Share: /trace/demo-cement
category tradeable chokepoint
How scores are shown
Criticality comes from the trace model and describes the node's dependency importance.
Evidence comes from the canonical Vein Graph: AI assertions, user corrections, and external sources.
Completeness is a data-coverage label based on available summary, evidence, sources, tickers, and chokepoint rationale.
Dynamic claims are capped below 100% and AI-only edges remain labeled as inferred. Model: trace-score-v1.
⚠ Hidden chokepoints found
Clinker kilns & fuel90% confidence — Energy price spikes curtail kiln run rates in Europe.
Clinker import terminals90% confidence — Terminal queues delay grinding during construction booms.
Cement supply chainConstruction materials
Quarry to kiln to grinding and ready-mix delivery.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Clinker kilns & fuelManufacturing⚠ chokepoint
Rotary kilns fired by coal, petcoke, or RDF.
Energy price spikes curtail kiln run rates in Europe.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Limestone & clay quarriesMining
Local quarries feeding integrated plants.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Clinker import terminalsTrade⚠ chokepoint
Grinding-only plants importing clinker by sea.
Terminal queues delay grinding during construction booms.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Ready-mix deliveryLogistics
Truck dispatch within 90-minute pour windows.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.