Mapa de exposición a insumos
Los filings de las 46 empresas leídos en conjunto: qué insumos aprietan, a cuántas y si ya cubrimos a quien los vende. Generado 2026-08-06.
⚠ NO ES UNA SEÑAL ADELANTADA. Este mapa DESCRIBE el presente; no predice. El test de adelanto salió negativo en los 8 insumos contrastados (ver diffusion_validation.json). Cuando una empresa escribe que sus costes subieron, describe un trimestre ya cerrado y el precio de ese insumo lleva meses siendo público: la queja es un eco, no un aviso. Esta pantalla sirve para orientar dónde buscar, no para anticipar.
Huecos de cobertura · insumos que aprietan y de los que no seguimos a ningún productor
flete · 26 empresaselectricidad · 15 empresasmaiz · 9 empresasgas natural · 14 empresas · tensión +17ppmano obra · 11 empresasniquel · 4 empresascoque · 3 empresassoja · 5 empresas
En ámbar, los que además están más tensionados ahora que en su propia historia. Son candidatos a investigar quién los produce — no una recomendación: el sistema no ha analizado a esos productores.
Todos los insumos vigilados
| Insumo | Menciones | Empresas | Difusión hist. | Ahora | Tensión | ¿Cubrimos al productor? |
|---|---|---|---|---|---|---|
| flete “. The increase was primarily driven by higher fuel surcharge expenses on rail shipments and the geographic distribution of sales. Freight expense within the Trio® segment is also impacted by the perce” | 230 | 26 | 32% | 32% | +1pp | hueco |
| electricidad “4 - Workers participation 15.1 - Other net, partially offset by 8.7 - Inventory variance (35.0) - Energy costs (13.2) • Increase in volume and cost of metals purc” | 136 | 15 | 21% | 21% | +0pp | hueco |
| chatarra “nature of the metals industries and the industries we serve; (4) volatility and major fluctuations in prices and availability of scrap metal, scrap substitutes and supplies, and our potential inabilit” | 82 | 11 | 10% | 18% | +7pp | RDUS |
| maiz “was driven by: •Increase in cattle costs of approximately $1,975 million in our Beef segment. •Increase in raw material and other input costs of approximately $190 million in our Prepared Foods segmen” | 60 | 9 | 9% | 8% | -1pp | hueco |
| gas natural “Middle East also caused increases in energy costs; Alcoa has limited its exposure to volatility in spot energy through long-term natural gas and electricity contracts and financial hedges. AliGroup Ac” | 59 | 14 | 10% | 26% | +17pp | hueco |
| mano obra “future capital expenditures and other cash needs may exceed current expectations due to risk factors such as rising material and labor costs, inflationary pressures, and changes in project scope, timi” | 59 | 11 | 10% | 7% | -2pp | hueco |
| niquel “rices and Midwest Premiums also rose meaningfully during the quarter, largely due to supply disruptions in the Middle East, while nickel prices remained volatile in response to Indonesian quotas. Incr” | 46 | 4 | 6% | 6% | +0pp | hueco |
| aluminio “e quarter as carbon pricing was driven by tight domestic supply, extended lead times, cyclical momentum, and restocking activity. Aluminum prices and Midwest Premiums also rose meaningfully during the” | 30 | 6 | 9% | 19% | +10pp | AA, CENX, KALU |
| acero “s metal purchase and in-bound freight costs, third-party processing costs, and direct and indirect internal processing costs. The cost of materials sold fluctuates with our sales volume and our abilit” | 26 | 2 | 5% | 6% | +1pp | NUE, STLD, CMC, CLF |
| tungsteno “in the prior year quarter. The year-over-year increase of $35.4 million was driven by the favorable timing of pricing compared to raw material costs of approximately $39 million within the Infrastruct” | 17 | 1 | 6% | 7% | +1pp | ALM (no modelable) |
| coque “ed in 2025, the Coffeyville Facility has the potential to utilize natural gas as an alternative feedstock in conjunction with pet coke in the production of nitrogen fertilizer, which along with certai” | 13 | 3 | 5% | 5% | +0pp | hueco |
| amoniaco “the Russian and Ukraine commodities industrial assets have restricted exports of fertilizers and raw materials (namely sulfur and ammonia), further tightening global supplies, driving input costs high” | 12 | 1 | 5% | 6% | +1pp | CF, UAN, LXU |
| soja “ase organic ingredients to help assure supply. Ordinarily, we do not enter long-term contracts beyond a year to purchase corn and soybean meal or hedge against increases in the price of corn and soybe” | 12 | 5 | 5% | n/d | n/d | hueco |
| acido sulfurico “it net cash costs of $3.11 per pound of copper, primarily reflecting higher by-product credits, partly offset by higher costs for sulfuric acid, diesel fuel and other consumables. Because certain asse” | 5 | 1 | 4% | 5% | +1pp | MOS |
| cobre “r mining products has improved, especially relating to metals mining as expanding electric vehicle market is driving the need for copper. Also, certain mining sales contracts are linked to natural gas” | 3 | 1 | 5% | n/d | n/d | FCX, SCCO |
| sosa caustica “retirement obligations, primarily at the Poços de Caldas refinery •Unfavorable raw material costs primarily on higher prices for caustic soda and lime Forward Look. For the fourth quarter of 2025 in c” | 2 | 1 | 6% | 6% | +0pp | hueco |
| azufre “riod of 2025 primarily due to the increase in sales discussed above, partially offset by Turnaround costs, higher natural gas and sulfur costs and higher depreciation due to recent investments in our ” | 1 | 1 | n/d | 7% | n/d | MOS |
| fosfato “sult of de-stocking throughout the nitrogen distribution channel, and an increase in ammonia consumption by a large international phosphate producer. Even with the recent strengthening, we believe tha” | 1 | 1 | 5% | n/d | n/d | MOS |
Difusión = proporción de las empresas que publicaron ese trimestre y reportaron presión en ese insumo. “Ahora” son los 4 últimos trimestres; la tensión es la diferencia contra su propia mediana histórica. Cada mención guarda su cita y su accession en market/input_mentions.csv.