Supply risk index
Shortage Command Center
Risk is a calculated view of lead time, lead-time acceleration, demand growth, factory capacity, supplier concentration, alternatives and geopolitical exposure — never a hard-coded market fact.
0–25 Low
26–50 Moderate
51–70 Elevated
71–85 High
86–100 Critical
Generation · primary regions US, DE, JP, IT
Primary constraint: Hot-gas-path slot allocation
SOURCE OEM earnings callsLEVEL B · Primary publicLAST VERIFIED 2026-06-14MEDIUM
Power · primary regions EU, KR, TR, IN, US
Primary constraint: GOES steel & bushing capacity
SOURCE Manufacturer quotations (n=6)LEVEL A · Verified directLAST VERIFIED 2026-07-28HIGH
Power · primary regions EU, US, MX, IN, CN
Primary constraint: Vacuum interrupters, relays
SOURCE Distributor quotationsLEVEL A · Verified directLAST VERIFIED 2026-08-02HIGH
Generation · primary regions US, UK, DE, IN, CN
Primary constraint: Alternator and controls supply
SOURCE Market intelligenceLEVEL D · Market intelligenceLAST VERIFIED 2026-07-11MEDIUM
Cooling · primary regions US, EU, CN
Primary constraint: Compressor lead times
SOURCE Trade publicationLEVEL C · High-quality secondaryLAST VERIFIED 2026-05-30MEDIUM
Liquid cooling · primary regions US, TW, CN, DE
Primary constraint: Pump and PHE allocation
SOURCE Supplier confirmations (n=9)LEVEL A · Verified directLAST VERIFIED 2026-08-05VERY HIGH
Power · primary regions US, EU, CN, IN
Primary constraint: IGBT and capacitor supply
SOURCE Manufacturer quotationLEVEL A · Verified directLAST VERIFIED 2026-07-22HIGH
Liquid cooling · primary regions US, TW, DE
Primary constraint: Precision machining capacity
SOURCE Supplier emailLEVEL A · Verified directLAST VERIFIED 2026-08-01HIGH
Power · primary regions US, EU, IN
Primary constraint: Copper allocation
SOURCE Distributor estimateLEVEL D · Market intelligenceLAST VERIFIED 2026-07-04LOW
White space · primary regions US, MX, EU, CN
Primary constraint: None material
SOURCE Internal procurement recordLEVEL A · Verified directLAST VERIFIED 2026-08-06VERY HIGH