Share: /trace/demo-tin
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
Myanmar & Indonesia mine supply85% confidence — Conflict and export licensing remove swing supply quickly.
Chinese smelting & refining90% confidence — Smelter maintenance tightens LME warehouse flows.
Tin supply chainIndustrial metals
From mines to solder and plating.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
Myanmar & Indonesia mine supplyMining⚠ chokepoint
Wa region and Indonesian concentrate.
Conflict and export licensing remove swing supply quickly.85% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Chinese smelting & refiningRefining⚠ chokepoint
Yunnan and coastal smelters dominate refined tin.
Smelter maintenance tightens LME warehouse flows.90% confidence
Criticality: highEvidence: UnverifiedCompleteness: partial
— core tradeable element
Electronics solder (SAC alloys)Electronics
Lead-free solder on PCBs and components.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Tin plating & chemicalsChemicals
Tinplate for food cans and stabilizers.
Criticality: unknownEvidence: UnverifiedCompleteness: thin
— core tradeable element
Sector templates
Generated analysis — not investment advice.