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Analysis

Cascading supply shocks with a GPU-friendly input–output network model

Modern economies aren’t just “a bunch of industries.” They’re networks of dependencies.

A shock in one upstream node (energy, fertilizer, chips, shipping, critical metals) doesn’t stay local — it propagates through intermediate inputs, forcing downstream sectors to reduce output, which then feeds back upstream as reduced demand.

This post is a first-pass, matrix-first model of that cascade, designed to be fast (and GPU-friendly when PyTorch+CUDA is available).