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The catalog/Markets

Supply Chain

What feeds a product, a company or an industry, mapped with each link tagged by how visible it is.

3 credits·in-depth·about 2–4 min·9 domains

What it answers

The question Supply Chain is built for

Name the thing. It states the structural truth first, then how the chain is built, the map of it, the documented suppliers, the chokepoints, the substitutes and workarounds, the policy exposure, and what cannot be seen from the outside, with watch signals and open questions.

Who reaches for it

Procurement, sourcing, trade analysts, reporters on an industrial beat, and anyone who has to answer "where does this actually come from".

What comes back

10 sections, on every run

These are the headings the result renders, read from the same promise the form makes before you spend a credit. A section that depends on what the record holds is rendered when it can be and never promised here.

01

The structural truth

02

How the Chain Is Built

03

The Chain Map

04

Documented Suppliers

05

Chokepoints

06

Substitutes & Workarounds

07

Policy Exposure

08

What Can't Be Seen

09

Watch Signals

10

Open Questions

What you give it

2 boxes, 1 required

What chain, feeding what
required · up to 300 characters
Focus / angle
optional · up to 600 characters
Try it on: a subject you already hold an opinion about, so you can grade the result against what you know. Each one opens the form filled, in the General domain.
The FPV drone supply chain from Shenzhen to Ukraine
What it will not do

The lines it holds

A supplier is named because a filing, a contract or a disclosure names it; a plausible one is not. Movement data that sits behind commercial terms is not invented, and the parts the record cannot reach are said to be unseen.

Every claim carries its grade

A claim the scan could not source is marked as such rather than dressed up. How the grades work →

Verified or grounded
Reported or attributed
Contested
Open question
Where it runs

Available in 9 domains

A domain may name it in its own words and price it on its own terms; each row is what that domain shows.

General3 creditsDefense3 creditsFinance3 creditsEnergy3 creditsHealth3 creditsPolicy3 creditsTechnology3 creditsClimate3 creditsLearning3 credits
See one

Research already published as Supply Chain

US Munitions Industrial Supply Chain: Energetics to Missile Rounds

Read the research →

The US does not make its own TNT: the basic explosive in artillery shells comes from a single European source, while the domestic expansion money has gone into a different explosive, RDX.

Defense · August 9, 2026

US Navy Warship and Submarine Industrial Base Structure

Read the research →

Final assembly for every nuclear-powered US Navy vessel runs through just two certified shipyards — Electric Boat in Groton, Connecticut and Newport News in Virginia — and no upstream fix adds a third dry dock.

Defense · August 8, 2026
Roles that lean on it

8 role guides suggest it

Defense industrial base analystlead scanCommodities trader / analystlead scanSupply chain directorlead scanCredit / fixed income analystRenewables project developerSecurity architect / CISOProcurement / sourcing leadSupplier risk manager
Try it

Run Supply Chain on something you already know

The fastest way to judge the result is to pick a subject you know cold and read it against what you know. The scan names its credit cost before it runs.

Start with Supply Chain →Plans and credit packs
More in the catalog

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Market ResearchA market sized and read from the record, with every figure's issuer named and the estimates kept as a spread.Buyer ResearchWho buys a thing, what they are solving for, how they decide, and what they pay.Pricing ReadWhat things actually cost, posted and sourced, with the discount reality and the direction of travel.Regulatory MapEvery rule around an activity, with the status of each stated honestly.The whole catalog →