Trump imposes law of sanctions on Russia to become law
New sanctions law could restrict flows of goods, companies, or finance tied to 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
TENEX (JSC Techsnabexport) →Shortage riskLow-Enriched Uranium (LEU) Nuclear Fuel
TENEX is a major LEU supplier, and its 27% share plus a 24-month replacement lead time make sanctions-driven disruption likely to tighten LEU availability.
81% confidenceAlrosa PJSC →Shortage riskIf sanctions constrain Alrosa, the 30% supply stream it provides to the cut-and-polished diamond market tightens, and 24-month replacement lead time limits near-term substitution.
77% confidenceTENEX (JSC Techsnabexport) →Shortage riskCarbon-13 (C-13) Stable Isotope (Medical Diagnostics & Pharmaceutical)
TENEX accounts for 45% of C-13 supply, so a sanctions shock at the company would materially reduce downstream C-13 availability despite some substitutability.
69% confidenceUnited Company RUSAL →Prices easeAlumina (Aluminum Oxide, Al₂O₃)
If sanctions impede RUSAL's operations or financing, its alumina purchases should weaken; with only a 6% share and moderate substitutability, the likely effect on alumina is a limited price decline.
64% confidenceRosneft →DelaysIf sanctions slow Rosneft's access to finance and logistics, crude oil feedstock procurement can be delayed, though the 4% share and moderate substitutability limit the effect.
59% confidenceRosneft →DelaysSanctions that tighten finance and shipping for Russian firms can stretch Rosneft's procurement lead times for fuel-grade petroleum coke, and the 12-month replacement horizon makes quick substitution difficult.
56% confidenceHop 2
Crude Oil Feedstock →Shortage riskThis input is a fully critical feedstock for gasoline and diesel, so a sanctions-driven crude shortfall directly reduces output.
97% confidenceCrude Oil Feedstock →Shortage riskHome heating oil is also a critical downstream product of crude feedstock, so restricted flows tighten supply.
96% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Shortage riskRussia accounts for 44% of this LEU supply, so sanctions that target Russia should directly tighten that flow.
Hop 3
Russia →Shortage riskPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
The edge says Russia supplies 100% of this ore, so sanctions on Russia can fully constrain availability and shipping of that input.
96% confidenceRussia →Shortage riskUAN Solution (Urea Ammonium Nitrate, 28-32% N)
Russia is shown as supplying 53.8% of UAN solution, so sanctions are likely to tighten fertilizer availability and lift prices.
92% confidenceRussia →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil · Residential Electricity · Diagnostic tests and lab supplies
In the MyPRIA app, this is checked against your own holdings.