Crew claims hackers seized control of LNG carrier safety systems
A cyberattack affecting LNG carrier safety systems could disrupt liquefied natural gas shipping and terminal operations.
Source →The trace
How it reaches your house.
Starting from Linde Engineering (Linde plc), 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
LNG peak-shaving and import facilities →Shortage riskConstellation Energy (Everett LNG)CEG
Everett LNG is marked as a sole-qualified supplier with very low substitutability and a long replacement lead time, so LNG shipping/terminal disruption can quickly constrain its operations.
86% confidenceLNG peak-shaving and import facilities →Shortage riskResidential gas supply depends critically on LNG peak-shaving and import facilities, so disrupted carrier and terminal operations can make home gas scarcer.
83% confidenceLNG peak-shaving and import facilities →Shortage riskHop 2
United Kingdom →Shortage riskpMDI Aluminum Canister (Coated)
Because the UK accounts for 85% of supply, a UK LNG and terminal disruption could materially curtail availability of this input.
79% confidenceUnited Kingdom →Shortage riskSTADIS 450 antistatic additive (Innospec)
With the UK supplying 75% of this additive, a UK infrastructure shock can tighten output and make it scarcer.
77% confidenceUnited Kingdom →Shortage riskHop 3
STADIS 450 antistatic additive (Innospec) →Shortage riskInnospec Inc.IOSP
STADIS 450 is shown as a sole-qualified, 100% share input for Innospec, so disruption of the additive directly constrains the company's output and sales.
93% confidenceSTADIS 450 antistatic additive (Innospec) →Shortage riskSTADIS 450 is marked as a critical, high-dependency input to jet fuel, so a shortage of the additive can tighten jet fuel supply.
84% confidencepMDI Aluminum Canister (Coated) →Shortage riskHop 4
Innospec Inc. →Shortage riskSTADIS 450 antistatic additive (Innospec)
Innospec is the sole qualified supplier with 100% market share and a 24-month replacement lead time, so any disruption to the company sharply constrains STADIS 450 availability.
88% confidenceWilliams Companies, Inc. →Stands to benefitInterstate natural gas transmission pipelinesWMB
Disrupted LNG shipping can divert gas volumes toward interstate pipeline transport, which is a low-substitutability alternative route and can benefit Williams' core pipeline business.
67% confidenceKinder Morgan, Inc. →Stands to benefit