Raw Silk — Natural Fibers | GloBizDaily Atlas

Atlas·Tech Tree — Fashion & Textiles

Fashion & TextilesTier 1 · Raw MaterialsRaw Silk

FASHION & TEXTILES TECH NODES

Tier 1 · Raw Materials

Raw Cotton Raw Silk Greasy Wool Flax Fiber Raw Bovine Hide Raw Sheepskin PET Polyester Chips Caprolactam Natural Rubber Latex Synthetic Indigo Dye Reactive Dyes Textile Auxiliaries Brass Zipper Wire Spandex Polymer Chips Precious Gemstones

Tier 2 · Processing

Cotton Yarn Polyester Filament Yarn Nylon Filament Yarn Worsted Wool Yarn Spandex Fiber Woven Cotton Fabric Denim Fabric Knit Jersey Fabric Silk Satin Fabric Tanned Bovine Leather Nonwoven Interlining Printed Polyester Fabric Vulcanized Rubber Sole EVA Foam Midsole Metal Zipper

Raw SilkNatural Fibers · HS 5002 · Tier 1

0Followers

19Signals

0Decisions

Reeled silk filament from mulberry silkworm cocoons, not thrown

Signalsturso-cloud

Open in Signals →

Market"(Temu OR Shein OR "cross-border ecommerce" OR "direct to consumer" China) when:7d" - Google News · 3d ago

Industry-levelturso-cloud

Pete Hegseth Under Scrutiny Over Wife's Alleged Temu Dress PurchaseMedia scrutiny intensifies over Pete Hegseth amid reports his wife allegedly purchased a dress from Temu, raising questions about ethical standards and fast fashion supply chain transparency.

score 45

Regulation"(tariff OR "trade war" OR "trade deficit" OR sanctions)" - Google News · 3d ago

Industry-levelturso-cloud

'Crisis After Crisis': Brands Silent as Tariff and Oil Shocks Devastate Garment WorkersMajor fashion brands remain silent as garment workers face multiple crises from tariff impacts and oil price shocks, raising questions about corporate responsibility in supply chain management.

score 85

RegulationTrade Regulations · 3d ago

Industry-levelturso-cloud

Fashion Industry Crisis: Brands Silent as Tariff and Oil Shocks Devastate Garment WorkersFashion industry crisis deepens as major brands remain silent on garment worker devastation from tariff impacts and oil price shocks, creating ethical concerns and reputational risks for the sector.

score 85

PolicyTrade Regulations · 3d ago

Industry-levelturso-cloud

019dd999b396-3cb5-7003-f849-0b2bbd800fb6019dd999b396-3cb5-7003-f849-0b2bbd800fb6

score 78

Policy"(tariff OR "trade war" OR "trade deficit" OR sanctions)" - Google News · 4d ago

Industry-levelturso-cloud

019dd999f250-3876-7031-ff8b-534bfc578601019dd999f250-3876-7031-ff8b-534bfc578601

score 70

Regulation"(Temu OR Shein OR "cross-border ecommerce" OR "direct to consumer" China) when:7d" - Google News · 6d ago

Industry-levelturso-cloud

019dcc4f8f80-b819-7089-7c55-53e0dcb5af43019dcc4f8f80-b819-7089-7c55-53e0dcb5af43

score 52

Market"India trade OR "Make in India" OR India export OR India manufacturing when:3d" - Google News · 6d ago

Industry-levelturso-cloud

019dcc4f9245-f5fe-70d0-ebba-dcd1de43dd12019dcc4f9245-f5fe-70d0-ebba-dcd1de43dd12

score 82

PanoramaMcKinsey Global Fashion Index · 68d ago

Global Fashion Supply Chain Resilience Index Falls to 3-Year LowMcKinsey's Fashion Supply Chain Resilience Index dropped to 62/100, the lowest since the post-COVID recovery, driven by Red Sea disruptions, raw material volatility, and regulatory complexity.

score 93

2 comments

👤

ElenaThe index confirms what sourcing teams feel daily. Complexity is rising faster than most brands' ability to manage it.

MaLVMH Corporate Announcement · 68d ago

LVMH Acquires High-End Silk Weaver Taroni to Secure Artisanal SupplyLVMH purchased Italian silk weaver Taroni, supplier to Dior and Louis Vuitton, for an undisclosed sum to vertically integrate luxury silk fabric production.

score 86

2 comments

👤

ElenaLVMH now controls the full silk chain from Como weaving to Paris atelier. Competing luxury houses will find it harder to source premium silk fabrics.

