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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
Kraft pulp mills90% confidence — Mill outages tighten NBSK spot markets.
Pulp and paper supply chainForest products
Chips through pulp mills to paper and packaging grades.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Kraft pulp millsProcessing⚠ chokepoint
Northern bleached softwood and eucalyptus pulp.
Mill outages tighten NBSK spot markets.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Containerboard & OCC recyclingPackaging
Linerboard for e-commerce and industrial boxes.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Softwood chip supplyForestry
Logging residuals and sawmill chip exports.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Port storage & warehousingLogistics
Pulp bales stored at export terminals.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.