intelligence

Chokepoint reports

Readable briefs on supply-chain bottlenecks — curated sector decompositions plus live event-driven risks from the Vein Graph.

Featured chokepoints

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LiveSpecialty GasesActive world-event evidence on this entityLatest evidence: 10/1/2026 LiveSilicon WafersVein Score: 63 (high) Filing-confirmedLatest evidence: 10/1/2026 LivePhotoresist ChemicalsVein Score: 65 (high) Filing-confirmedLatest evidence: 10/1/2026 LiveElectricityVein Score: 65 (high) Filing-confirmedLatest evidence: 9/30/2026 LiveNeodymium Permanent MagnetsActive world-event evidence on this entityLatest evidence: 9/25/2026 LiveCoWoS PackagingActive world-event evidence on this entityLatest evidence: 9/9/2026 LiveHBM (High Bandwidth Memory)Vein Score: 61 (high) Filing-confirmedLatest evidence: 9/9/2026 LiveEUV LithographyActive world-event evidence on this entityLatest evidence: 9/9/2026 Vein GraphCoWoS (Chip on Wafer on Substrate)Vein Score: 84 (critical) Filing-confirmedGraph updated: 6/23/2026 Vein GraphLBMA Accredited RefineriesVein Score: 84 (critical) Filing-confirmedGraph updated: 7/30/2026

Curated sector reports

All examples →

TechnologyLarge Language ModelFrom HBM memory to grid power — the hidden stack behind every chatbot.⚠ HBM memory & CoWoS packaging AutomotiveElectric VehicleBattery chemistry, rare-earth magnets, and the materials geopolitics of EVs.⚠ Nickel cathodes & neodymium magnets Consumer electronicsiPhoneEUV lithography, OLED supply, and the precision supply chain inside your pocket.⚠ EUV lithography monopoly InfrastructureHyperscale Data CenterAI racks, liquid cooling, and the infrastructure chokepoints of the cloud.⚠ Optical transceivers & liquid cooling MiningLithium supply chainBrine vs hard-rock routes, conversion bottlenecks, and the battery-grade refining race.⚠ Brine concentration & hydroxide conversion MiningCopper supply chainElectrification metal from Andean mines to smelters, wire rod, and grid demand.⚠ Concentrate smelting & port logistics EnergyNuclear fuel supply chainYellowcake, enrichment, and fuel fabrication — the bottleneck behind reactor restarts.⚠ Conversion & enrichment capacity Renewable energySolar PV modulePolysilicon, wafers, cells, and the grid-interconnect delays slowing utility solar.⚠ Polysilicon & transformer lead times AgricultureCoffee supply chainOrigin farming, export logistics, roasting — a commodity chain sensitive to climate and freight.⚠ Brazil/Vietnam origin concentration DefenseDefense electronicsTrusted fabs, RF components, and rare-earth magnets behind missiles, radar, and avionics.⚠ Trusted foundry & gallium supply

Top Vein Scores

Vein Score

CoWoS (Chip on Wafer on Substrate)

Vein Score 84 · critical · single-source · Filing-confirmed

LBMA Accredited Refineries

Vein Score 84 · critical · single-source · Filing-confirmed

Natural Gas

Vein Score 75 · critical · duopoly · Filing-confirmed

Tungsten Powder

Vein Score 69 · high · duopoly · Filing-confirmed

Black Sea Deepwater Ports

Vein Score 67 · high · duopoly · Filing-confirmed

Mineral Rights / Tenure

Vein Score 67 · high · duopoly · Filing-confirmed

Vacuum Variable Capacitors

Vein Score 67 · high · duopoly · Filing-confirmed

High-Purity Alumina (Al2O3)

Vein Score 67 · high · duopoly · Filing-confirmed

Photoresist Chemicals

Vein Score 65 · high · concentrated · Filing-confirmed

Electricity

Vein Score 65 · high · unknown · Filing-confirmed

Trace your own product ↳ · How it works

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