Neon Gas (Semiconductor-Grade, for Excimer Lasers) →Shortage risk
Specialty gases for chip fabrication
This node is a critical input to specialty gases for chip fabrication, so a neon supply shock can quickly make those gases scarcer.
93% confidence
Electricity (Grid Power) →Shortage risk
Industrial gases
Attacks that reduce grid power availability directly constrain industrial gases production because electricity is a critical input with very high dependency strength.
90% confidence
Natural Gas →Shortage risk
Industrial gases
Natural gas is a critical input to industrial gas production here, so a gas supply disruption directly constrains output.
90% confidence
Neon Gas (Semiconductor-Grade, for Excimer Lasers) →Shortage risk
Ukraine
Ukraine accounts for 30% of this neon gas supply, so attacks on its energy infrastructure directly reduce the country's contribution to output.
88% confidence
Krypton Gas — Satellite Propulsion & Insulating Glass →Shortage risk
Ukraine
Ukraine accounts for 22% of this krypton gas supply node, so attacks on its energy infrastructure directly squeeze that source share and create a large shortage.
88% confidence
Natural Gas →Prices rise
SEMPRASRE
Sempra explicitly reported that higher average natural gas prices increased its gas cost, so a supply disruption transmits as higher input costs.
85% confidence
Neon Gas (Semiconductor-Grade, for Excimer Lasers) →Shortage risk
Semiconductors and chips
Neon gas is a critical input to semiconductor-related production, so the shortage can propagate into tighter chip supply.
84% confidence
Neon Gas (Semiconductor-Grade, for Excimer Lasers) →Shortage risk
Iceblick Ltd (Ukraine)
Iceblick supplies 25% of this neon gas and is based in Ukraine, so energy disruption can curtail its output and tighten supply.
84% confidence
Natural Gas →Prices rise
Clean Energy Fuels Corp.CLNE
Clean Energy Fuels said natural gas costs were a substantial part of cost of sales, so gas scarcity or higher gas prices lift its costs.
82% confidence
Neon Gas (Semiconductor-Grade, for Excimer Lasers) →Shortage risk
Ingas (Ukraine)
Ingas is a 12% supplier of this neon gas and is in Ukraine, so the energy shock can reduce its production and keep supply tighter.
79% confidence
Natural Gas →Prices rise
AMERICAN ELECTRIC POWER CO INCAEP
AEP disclosed that its utilities consumed 164 billion cubic feet of natural gas for power generation, so tighter gas availability raises its fuel costs.
77% confidence
Krypton Gas — Satellite Propulsion & Insulating Glass →Stands to benefit
Air Liquide S.A.AI
As a 22% supplier with 12-month replacement lead time, Air Liquide can capture some demand displaced by constrained Ukrainian output.
66% confidence
Krypton Gas — Satellite Propulsion & Insulating Glass →Stands to benefit
Linde plcLIN
As a 20% supplier with 12-month replacement lead time, Linde is positioned to absorb some of the volume displaced by Ukraine's disrupted supply.
65% confidence
