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.
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
South Africa ore & rail85% 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⚠ chokepoint
Kalahari field moved by Transnet rail.
Rail bottlenecks strand ore at mine gates.85% confidence
Criticality: highEvidence: 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.