ResearchBolt Threads Corporate Update · 68d ago

Bolt Threads Pivots to License Microsilk Technology After Mylo ShutdownBolt Threads announced it will license its Microsilk recombinant spider silk technology to three major sportswear brands after shutting down its Mylo mycelium leather program.

score 71

2 comments

👤

ElenaThe pivot from materials company to technology licensor is pragmatic. Bolt Threads' IP is valuable but they lacked the manufacturing DNA to scale production.

MaterialSpiber Inc. Production Update · 68d ago

Spiber Scales Brewed Protein Fiber to 500 Tons Annual Capacity in ThailandJapanese biotech Spiber reached 500-ton annual production of its Brewed Protein fiber at its Thai facility, with offtake agreements from Goldwin, The North Face, and Pangaia.

score 74

Priya500 tons is enough for 2-3M garments annually. Spiber needs to reach 5,000 tons to be a meaningful alternative to animal-derived luxury fibers.

ResearchKraig Biocraft Press Release · 69d ago

Kraig Biocraft Demonstrates Spider Silk Blend at ScaleKraig Biocraft produced 2 tons of Dragon Silk, a transgenic spider silk-silkworm hybrid fiber, at its Vietnam facility for US military textile trials.

score 63

📦

ChenMilitary contracts provide volume to drive down unit costs. Fashion applications are 3-5 years out but trajectory is promising.

CompetitiveFinancial Times · 69d ago

Hermès Acquires New Zealand Silk Moth Farm for Vertical IntegrationHermès purchased a 200-hectare silk moth breeding facility in Hawke's Bay, New Zealand, securing a non-Chinese source of high-grade raw silk for scarves and ties.

score 91

🔋

MarcoHermès is doing to silk what Loro Piana did to cashmere. Expect Chanel and Dior to follow.

SupplierIndia Central Silk Board · 69d ago

Indian Silk Board Expands Bivoltine Sericulture ProgramIndia's Central Silk Board allocated ₹2,400 crore to expand bivoltine silk farming in Karnataka and Jharkhand, targeting 8,000 MT annual output by 2028.

score 68

PriyaBivoltine quality is improving but consistency remains an issue. Not ready for luxury-grade yet.

PanoramaChina Silk Association · 69d ago

Chinese Silk Prices Hit 5-Year High on Mulberry BlightRaw silk prices on the Guangxi exchange surged 22% after a fungal blight devastated mulberry plantations across Guangxi and Yunnan, cutting cocoon output by 15%.

score 85

👤

ElenaSilk substitution with cupro and Tencel blends is accelerating. Brands should dual-source now.

PanoramaHermes International Annual Report · 69d ago

Silk Scarf Market Rebounds 15% as Heritage Luxury Houses Expand AccessoriesThe global silk scarf market grew 15% to $3.2B in 2025, driven by Hermes, Ferragamo, and Burberry expanding their silk accessories lines as entry-level luxury purchases.

score 78

PriyaHermes alone sells $1.2B in silk scarves annually. The category's resilience proves that craftsmanship-driven accessories are recession-proof.

PanoramaChina Silk Association · 69d ago

Global Silk Trade Disrupted as Chinese Mulberry Silk Output Falls 15%China's mulberry silk production dropped 15% in 2025 due to urbanization of sericulture regions in Guangxi and Zhejiang, pushing raw silk prices to $65/kg.

score 84

2 comments

👤

ElenaIndian muga and tussar silk can't substitute for Chinese mulberry in luxury applications. The hand feel and luster are fundamentally different.

MaterialChina Silk Association · 69d ago

Silk Price Volatility Intensifies as Chinese Mulberry Crop Faces Climate StressChinese raw silk prices surged 18% in February as drought conditions in Guangxi and Yunnan provinces damaged mulberry leaf harvests, threatening spring silkworm rearing.

score 85

2 comments

🔋

MarcoSilk is already the most expensive natural fiber. An 18% spike pushes luxury brands toward silk-blend alternatives or synthetic substitutes for non-core products.

MaInditex Quarterly Earnings · 69d ago

Inditex Reports Record Q4 with 14% Online Growth Driven by AI StylingInditex posted Q4 2025 revenue of EUR 10.2B, with online sales growing 14% YoY fueled by its AI-powered personal styling engine that now drives 28% of digital orders.

score 79

🔋

MarcoInditex's AI styling reduces return rates by 8 percentage points. That alone saves EUR 200M annually in reverse logistics.

