Industry Impact Index

Industries Analyzed

Industry	File	Disruption Scale	Key Finding
Semiconductors & AI	semiconductors-ai.md	Triple input crisis (helium + bromine + LNG)	SMIC/Huawei gain share; memory +171%; $650B AI investment delayed
Defense Industrial Base	defense-industrial-base.md	5,197 munitions in 96 hours	Single-facility production bottlenecks; China deterrence gap during rebuild
Food & Agriculture	food-agriculture.md	1B+ people affected	Spring planting already compromised; fertilizer + PE spoilage = 20-35% food supply reduction
Pharmaceuticals	pharmaceuticals.md	60-day inflection point	China 70% of India API imports; antibiotics/metformin most exposed; WHO hub paralyzed
Automotive	automotive.md	6 simultaneous input constraints	BYD/1973 parallel; +8-15% vehicle inflation; Japan/Korea critical exposure
Energy Transition	energy-transition.md	Green transition paradox	Nuclear = only tech both accelerated AND not China-dependent; copper is binding constraint #1

Cross-Industry Dependencies

SEMICONDUCTORS ──→ AUTOMOTIVE (1,000-3,000 chips/vehicle)
              ──→ DEFENSE (guidance, communications, radar)
              ──→ PHARMACEUTICALS (manufacturing controls)

ENERGY TRANSITION ──→ AUTOMOTIVE (EV supply chain)
                  ──→ DEFENSE (rare earth magnets)

FOOD/AGRICULTURE ──→ PHARMACEUTICALS (malnutrition → disease burden)
                 ──→ AUTOMOTIVE (biofuel feedstock competition)