Reliance to turn crude into carbon fibre, green chemicals, other materials in major O2C overhaul
Reliance is adding new downstream conversion capacity that could shift supply from crude oil into carbon fiber and green chemicals.
Source →The trace
How it reaches your house.
Starting from Lubricants and motor oil, 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
Base oils (Group II/III) →Prices riseBase oils are a critical high-dependency input to lubricants and motor oil, so a tightening or diversion of base-oil availability would likely raise lubricant input costs.
67% confidenceLubricants and motor oil →Prices riseLubricants and motor oil have a critical 0.9 dependence on Group II/III base oils, so a Reliance-driven shift of crude/refining output toward chemicals and materials could make this key lubricant feedstock costlier or tighter.
52% confidenceBase oils (Group II/III) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Lubricants and motor oil
Companies you may own
XOMChevron CorporationSK Enmove
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.