Share: /trace/demo-platinum
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
Bushveld PGM mining85% confidence — Eskom load-shedding and safety stoppages constrain smelter feed.
Autocatalyst loading90% confidence — ICE-to-EV shift reshapes long-term PGM demand.
Russian PGM exports90% confidence — Sanctions risk premium on palladium spikes.
PGM supply chainPrecious metals
Platinum, palladium, and rhodium from integrated PGM mines.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Bushveld PGM miningMining⚠ chokepoint
Merensky and UG2 reefs in South Africa.
Eskom load-shedding and safety stoppages constrain smelter feed.85% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Autocatalyst loadingAutomotive⚠ chokepoint
Rhodium and palladium in three-way catalysts.
ICE-to-EV shift reshapes long-term PGM demand.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Hydrogen PEM catalystsEnergy
Platinum and iridium in electrolyzer and fuel-cell stacks.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Russian PGM exportsGeopolitics⚠ chokepoint
Norilsk Nickel palladium flows to G7 auto OEMs.
Sanctions risk premium on palladium spikes.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Sector templates
Generated analysis — not investment advice.