⚠ Polysilicon & transformer lead timesAgricultureCoffee supply chainOrigin farming, export logistics, roasting — a commodity chain sensitive to climate and freight.⚠ Brazil/Vietnam origin concentrationDefenseDefense electronicsTrusted fabs, RF components, and rare-earth magnets behind missiles, radar, and avionics.⚠ Trusted foundry & gallium supply
Top Vein Scores
CoWoS (Chip on Wafer on Substrate)Vein Score 84 · critical · single-source
LBMA Accredited RefineriesVein Score 82 · critical · single-source
Fluorite OreVein Score 74 · critical · single-source
High-Pressure High-Temperature (HPHT) PressVein Score 74 · critical · single-source
Natural GasVein Score 73 · critical · duopoly
Acid Fluorite DepositsVein Score 72 · critical · single-source
Trailing Suction Hopper Dredgers (TSHD)Vein Score 72 · critical · single-source
Calcium Fluoride (CaF2)Vein Score 72 · critical · single-source
FluorsparVein Score 72 · critical · single-source
Tungsten Carbide AnvilsVein Score 72 · critical · single-source