Global Supply-Chain Chokepoints
A country-dependence and vulnerability index for the physical economy: the points where a single nation or company controls a critical input — rare earths and magnets (China), EUV lithography (ASML/Netherlands), photoresist and wafers (Japan), high-purity quartz (USA), neon (Ukraine) — ranked by how reliant the US, EU, China, Japan, Korea and the world are on each.
This is an interactive map — enable JavaScript for the full visualization. Part of Muad'Dib Capital, the Atlas of the Physical Economy.
Featured in this map
- Heavy rare-earth separation (Dy/Tb)
- CN
- China state / JL MAG
- Gallium & germanium
- China state
- Battery-grade graphite (anode)
- China
- Antimony
- Tungsten
- Lithium refining
- Ganfeng / Tianqi
- Cobalt refining
- CMOC / Huayou
- Solar wafers & cells
- LONGi / Tongwei
- EUV lithography machines
- NL
- ASML
- Advanced logic fabs (≤5nm)
- TW
- TSMC
- HBM / advanced memory
- KR
- SK Hynix / Samsung
- Silicon wafers & photoresist
- JP
- Shin-Etsu / JSR
- Neon gas (lithography)
- RU
- Ukraine/Russia
- Uranium enrichment
- Rosatom
- Phosphate rock
- MA
- OCP (state)
- Potash
- CA
- Nutrien
- Crude oil via Strait of Hormuz
- Gulf
- OPEC Gulf
- LNG (marginal supply)
- US
- Cheniere / Qatar
- Large power transformers
- HD Hyundai / Hyosung
- HVDC & subsea cable
- EU
- Hitachi Energy / Prysmian
- Pharma APIs & generics
- China + India
- Commercial shipbuilding
- China + Korea
- Refining (product exports)
- IN
- Reliance Jamnagar
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