Share: /trace/demo-petrochemical
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
Naphtha steam crackers90% confidence — Naphtha-vs-ethane economics idles crackers during margin troughs.
US Gulf ethane crackers90% confidence — Ethane rejection limits feed availability.
Petrochemical supply chainChemicals
Feedstock through steam crackers to PE/PP and intermediates.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Naphtha steam crackersProcessing⚠ chokepoint
Asia and Europe naphtha-based ethylene plants.
Naphtha-vs-ethane economics idles crackers during margin troughs.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
US Gulf ethane crackersProcessing⚠ chokepoint
Shale ethane advantage for polyethylene.
Ethane rejection limits feed availability.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Polyethylene & polypropylenePolymers
Packaging, auto, and construction resin grades.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Specialty intermediatesChemicals
Propylene oxide, acrylonitrile, and aromatics chain.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.