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    Where money is made and where it goes: central bank and bank money, and cross-border positions by country pair.

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    The world trade network and ten product chains from ore to product, with the events that moved them.

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    Funding and trade together: how economies earn, who funds whom against who trades with whom, and what past shocks did to both.

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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

Rare earths, magnets and motors · S5 · Electric motors (multi-phase AC, large DC)

Cut the exports of Germany in Electric motors (multi-phase AC, large DC) (Rare earths, magnets and motors, stage 5) and follow the shortfall to the importers and one stage down the chain.

Who loses what share of their supply: Electric motors, 2024

  • World exports cut16.9%of world electric motors exports
  • Importers with over a quarter at risk12of the 40 largest importers
The 12 importers with the largest share of their imports at risk. Select one to see who could fill its gap.
ImporterShare of world importsFrom GermanyAt risk, share of its importsIts other suppliers would ship
2%68%68%+213%
2.2%50.9%50.9%+103%
0.94%37.4%37.4%+60%
1.5%37%37%+59%
6.3%36.7%36.7%+58%
0.42%33.1%33.1%+49%
1.2%32.4%32.4%+48%
4.2%31.1%31.1%+45%
1.1%29.4%29.4%+42%
2%27.6%27.6%+38%
0.5%25.6%25.6%+34%
0.9%25%25%+33%

* Did not file this period: its imports are seen through its partners’ reports.

Who could fill the gap: Czechia, 68% of its imports

The suppliers it already buys from, in proportion to their shares: each would have to ship 213% more. Share now, then the part of the gap it would take:

  • Korea 11.7% +24.9 pp
  • China 3.4% +7.3 pp
  • Slovenia 3.4% +7.1 pp
  • Poland 2.8% +6 pp
  • Finland 1.6% +3.3 pp
  • Spain 1.5% +3.3 pp
  • Italy 1.2% +2.6 pp
  • Austria 0.91% +1.9 pp

The largest other exporters, by share of world exports

  • China 16.4% · already a supplier
  • Mexico 7.8%
  • United States 6.5%
  • Japan 6%
  • Brazil 4.5%

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.

Source: UN Comtrade, Final data, HS6; mirror rule; shares of 2024.

datasteg: the flow sites