Yantai 1000 kV ultra-high-voltage AC transmission project completed and put into operation
A major power transmission project has come online, adding electricity network capacity.
Source →The trace
How it reaches your house.
Starting from State Grid Corporation of China (SGCC), 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
State Grid Corporation of China (SGCC) →supply upElectricity (electrolytic refining)
The commissioned Yantai-Weihai UHV project expands SGCC transmission capacity, so the electricity commodity on this edge becomes more available downstream; the edge’s 45% market share and low substitutability make the effect material.
79% confidenceElectric grid transformers →Prices riseGrain-Oriented Electrical Steel (GOES / CRGO)
UHV transmission buildout keeps demand for large power transformers elevated, and GOES is the core, near-universal transformer-core input, so procurement pressure and pricing for GOES rise.
46% confidenceElectric grid transformers →Prices riseHop 2
Electricity (electrolytic refining) →Stands to benefitState Grid Corporation of China (SGCC)
The Yantai UHV project expands Chinese transmission capacity, directly helping SGCC as the dominant listed supplier on this edge (45% share).
94% confidenceElectricity (electrolytic refining) →Stands to benefitBecause the project is in China and China accounts for 57% of the listed supply base, the added network capacity most directly benefits China.
93% confidenceGrain-Oriented Electrical Steel (GOES / CRGO) →Stands to benefitHop 3
POSCO Holdings →supply upGrain-Oriented Electrical Steel (GOES / CRGO)
More UHV grid capacity should support transformer procurement, and GOES is POSCO's directly relevant electrical-steel line, so its output/supply should increase modestly.
71% confidenceNippon Steel Corporation →Prices riseGrain-Oriented Electrical Steel (GOES / CRGO)
The added UHV transmission capacity should support more transformer buildout, which directly increases demand for GOES; Nippon Steel's GOES line has meaningful share and long replacement lead times, so pricing should firm.
71% confidenceCleveland-Cliffs Inc. →Prices riseHop 4
Terbium (Tb) Metal →supply upTerbium is a critical input to rare earth magnets, so higher terbium availability should raise magnet output.
82% confidenceGallium →supply upGallium is a critical input for semiconductors and chips, so higher gallium availability can raise chip output and ease input constraints.
76% confidenceArtificial Plant Plastics (PE/PP/PVC + Wire) →supply upArtificial plant plastics are a critical input for home décor, so a power-driven increase in their availability should ease that input constraint and raise home décor supply.
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Semiconductors and chips · Home décor
In the MyPRIA app, this is checked against your own holdings.