Critical Molecules

Trade: Eurostat Comext (ds-045409), monthly, via the comext-etl pipeline. Reporter = EU27; intra-EU = partner aggregate EU27; extra-EU = all other partners. Full calendar years ${m.years[0]}–${m.years[m.years.length-1]}.
Governance: World Bank Worldwide Governance Indicators (${m.wgi?m.wgi.year:''}), governance score 0–100.
Sector groups: Cefic CN-code → Sector Group mapping (806 codes, 41 groups), prefix-matched to CN8.

Criteria thresholds — adjust to test sensitivity (PDF defaults)

M1a · Import Intensity >

M1b · Herfindahl (HHI) >

M1b · years out of last 5 ≥

M2 · Geopolitical score <

M3a · price ratio (extra/intra) ≤

M3a · years out of last 5 ≥

M3a · median price growth ≤

CN8 ▾	Product	NACE	Sector group(s)	M1a II	M1b HHI	M2 Geo	M3a Price	Verdict	Manual