Constraint Heatmap

How To Read This

Constraints represent bottlenecks that can limit how quickly capital and capacity can move through a sector. High constraint values point to friction such as supply availability, labor, permitting, infrastructure, grid capacity, or physical throughput.

Read this page as a bottleneck map. A sector with high pressure and high constraints may have durable stress, while high constraints with low pressure may be an early signal to monitor before pressure appears in the overview ranking.