AM
Answer · Updated 2 minutes agoHigh Risk
Red Sea disruption is threatening global flows of LNG and container shipping
Houthi attacks and military response are causing reroutes, delays, and higher costs.
Why it mattersSuez Canal is the fastest route between Asia and Europe for ~12% of global trade and ~30% of LNG volumes.
Choke pointBab el-Mandeb Strait12.6N, 43.3EHigh Risk
Impact windowOngoing7-14 days avg delay
Confidence85%
Butterfly Effect Chain
Impact Snapshot
Active Disruptors
EventStatusImpactUpdated
Industries Impacted
IndustryExposureImpact
3
Choke point
Very High RiskBab el-Mandeb Strait
12.6N, 43.3E · Updated 2h ago
Confidence85%
Supply Chain Impact
Top Impacts
Route context (9 main routes)
High RiskMedium RiskLower Risk
Affected Summary
Top Affected Companies
Key Official Sources
SR
- 1Carrier schedulesCompany / global carriers
- 2Boxes / cranesProcess / boxes / terminal gear
- 3China export portsFacility / China export ports
- 4Transshipment hubsRoute / hub ports
- 5Suez / Red SeaRoute / Asia-Europe chokepoint
- 6Panama CanalRoute / Americas chokepoint
- 7Import portsFacility / U.S. / EU gateways
- 8Port / crew laborProcess / labor and crews
- 9Goods / factoriesMarket / warehouses / factories
Layers
Route RiskLowMediumHighCriticalDisrupted
Persian Gulf -> Strait -> Asia
Impact if disrupted: Silver, Oil, LNG, ChemicalsN. America -> Pacific Ports
Impact if disrupted: Electronics, Solar, EV PartsPeru/Chile -> Asia/Europe
Impact if disrupted: Silver, Copper, LithiumEurope -> Asia via Suez
Impact if disrupted: Industrial Goods, MachineryEast Asia <-> SE Asia
Impact if disrupted: Components, SemiconductorsMy WatchlistSilver (Ag)Lithium (Li)Cobalt (Co)Nickel (Ni)ASMLJet Fuel (ATF)Neodymium (Nd)Copper (Cu)NAND FlashSolar Cells
Official Source Backplane
Every answer stays tied to source families, not random articles.
A shipping chokepoint compounds quickly: rerouting adds days or weeks, pulls extra vessels into the same trade, raises freight and insurance cost, traps containers in the wrong region, and then shows up as factory stoppages, retail shortages, late repair parts, food spoilage, and higher prices.
Use government, intergovernmental, exchange, standards-body, or company-disclosed sources first.Article and blog content can describe context, but cannot create an evidence edge in the graph.If a facility, supplier, cargo, or customer link is not disclosed, keep it marked as unknown instead of inventing it.Every edge stores source tier, cadence, relation type, confidence, and the last observed source family.
Every product starts from HS taxonomy, then receives material/process/company edges only when official or disclosed evidence exists.
Material coverage combines USGS mineral sheets, IEA critical mineral pathways, EIA energy data, and official agriculture/energy extensions.
Country exposure is built from reporter, partner, import, export, tariff, logistics, and source-concentration indicators.
Routes are represented as chokepoint, port, country-pair, cable-corridor, and shipping-mode layers rather than as a single decorative map line.
Event detection links official hazard feeds to facilities, routes, materials, and product dependencies.
Metals and Alloys
steel Fe-C-MnAHSS auto steelstainless 304/316 Fe-Cr-Ni-Moelectrical steel Fe-Sialuminum 6xxx/7xxxTi-6Al-4VInconel 718brass Cu-Znbronze Cu-Snsolder Sn-Ag-CuAg-Cu brazingNdFeB magnets
Chemicals and Process Inputs
ammoniasulfuric acidchlorine/causticethylenepropylenemethanolsolventsisocyanatesepoxy resinsPV silver pastephotoresistshydrofluoric acid
Semiconductor Specials
EUV lithographyASML/Zeiss opticssilicon wafersneonkryptonxenonABF substratesadvanced packagingHBMauto MCUsphotomaskspellicles
Energy and Logistics
crude oilnatural gasLNGjet fueldieselrefineriespipelinesHormuzSuezMalaccaPanama Canalport connectivity
Digital Backbone
submarine fiberrepeaterspower feed equipmentcable shipslanding stationsIXPscloud regionsCDNspayment networksAI inferencetelecom roaming
Products Impacted
AI serversEVsaircraftautosrepair partssolar PVmedical devicesgrid equipmentsnack foodsfertilizerpaintsphones
Product universeHarmonized System nomenclatureWorld Customs OrganizationProduct universeHarmonized System overviewU.S. International Trade AdministrationCountry universeUN Comtrade APIUnited Nations Statistics DivisionCountry universeWITS REST APIWorld BankMaterial universeMineral Commodity Summaries 2026U.S. Geological SurveyMaterial universeMCS 2026 data releaseU.S. Geological Survey Science Data CatalogMaterial universeSilver Statistics and InformationU.S. Geological SurveyMaterial universeCritical Minerals Data ExplorerInternational Energy AgencyMaterial universeEIA petroleum and refinery dataU.S. Energy Information AdministrationShipping routesPortWatchInternational Monetary Fund and University of OxfordShipping routesMiddle East Maritime Chokepoints Shipping MonitorInternational Energy AgencyShipping routesReview of Maritime TransportUN Trade and DevelopmentShipping routesUNCTAD Data Hub shipping connectivityUN Trade and DevelopmentShipping routesContainer Port Performance IndexWorld Bank and S&P Global Market IntelligenceShipping routesSuez Canal navigation statisticsSuez Canal AuthorityMaritime laborICS/BIMCO Seafarer Workforce SurveyInternational Chamber of Shipping and BIMCONetwork infrastructureSubmarine Cable MapTeleGeographyNetwork infrastructureSubmarine cable landing licensesU.S. Federal Communications Commission