Public-data intelligence Cycle 2026.05.13 · v1 POC

When the world breaks,
whose supply chain breaks with it?

Cascade maps maritime-chokepoint disruptions to ranked corporate exposure across US public companies. We read what they filed (SEC 10-Ks, UN Comtrade flows, Sentinel imagery) and stitch the answer together with zero dollars of paid intelligence data.

Active scenarios 3of 5 chokepoints
Companies indexed 57US public filers
SEC excerpts 57verbatim, deep-linked
Data sources 9free public APIs
Theater · global · real-time

Maritime chokepoints

Click an active region
3 modeled 3 tracked 57 filers
Hormuz 26.5°N 56.5°E · HIGH Suez 30.0°N 32.5°E · HIGH Bab-el-Mandeb Taiwan Strait 24.5°N 120.0°E · EXTREME Malacca Panama
Dossier index · v1 modeled

Active scenarios

Tap a chokepoint to open
Source · SEC 10-K excerpt

What the filings actually say

The Russia-Ukraine war, the Israel-Palestine conflict, the political activity in Venezuela, Houthi-related disruptions in the Red Sea, and tensions involving Iran and the Strait of Hormuz have all continued to disrupt global trade patterns, increase crude oil price volatility, and, at times, increase freight costs and delivery times.
Filing Par Pacific Holdings NYSE: PARR · CIK 0000821483 FY2025 10-K · filed 2026-02-25 Item 1A · Risk Factors View on SEC.gov ↗
Pipeline · v1 hand-curated

How Cascade works

STEP / 01

EDGAR full-text search

Find every 10-K from 2024-onward that mentions the scenario keyword ("Strait of Hormuz", "Red Sea", "Taiwan + single source") via efts.sec.gov.

STEP / 02

Verbatim extraction

Pull the actual filing from SEC.gov, locate the sentence containing the keyword, capture the surrounding paragraph as quoted evidence.

STEP / 03

Tri-axis scoring

Score 0–3 on geographic exposure, commodity exposure, and concentration/single-source risk. Composite 0–9 with explicit/implicit/inferred confidence tier.

Honest limits

What Cascade can and cannot see

+Visible to Cascade

  • Public US 10-K and 10-Q risk-factor disclosures
  • Tier-1 supplier concentration disclosed in filings
  • Geographic and commodity exposure language
  • Corporate subsidiary trees (Exhibit 21)
  • Historical AIS vessel positions
  • Country-level bilateral trade via UN Comtrade

Hidden from Cascade

  • Tier-2 and tier-3 suppliers (Sayari / Panjiva territory)
  • Private US and foreign companies
  • China customs at the granular level
  • Real-time cargo manifests / bills of lading
  • Air, truck, rail manifests (not public records)
  • Anything a company chose not to disclose under principles-based Reg S-K