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Share: /trace/demo-manganese
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

South Africa ore & rail44% confidence — Rail bottlenecks strand ore at mine gates.
Manganese supply chainIndustrial metals

Ore mining through alloys and battery sulfate demand.

Criticality: unknownEvidence: UnverifiedCompleteness: thin
South Africa ore & railMining⚠ provisional chokepoint

Kalahari field moved by Transnet rail.

Rail bottlenecks strand ore at mine gates.44% confidence
Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial
— core tradeable element
Gabon & Australia exportsMining

Seaborne ore to Chinese and Indian smelters.

Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Ferromanganese & silicomanganeseAlloys

Alloying additions in BOF/EAF steel.

Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Battery manganese sulfateBattery

LMFP and NMC chemistries increasing high-purity demand.

Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element

Sector templates

Generated analysis — not investment advice.