Material flow map
Trace a product system from raw input to listed exposure
The Material Flow engine maps a finished product through its physical inputs, binding stages and listed instruments. The completed analysis below ranks current chokepoints, supply coverage and dislocations using the same structured record available inside the product.
- 6-layer decomposition
- Raw inputs → chokepoints → refining → fabrication → distribution → end markets.
- Equity exposure
- Each material resolves to listed names and sectors with direct revenue exposure to it.
- Chokepoint monitoring
- Strategic maritime passages, refining bottlenecks, semiconductor concentration.
- Arbitrage signals
- Flags where physical and financial pricing diverge, with the instruments on each side of the gap.
What the engine maps
Start from a product system, material, chokepoint or listed name. The engine resolves the physical dependency chain, ranks binding constraints and attaches the instruments exposed at each stage.
How the record is used
Analysts compare the current record with prior runs to identify tighter capacity, shorter inventory cover and changes in the assets attached to each constraint. Missing inputs remain unavailable rather than being estimated.
Open the engine on a live chokepoint
Monthly subscription. Cancel anytime.
Do this in Market Ontology
- Trace The Energy FlowsInvestigate energy supply, demand and flow evidence alongside exposed companies.
- Research Grid ConstraintsInvestigate power demand, grid constraints and the investment decisions they create.
- Trace Materials SupplyInvestigate materials supply, demand and dependencies across exposed businesses.
- Research The Housing CycleInvestigate housing demand, financing conditions and company exposure together.