Brazilian oil exports advance and point to a record in September

The trace

How it reaches your house.

Starting from Canadian crude oil imports, 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.

1. First impact

   Canadian crude oil imports →supply up

   Jet fuel

   Brazil accounts for 3.7% of Canadian crude import supply, so higher Brazilian exports marginally lift this input and, through the 0.75 supply-input dependency, slightly increase jet fuel availability.

   61% confidence

   Saudi Aramco →supply up

   LPG (Liquefied Petroleum Gas — Propane + Butane)

   Brazil’s record crude exports add to global oil supply, which should slightly ease LPG input availability for Aramco, though the transmission is indirect because the source speaks to crude rather than LPG specifically.

   34% confidence

2. Hop 2

   LPG (Liquefied Petroleum Gas — Propane + Butane) →supply up

   Propane (home use)

   More LPG supply directly increases propane availability for home use.

   86% confidence

   LPG (Liquefied Petroleum Gas — Propane + Butane) →supply up

   United States

   The United States has the largest listed share here, so a rise in LPG supply should most improve availability there.

   84% confidence

   LPG (Liquefied Petroleum Gas — Propane + Butane) →supply up

   Enterprise Products PartnersEPD

3. Hop 3

   Gulf Coast crude oil feedstock (jet fraction) →supply up

   Jet fuel

   Gulf Coast crude oil feedstock (jet fraction) is a critical input to jet fuel, so more available feedstock should increase jet fuel supply.

   95% confidence