energetiku ukrayini znovu atakuvali rosiyani budut vimikati svitlo
Attacks on Ukraine's energy system threaten electricity supply and can disrupt industrial output and logistics.
Source →The trace
How it reaches your house.
Starting from Grid Electricity for PGM Smelting (South Africa / Russia), 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
Grid Electricity for PGM Smelting (South Africa / Russia) →Shortage riskPalladium and platinum group metals
Grid electricity is a critical input to PGM smelting, so disruption lowers available palladium and platinum group metals.
85% confidenceIceblick Ltd (Ukraine) →Shortage riskNeon Gas (Semiconductor-Grade, for Excimer Lasers)
Ukraine power outages can curtail Iceblick’s output; this edge carries a sizable dependence (25% share) with low substitutability and an 18-month replacement lead time, so semiconductor-grade neon supply tightens.
79% confidenceGrid Electricity for PGM Smelting (South Africa / Russia) →Shortage riskHop 2
Neon Gas (Semiconductor-Grade, for Excimer Lasers) →Shortage riskSpecialty gases for chip fabrication
Neon gas is a critical process gas for chip fabrication, so a supply shock makes specialty gases scarcer.
87% confidenceNeon Gas (Semiconductor-Grade, for Excimer Lasers) →DelaysSemiconductor manufacturing depends on semiconductor-grade neon, so the shortage can stretch chip production lead times.
79% confidencePalladium and platinum group metals →DelaysMarket Delivery
Tighter PGM output means fewer tonnes are available to ship, so market delivery schedules stretch.
Hop 3
Specialty gases for chip fabrication →DelaysUltra-high purity processing (5N–6N)
Ultra-high purity processing depends on stable power and clean-room operations, making it highly delay-prone in an outage.
84% confidenceSpecialty gases for chip fabrication →DelaysCrude cryogenic separation
Cryogenic separation is electricity-intensive, so Ukraine power cuts can directly delay this processing step.
83% confidenceSpecialty gases for chip fabrication →DelaysChemical precursor synthesis
Energy shortages can interrupt the synthesis stage needed to make semiconductor specialty gases.
76% confidenceHop 4
EUV/ArF Semiconductor Photoresists →Shortage riskEUV/ArF photoresists are a critical lithography input for chip fabrication, so a tighter supply directly reduces semiconductor output and can delay wafers.
83% confidenceNeon Gas (Chip-Grade) →Shortage riskUkraine's electricity outages can curtail output from this 10% chip-grade neon supplier, tightening available supply.
82% confidenceSemiconductor Etch Gases (NF₃, HF, WF₆) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Palladium and platinum group metals · Specialty gases for chip fabrication · Semiconductors and chips · Memory and storage chips · Specialty chips · GPUs and AI accelerators
In the MyPRIA app, this is checked against your own holdings.