Yakutsk GRES-2 is ready to launch new generating units
New generating units coming online would add electricity capacity to the grid.
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) →supply upRussia holds 35% of this electricity-supply node, so new generating units in Yakutia increase supply availability on the Russian side.
84% confidenceGrid Electricity for PGM Smelting (South Africa / Russia) →Stands to benefitMMC Norilsk Nickel (Nornickel)GMKN
With more grid electricity available on the Russia side, Nornickel's highly dependent electricity input becomes easier to obtain and operate against.
74% confidenceGrid Electricity for PGM Smelting (South Africa / Russia) →supply upPalladium and platinum group metals
Additional electricity capacity supports the critical power input needed for PGM smelting, which should raise PGM output availability.
66% confidenceState Grid Corporation of China (SGCC) →supply upElectricity (electrolytic refining)
Yakutsk's added generation raises electricity availability, which would ease SGCC's electricity input; the edge indicates a sizable, hard-to-substitute dependency (45% share, 0.2 substitutability, 60-month replacement lead).
24% confidenceHop 2
Russia →supply upPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
Russia accounts for 100% of this input's supply, so added generating capacity in Russia can directly raise output from the Russian Arctic source.
84% confidenceRussia →supply upUAN Solution (Urea Ammonium Nitrate, 28-32% N)
Russia supplies 53.8% of this input, so more Russian grid capacity can lift local production and increase available supply.
68% confidenceRussia →supply upHop 3
UAN Solution (Urea Ammonium Nitrate, 28-32% N) →supply upAmmonia and nitrogen fertilizers
UAN solution is a substantial input to ammonia and nitrogen fertilizers, so more available UAN should raise fertilizer supply.
64% confidencePGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr) →supply upPalladium and platinum group metals
If the new electricity capacity lifts output of this Russian Arctic ore, the downstream PGM stream gets more feedstock and finished metal supply can rise.
63% confidencePGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr) →Stands to benefitHop 4
Ammonia and nitrogen fertilizers →Prices riseNatural Gas (Haber-Bosch Feedstock and Fuel)
If added grid capacity lets ammonia/nitrogen fertilizer production run harder, its critical natural-gas feedstock demand rises, putting upward pressure on gas prices.
34% confidenceAmmonia and nitrogen fertilizers →Prices riseUAN Solution (Urea Ammonium Nitrate, 28-32% N)
A production boost in ammonia/nitrogen fertilizers would draw more of this upstream UAN input, tightening the market and lifting its price.
29% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Palladium and platinum group metals · Ammonia and nitrogen fertilizers
In the MyPRIA app, this is checked against your own holdings.