Vein Explorer provides AI-generated supply chain analysis. Ticker symbols are indicative only — not investment advice. Verify symbols with your broker before trading.
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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

Natural flake mining90% confidence — African logistics and export bans move flake premiums.
Spherical graphite processing90% confidence — China hosts most spheronization; export controls are a tail risk.
HF acid purification90% confidence — Environmental permits limit Western capacity.
Battery graphite supply chainBattery materials

Natural flake and synthetic graphite for Li-ion anodes.

Criticality: unknownEvidence: UnverifiedCompleteness: thin
Natural flake miningMining⚠ chokepoint

Mozambique, Madagascar, and China flake deposits.

African logistics and export bans move flake premiums.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
Spherical graphite processingProcessing⚠ chokepoint

Purification and spheronization for anode coating.

China hosts most spheronization; export controls are a tail risk.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
HF acid purificationChemicals⚠ chokepoint

Hydrofluoric acid leach for battery-grade purity.

Environmental permits limit Western capacity.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
Synthetic graphite (needle coke)Manufacturing

Petroleum needle coke graphitization for premium anodes.

Criticality: unknownEvidence: UnverifiedCompleteness: thin
Anode coating & calenderingBattery

Mixing with binder and copper foil coating.

Criticality: unknownEvidence: UnverifiedCompleteness: thin

Sector templates

Generated analysis — not investment advice.