Putin signs laws on control of departed Russian and foreign companies
Tighter state control over exiting firms can affect production and operations of affected companies in Russia.
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 riskTighter state control can constrain ALROSA's operations, and this edge indicates a large, hard-to-replace 30% supply relationship with a 24-month replacement lead time, so diamond availability is likely to fall.
89% confidenceTENEX (JSC Techsnabexport) →Shortage riskLow-Enriched Uranium (LEU) Nuclear Fuel
TENEX supplies a large share of LEU nuclear fuel (27%); tighter state control over the company can disrupt production and export operations, making LEU scarcer downstream.
79% confidenceGazprom (ПАО Газпром) →Shortage riskHop 2
Natural Gas (Haber-Bosch Feedstock and Fuel) →Shortage riskAmmonia and nitrogen fertilizers
Natural gas is a critical feedstock and fuel for ammonia and nitrogen fertilizer production, so a supply shock to gas should directly constrain fertilizer output.
96% confidenceNatural gas wellhead production →Shortage riskThis is a critical dependency with dependency_strength=1, so a production shock at natural gas wellhead production transmits directly into tighter home gas availability.
86% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →Prices riseHop 3
Ammonia and nitrogen fertilizers →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Ammonia and nitrogen fertilizer output is heavily dependent on natural gas, so a production/operations hit reduces gas consumption and leaves more gas available elsewhere.
81% confidenceEuroChem Group →Prices easeAmmonium Nitrate (AN) — Fertilizer / Mining Explosive
If EuroChem's output is disrupted, demand for ammonium nitrate used in its operations would soften, creating downward price pressure in that input market.
67% confidenceCF Industries Holdings →Shortage riskHop 4
CHS Inc. →Prices easeCF Industries Holdings, Inc.CF
CHS was CF Industries' largest customer and accounted for about 13% of CF's consolidated net sales, so a hit to CHS would likely reduce CF's sales volume and pricing power.
84% confidenceAmmonium Nitrate (AN) — Fertilizer / Mining Explosive →Shortage riskEuroChem is already on the path as the producer tied to ammonium nitrate, so tighter Russian control can disrupt its AN output and availability.
76% confidenceUrea Nitrogen Fertilizer (46-0-0) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Ammonia and nitrogen fertilizers · Natural gas (home) · Residential Electricity · Cement and concrete · Jewelry · Diagnostic tests and lab supplies · Electricity (residential) · Rice · Fertilizers and crop inputs
In the MyPRIA app, this is checked against your own holdings.