Share: /trace/demo-glass
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. Provisional — needs corroboration or an external source before strong wording.
Completeness
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
Float glass lines44% confidence — Natural gas prices idled float capacity in Europe.
Solar glass coating44% confidence — Module demand swings create coated-glass shortages.
Flat glass supply chainMaterials
Silica sand through float lines to coated solar and architectural glass.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Float glass linesManufacturing⚠ provisional chokepoint
Continuous float tin baths for architectural glass.
Natural gas prices idled float capacity in Europe.44% confidence
Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial
— core tradeable element
Solar glass coatingSolar⚠ provisional chokepoint
Anti-reflective coated glass for modules.
Module demand swings create coated-glass shortages.44% confidence
Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial
— core tradeable element
Silica sand & soda ashInputs
High-purity sand and sodium carbonate flux.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
IGU fabrication & logisticsConstruction
Insulated glazing units for buildings.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.