TTM (Trailing Twelve Months) is a rolling 12-month window compared like-for-like with the prior 12 months.
Each dot is a partner country. X-axis: net-weight TTM change. Y-axis: average FOB-price TTM change. Bubble size: current TTM FOB.
Country-of-origin concentration over the last twelve months. The more the Top-1 dominates, the higher the rupture risk.
Countries that started buying (or grew 5x+) in the trailing 12 months vs the prior 12. Top 20 by FOB.
