Share: /trace/demo-phosphate
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
Moroccan phosphate rock90% confidence — Morocco controls a large share of exportable rock.
Phosphoric acid & DAP/MAP90% confidence — Sulfur and ammonia co-inputs tie margins to energy.
Phosphate supply chainAgriculture inputs
Rock mining through acid plants to finished fertilizers.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Moroccan phosphate rockMining⚠ chokepoint
OCP-led exports from Khouribga and Benguerir.
Morocco controls a large share of exportable rock.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Phosphoric acid & DAP/MAPProcessing⚠ chokepoint
Wet-process acid and granulation plants.
Sulfur and ammonia co-inputs tie margins to energy.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Florida & Peru rock minesMining
Legacy US mines and Andean deposits.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Import-dependent marketsDemand
Brazil, India, and EU import large phosphate volumes.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.