72415890
A sanctions-related action targeting Russia could restrict trade in affected goods and entities.
Source →The trace
How it reaches your house.
Starting from Alrosa PJSC, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Alrosa PJSC →Shortage riskIf sanctions restrict ALROSA’s trade, this roughly 30% supply line with a 24-month replacement lag would tighten materially, making cut & polished diamonds scarcer.
73% confidenceHop 2
Cut & Polished Diamonds →Shortage riskJewelry is a critical downstream user of cut & polished diamonds, so a sanctions-driven diamond supply squeeze should reduce jewelry availability.
93% confidenceCut & Polished Diamonds →Stands to benefitIndia holds the largest stated share of cut & polished diamond supply, so it is the most likely beneficiary of demand shifted away from Russia.
88% confidenceCut & Polished Diamonds →Stands to benefitIsrael's sizable 24.4% supply share makes it a plausible substitute beneficiary as Russian supply is constrained.
Hop 3
Israel →Shortage riskDisc and media filtration units
Israel accounts for 48% of supply for this input, so a disruption there would materially tighten global availability.
80% confidenceBelgium →Shortage riskBelgium accounts for 13.9% of cut & polished diamond supply, so a disruption reaching Belgium would reduce availability of that commodity.
79% confidenceIsrael →Shortage riskPressure-compensating drip emitters
Israel supplies 45% of this input, so an Israel-side shock can reduce market supply meaningfully.
Hop 4
Disc and media filtration units →Shortage riskDisc and media filtration units are a critical input to irrigation equipment, so a sanction-driven supply restriction would make irrigation equipment scarcer.
92% confidencePerrigo Company plc →Shortage riskWalmart Inc.WMT
Walmart is a disclosed customer accounting for 12.9% of Perrigo's 2025 net sales, so a sanctions-linked disruption at Perrigo could leave Walmart short of Perrigo products even though substitution is possible.
86% confidenceDisc and media filtration units →Delays
Where it lands
What you buy, and what you own.
Goods you buy
Jewelry · Irrigation equipment
In the MyPRIA app, this is checked against your own holdings.