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LIVE GRAPH — 4,512 NODES · 19,576 EDGES

Search the graph. Trace the cascade.

4,512 nodes · 19,576 edges · 34 sources mapped across the global supply chain. Search any node to see its dependency graph, cascade exposure, and critical bottlenecks.

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Examples: Depth Show
Cascade Impact
Affected Nodes
—
supply chain entities
Downstream Cap at Risk
—
cumulative market exposure
Cascade Depth
—
downstream hops
Seed Node
—
disruption origin
Top Exposed Companies —
Company Country Severity Market Cap Description
Graph Data —

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Portfolio Exposure —

Enter your tickers to see supply chain dependencies, chokepoints, and concentration risk.

Causal Engine —

Run a geopolitical scenario through the supply chain graph. Select a scenario to see which nodes break, which companies are exposed, and how the cascade propagates.

AI Datacenter Buildout
Hyperscaler capex doubles. Which materials constrain first.
China Gallium Restriction
MOFCOM expands controls to all grades. Downstream breaks.
Rare Earth Processing Halt
Chinese separation offline 90 days. Magnet chain cascade.
Japan Earthquake Risk
Kyushu semiconductor corridor disruption. Fab exposure.
Nuclear Restarts
Global capacity expansion. Uranium, HALEU, zirconium demand.
CAUSAL ENGINE

Run geopolitical scenarios through the graph

Five pre-built scenarios. See which nodes break, which companies are exposed, and how cascades propagate.

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The only tool that tells you what physically cannot be substituted

When the Strait of Hormuz closed in March 2026, the first-order impact was oil. Every model had that. The second-order impact was helium — 30% of global supply transits the same strait to Qatari liquefaction terminals, and nobody was mapping it. The third-order impact is what this graph exists for: helium feeds MRI machines, semiconductor fabs, and fiber optic production lines. Those don’t have substitutes. That cascade was visible in the graph weeks before it was visible in prices.

4,512
Nodes mapped
across 71 sectors
19,576
Supply chain edges
with typed relationships
$4T
Helium cascade exposure
TSMC, Samsung, ASML, SK Hynix
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