0.40% of the wholesale price basket
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This chart runs to six months ago. Premium brings it up to today - and opens the 1M, 3M and 6M columns that go with it.
Non-ferrous producers gain; these metals are inputs for wiring, EV, capital goods and power transmission.
% = raw materials as share of sales
Directional and observational - our classification of who uses this as an input vs sells it as output. The chips are just the largest listed names in each sector, not a claim that this commodity is material to any particular company - individual exposure varies. Raw materials as a share of sales is shown on the consumer side. Not advice.