SACE proposes resuming Russian gas deliveries to Europe as part of a peace plan for Ukraine
The headline suggests a potential restart of Russian gas flows to Europe, which would ease a major energy supply disruption if implemented.
Source →The trace
How it reaches your house.
Starting from Gazprom (ПАО Газпром), 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
Equinor ASA →Prices easeNatural Gas (Haber-Bosch Feedstock and Fuel)
A Nord Stream restart would ease European gas supply and likely soften gas prices, modestly improving Equinor's exposure on this 8% natural-gas input, though the dependency is not highly concentrated.
55% confidenceBP plc →supply upNatural gas wellhead productionBP
A Nord Stream restart would increase gas flow and ease BP's exposure to natural-gas input supply on this edge, though the dependence is modest and the input is substitutable.
52% confidenceEquinor ASA →Prices easeHop 2
Natural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is the key Haber-Bosch feedstock and fuel, so restoring Nord Stream gas flow should directly raise fertilizer output availability.
96% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →Stands to benefitYara is a large nitrogen-fertilizer producer with low natural-gas substitutability and long replacement lead times, so more gas supply should materially ease its input constraint.
85% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →Stands to benefitHop 3
EuroChem Group →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Restoring Nord Stream would raise natural-gas availability, and EuroChem’s Haber-Bosch gas feedstock is low-substitutability with a long replacement horizon, though this specific edge is only a 4% share.
82% confidenceYara International ASA →supply upDEF/AdBlue (Diesel Exhaust Fluid, 32.5% Urea Solution)
Restored gas supply lowers Yara's nitrogen-feedstock costs, which should raise output of urea-based DEF/AdBlue.
76% confidenceYara International ASA →supply upHop 4
Anhydrous Ammonia (MAP / DAP Production) →supply upPotash and phosphate fertilizers
Anhydrous ammonia is a critical input to MAP/DAP production, so more available ammonia should raise fertilizer output.
87% confidenceUrea Nitrogen Fertilizer (46-0-0) →supply upRice cultivation is highly dependent on urea fertilizer, so restored gas-driven urea supply should ease a critical input constraint and raise rice availability.
80% confidenceAmmonium Nitrate (AN) — Fertilizer / Mining Explosive →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Ammonia and nitrogen fertilizers · Potash and phosphate fertilizers · Rice · Fertilizers and crop inputs · Gasoline and diesel
In the MyPRIA app, this is checked against your own holdings.