Cases · Tools
Cut a supplier
Pick a stage of one of the ten chains and an exporter, and cut its exports: who loses what share of their supply, who could fill the gap, and what passes one stage down the chain. First-round arithmetic on 2024 trade shares, not a forecast.
- 89stages to choose from
- 2024the year of the shares
- 25exporters of this stage listed
Copper and electrification · S5 · Insulated wire and cable
Cut the exports of China in Insulated wire and cable (Copper and electrification, stage 5) and follow the shortfall to the importers and one stage down the chain.
Who loses what share of their supply: Insulated wire and cable, 2024
- World exports cut20.3%
- Importers with over a quarter at risk14
| Importer | At risk, share of its imports | Its other suppliers would ship |
|---|---|---|
| 71.1% | +246% | |
| 64.7% | +183% | |
| 62.2% | +164% | |
| 58.8% | +143% | |
| 56.8% | +132% | |
| 53.2% | +114% | |
| 51.8% | +107% | |
| 51.6% | +107% | |
| 44.8% | +81% | |
| 42.2% | +73% | |
| 35.7% | +55% | |
| 32.5% | +48% |
* Did not file this period: its imports are seen through its partners’ reports.
Who could fill the gap: Hong Kong, 71.1% of its imports
The suppliers it already buys from, in proportion to their shares: each would have to ship 246% more. Share now, then the part of the gap it would take:
- UAE 4.4% +10.7 pp
- Indonesia 4.2% +10.2 pp
- United States 3.9% +9.7 pp
- Japan 2.9% +7.1 pp
- Vietnam 1.5% +3.8 pp
- Thailand 1.5% +3.8 pp
- UK 1.3% +3.3 pp
- Germany 1.2% +3 pp
The largest other exporters, by share of world exports
- Mexico 11.3%
- United States 6% · already a supplier
- Germany 5.2% · already a supplier
- Vietnam 5% · already a supplier
- Morocco 3.4%
First-round arithmetic on trade shares, not a forecast: an importer’s exposure is its import share from the shocked suppliers × the cut. No stocks, no new suppliers, no price changes.
Suppliers are read from the flows the map stores for the stage: each importer’s ten largest suppliers and every flow above 0.05% of world trade; the rest are “smaller suppliers”. The next stage and the use share come from the chain file.