US imposes deep Colorado River water cuts to California, Nevada and Arizona
Water allocations are being cut, constraining irrigation and industrial water supplies in the US Southwest.
Source →The trace
How it reaches your house.
Starting from Colorado River irrigation water allocation, 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
Colorado River irrigation water allocation →Shortage riskArizona is one of the lower basin states taking the largest Colorado River reduction, so its irrigation water allocation becomes sharply scarcer.
98% confidenceCentral Arizona Project (CAP) →Shortage riskColorado River irrigation water allocation
Colorado River water cuts directly reduce CAP's irrigation-water allocation, and the edge indicates limited substitutability with a long replacement lead time.
98% confidenceColorado River irrigation water allocation →Shortage riskHop 2
California →Shortage riskCalifornia water cuts can curtail industrial water use, and the edge shows California provides 85.1% of this input's supply, so availability should tighten.
84% confidenceCalifornia →Shortage riskChlorine / HCl (Synthesis Reagent)
California water cuts can constrain chemical plant output, and California accounts for 80.6% of this supply, so downstream availability likely falls.
82% confidenceCalifornia →Shortage riskHop 3
Live Cattle (Fed Cattle for Slaughter) →Shortage riskLive cattle are a critical 99%-strength input to beef and ground beef, so a cattle shortage should directly reduce output availability.
93% confidenceNatural gas wellhead production →Shortage riskWellhead production is a critical, direct input to household natural gas supply, so Arizona-linked production cuts reduce downstream availability.
93% confidenceLive Cattle (Fed Cattle for Slaughter) →Shortage riskHop 4
United States →Shortage riskThe company says 43% of revenue comes from the greater Phoenix MSA, so Arizona water cuts can weaken its local property base and tenant demand.
69% confidenceThe Clorox Company →Shortage riskWalmart Inc.WMT
If water-related constraints reduce Clorox output, Walmart could face reduced availability of Clorox products; Walmart is Clorox's largest customer at 27% of consolidated net sales.
66% confidenceUnited States →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Fresh produce staples · Beef and ground beef · Natural gas (home) · Cleaning and sanitation supplies · Plumbing pipes and fittings · Pesticides and herbicides
Companies you may own
Imperial Irrigation District (IID)Central Arizona Project (CAP)Metropolitan Water District of Southern California (MWD)Southern Nevada Water Authority (SNWA)JBS USA HoldingsTSNCargill, IncorporatedCLXNational Beef Packing CompanyOLNWLKOxyChem (Occidental Chemical Corporation)WSRWMTVICIHPPBXC
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