Share: /trace/demo-silver
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
By-product mine supply90% confidence — Primary mine cutbacks reduce by-product ounces even when silver price rises.
Photovoltaic silver paste90% confidence — Solar build-outs compete for paste capacity.
Silver supply chainPrecious metals
Primary and by-product silver through industrial and investment offtake.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
By-product mine supplyMining⚠ chokepoint
Silver produced alongside copper, zinc, and lead.
Primary mine cutbacks reduce by-product ounces even when silver price rises.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Photovoltaic silver pasteSolar⚠ chokepoint
Front-contact paste on cells; thrifting ongoing.
Solar build-outs compete for paste capacity.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Electronics & brazing alloysIndustrial
Connectors, switches, and alloy solder.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Vault & COMEX logisticsLogistics
Eligible bar storage and registered inventory.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.