Rosneft Ships First Crude From Vostok Oil Project
First crude shipments from the Vostok Oil project add new supply of Russian crude to the market.
Source →The trace
How it reaches your house.
Starting from Rosneft, 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
Rosneft →supply upRosneft’s first Vostok Oil shipments add fresh crude supply into the market, but the graphed link is only a 4% share and not sole-sourced, so the increase is real but limited in size.
82% confidenceHop 2
Crude Oil Feedstock →supply upCrude oil feedstock is a critical input, so additional crude supply should flow through to higher gasoline and diesel availability.
97% confidenceCrude Oil Feedstock →supply upCrude oil feedstock is a critical input, so additional crude supply should raise home heating oil availability.
97% confidenceCrude Oil Feedstock →Prices easeAs the largest incumbent crude-supply country on this edge, additional Russian barrels can pressure U.S. crude prices and market share.
Hop 3
Home heating oil →supply upHome heating oil is critically dependent on crude feedstock, so added Russian crude makes this input more available and eases supply pressure.
99% confidenceCanada →Prices easeBitumen is a petroleum-derived Canadian output, so an added wave of global crude supply should pressure its market price lower.
78% confidenceGasoline and diesel →Prices riseMore crude available lifts refinery runs and hydrotreating demand, which tightens refinery-grade hydrogen and pushes its price up.
Hop 4
Fluid Catalytic Cracking (FCC) Catalysts →Stands to benefitMore crude supply should lift refinery runs and FCC catalyst demand, benefiting this large supplier with a 38% share.
75% confidenceFluid Catalytic Cracking (FCC) Catalysts →Stands to benefitBASF Catalysts (Refining Division)BAS.DE
More crude supply should lift refinery runs and FCC catalyst demand, benefiting this major supplier with a 30% share.
73% confidenceFluid Catalytic Cracking (FCC) Catalysts →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil
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