Share: /trace/demo-soy
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. Provisional — needs corroboration or an external source before strong wording.
Completeness
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
Brazil port logistics44% confidence — Road congestion during peak export window widens basis.
Crush plants & meal supply44% confidence — Crush margins drive run rates.
Soybean supply chainAgriculture
Farm production through export and crushing.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Brazil port logisticsLogistics⚠ provisional chokepoint
Santos and northern arc ports during harvest.
Road congestion during peak export window widens basis.44% confidence
Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial
— core tradeable element
US Gulf export terminalsLogistics
Mississippi river elevators and Gulf loadouts.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Crush plants & meal supplyProcessing⚠ provisional chokepoint
Soybean meal for feed and soy oil for biodiesel.
Crush margins drive run rates.44% confidence
Criticality: high (provisional)Evidence: UnverifiedCompleteness: partial
— core tradeable element
China import demandDemand
Soybean imports for hog feed recovery cycles.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.