Sample dataDemonstration dataset. This board is a working template, not a live client's supply base.
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What the board caught

Every change the board has logged since 2 September 2026, week by week, as it was recorded at the time. Nothing is added after the fact: if the board missed something, it is missing here too.

Scoring was reworked on 2 Sep 2026, so the record starts there; earlier entries were judged by rules the board no longer uses.

Changes logged
71
From 2 Sep to 30 Oct, across 9 weeks.
Amber spells
6
15h, 8h, 2d 21h, 2d and 7d 13h, each back to green; one open since 16 Oct (13d 12h so far).
Red spells
2
5d 10h and 2d 5h, each back to green.
Unexplained price falls
20
Infineon ×6 · GPI ×5 · EVE Energy ×3 · Jabil ×3 · ITC ×2 · Smoore ×1. None came with news to explain it.

Showing all 71 changes, newest first.

26 Oct – 1 Nov 2026

Quiet week · Up to Fri 30 Oct · 03:15 UTC

Nothing logged: no risk level, signal or status moved enough to record.

19–25 Oct 2026

10 changes
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status

12–18 Oct 2026

13 changes
    • Eased: Overall status RED → AMBER
      Driven by: world
      Overall status
    • Eased: Suppliers pillar RED → GREEN
      Pillar status
    • Eased: ITC: HIGH → MEDIUM
      🌍 Geopolitical: Border tensions with China and Pakistan
      Supplier risk level
    • Escalated: Overall status AMBER → RED
      Driven by: suppliers
      Overall status
    • Escalated: Suppliers pillar GREEN → RED
      Pillar status
    • Escalated: ITC: MEDIUM → HIGH
      New: geopolitical escalation. 🌍 Geopolitical: Geopolitical event (single-source, downgraded pending corroboration): 'bombs ' in recent news
      Supplier risk level
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status

5–11 Oct 2026

11 changes
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status
    • Eased: Overall status RED → AMBER
      Driven by: world
      Overall status
    • Eased: Suppliers pillar RED → GREEN
      Pillar status
    • Eased: EVE Energy: HIGH → MEDIUM
      🌍 Geopolitical: US-China trade war, Taiwan risk, export controls on tech
      Supplier risk level
    • Eased: Huizhou BYD Electronic: HIGH → MEDIUM
      🌍 Geopolitical: US-China trade war, Taiwan risk, export controls on tech
      Supplier risk level
    • Eased: IP Sun: HIGH → MEDIUM
      🌍 Geopolitical: US-China trade war, Taiwan risk, export controls on tech
      Supplier risk level
    • Eased: Porton: HIGH → MEDIUM
      🌍 Geopolitical: US-China trade war, Taiwan risk, export controls on tech
      Supplier risk level
    • Eased: Smoore: HIGH → MEDIUM
      🌍 Geopolitical: US-China trade war, Taiwan risk, export controls on tech
      Supplier risk level

28 Sep – 4 Oct 2026

18 changes
    • Escalated: Overall status AMBER → RED
      Driven by: suppliers
      Overall status
    • Escalated: Suppliers pillar GREEN → RED
      Pillar status
    • Noted: ITC -2.6% on Thu 1 Oct (2.1× its normal daily range), no corroborating signal
      Exposure tier: High. Cause unconfirmed.
      Unexplained price fall
    • Escalated: EVE Energy: MEDIUM → HIGH
      New: geopolitical escalation. 🌍 Geopolitical: Geopolitical event (single-source, downgraded pending corroboration): 'invasion of' in recent news
      Supplier risk level
    • Escalated: Huizhou BYD Electronic: MEDIUM → HIGH
      New: geopolitical escalation. 🌍 Geopolitical: Geopolitical event (single-source, downgraded pending corroboration): 'invasion of' in recent news
      Supplier risk level
    • Escalated: IP Sun: MEDIUM → HIGH
      New: geopolitical escalation. 🌍 Geopolitical: Geopolitical event (single-source, downgraded pending corroboration): 'invasion of' in recent news
      Supplier risk level
    • Escalated: Porton: MEDIUM → HIGH
      New: geopolitical escalation. 🌍 Geopolitical: Geopolitical event (single-source, downgraded pending corroboration): 'invasion of' in recent news
      Supplier risk level
    • Escalated: Smoore: MEDIUM → HIGH
      New: geopolitical escalation. 🌍 Geopolitical: Geopolitical event (single-source, downgraded pending corroboration): 'invasion of' in recent news
      Supplier risk level
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status
    • Escalated: Overall status GREEN → AMBER
      Driven by: world
      Overall status
    • Noted: SWM International added to the watchlist
      Fine Papers · USA
      Supplier added
    • Noted: SWM (Mativ) removed from the watchlist
      Supplier removed

21–27 Sep 2026

4 changes
    • Eased: Overall status AMBER → GREEN
      Driven by: macro, peers, suppliers
      Overall status
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status

14–20 Sep 2026

14 changes
    • Eased: Overall status AMBER → GREEN
      Driven by: macro, peers, suppliers
      Overall status
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status
    • Eased: Overall status AMBER → GREEN
      Driven by: macro, peers, suppliers
      Overall status
    • Eased: Suppliers pillar AMBER → GREEN
      Pillar status

7–13 Sep 2026

1 change

31 Aug – 6 Sep 2026

Quiet week · Record starts 2 Sep

Nothing logged: no risk level, signal or status moved enough to record.

How to read it

  • something got worse, it eased, noted without changing a risk level.
  • An amber spell runs from the board turning amber to it turning back to green.
  • Times are UTC, stamped by the harvest that caught the change. Harvests run about every six hours.

What counts as an unexplained price fall

A supplier's share price fell unusually hard in a day (at least twice its own normal daily range, or 4% or more at a Critical- or High-tier supplier) and no news, cyber, sanctions or recall signal came with it. The board logs at most one a day per supplier and never turns red on a price move alone: a fall with no cause is worth a call, not an alarm.