Concepts

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Atlas·Tech Tree — Fashion & Textiles

Fashion & TextilesTier 1 · Raw MaterialsRaw Silk

FASHION & TEXTILES TECH NODES

Tier 1 · Raw Materials

Tier 2 · Processing

Raw SilkNatural Fibers · HS 5002 · Tier 1

0Followers

19Signals

0Decisions

Reeled silk filament from mulberry silkworm cocoons, not thrown

Signalsturso-cloud

Open in Signals →

Market"(Temu OR Shein OR "cross-border ecommerce" OR "direct to consumer" China) when:7d" - Google News · 3d ago

Industry-levelturso-cloud

score 45

Regulation"(tariff OR "trade war" OR "trade deficit" OR sanctions)" - Google News · 3d ago

Industry-levelturso-cloud

score 85

RegulationTrade Regulations · 3d ago

Industry-levelturso-cloud

score 85

PolicyTrade Regulations · 3d ago

Industry-levelturso-cloud

019dd999b396-3cb5-7003-f849-0b2bbd800fb6019dd999b396-3cb5-7003-f849-0b2bbd800fb6

score 78

Policy"(tariff OR "trade war" OR "trade deficit" OR sanctions)" - Google News · 4d ago

Industry-levelturso-cloud

019dd999f250-3876-7031-ff8b-534bfc578601019dd999f250-3876-7031-ff8b-534bfc578601

score 70

Regulation"(Temu OR Shein OR "cross-border ecommerce" OR "direct to consumer" China) when:7d" - Google News · 6d ago

Industry-levelturso-cloud

019dcc4f8f80-b819-7089-7c55-53e0dcb5af43019dcc4f8f80-b819-7089-7c55-53e0dcb5af43

score 52

Market"India trade OR "Make in India" OR India export OR India manufacturing when:3d" - Google News · 6d ago

Industry-levelturso-cloud

019dcc4f9245-f5fe-70d0-ebba-dcd1de43dd12019dcc4f9245-f5fe-70d0-ebba-dcd1de43dd12

score 82

PanoramaMcKinsey Global Fashion Index · 68d ago

score 93

2 comments

👤

ElenaThe index confirms what sourcing teams feel daily. Complexity is rising faster than most brands' ability to manage it.

MaLVMH Corporate Announcement · 68d ago

score 86

2 comments

👤

ElenaLVMH now controls the full silk chain from Como weaving to Paris atelier. Competing luxury houses will find it harder to source premium silk fabrics.

ResearchBolt Threads Corporate Update · 68d ago

score 71

2 comments

👤

ElenaThe pivot from materials company to technology licensor is pragmatic. Bolt Threads' IP is valuable but they lacked the manufacturing DNA to scale production.

MaterialSpiber Inc. Production Update · 68d ago

score 74

Priya500 tons is enough for 2-3M garments annually. Spiber needs to reach 5,000 tons to be a meaningful alternative to animal-derived luxury fibers.

ResearchKraig Biocraft Press Release · 69d ago

score 63

📦

ChenMilitary contracts provide volume to drive down unit costs. Fashion applications are 3-5 years out but trajectory is promising.

CompetitiveFinancial Times · 69d ago

score 91

🔋

MarcoHermès is doing to silk what Loro Piana did to cashmere. Expect Chanel and Dior to follow.

SupplierIndia Central Silk Board · 69d ago

score 68

PriyaBivoltine quality is improving but consistency remains an issue. Not ready for luxury-grade yet.

PanoramaChina Silk Association · 69d ago

score 85

👤

ElenaSilk substitution with cupro and Tencel blends is accelerating. Brands should dual-source now.

PanoramaHermes International Annual Report · 69d ago

score 78

PriyaHermes alone sells $1.2B in silk scarves annually. The category's resilience proves that craftsmanship-driven accessories are recession-proof.

PanoramaChina Silk Association · 69d ago

score 84

2 comments

👤

ElenaIndian muga and tussar silk can't substitute for Chinese mulberry in luxury applications. The hand feel and luster are fundamentally different.

MaterialChina Silk Association · 69d ago

score 85

2 comments

🔋

MarcoSilk is already the most expensive natural fiber. An 18% spike pushes luxury brands toward silk-blend alternatives or synthetic substitutes for non-core products.

MaInditex Quarterly Earnings · 69d ago

score 79

🔋

MarcoInditex's AI styling reduces return rates by 8 percentage points. That alone saves EUR 200M annually in reverse logistics.

Concepts

Simulate

No scenarios yetSimulation scenarios for this node are being developed. Explore signals and concepts in the meantime.