According to CIA, Nord Stream was destroyed by a group of civilians
The Nord Stream gas pipeline was destroyed, disrupting natural gas transit through the Baltic supply route.
Source →The trace
How it reaches your house.
Starting from Gazprom (ПАО Газпром), 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
Gazprom (ПАО Газпром) →Shortage riskNatural Gas (Pipeline-Grade, >95% Methane)
Nord Stream's destruction directly constrains Gazprom's pipeline-delivered natural gas, making pipeline-grade gas scarcer along the Baltic route.
90% confidenceEquinor ASA →Prices riseNord Stream’s destruction tightens Baltic-route gas transit and would raise the cost of Equinor’s natural-gas input; the edge is only moderately strong because the input share is 20% and substitution is partial over about 3 months.
61% confidenceBP plc →Prices riseNatural gas wellhead production
Nord Stream's destruction tightens gas transit and can raise the cost of BP's natural-gas input, but the edge is only moderately transmissive because substitutes exist and it is not sole-sourced.
Hop 2
Natural Gas →Shortage riskNatural gas is a critical upstream input, so a severe supply-route disruption can make industrial gases scarcer.
94% confidenceNatural gas wellhead production →Shortage riskHousehold gas is a critical downstream use of natural gas wellhead production, so a major transit chokepoint shock makes this end-market scarcer.
93% confidenceNatural Gas (Pipeline-Grade, >95% Methane) →Prices riseResidential electricity is a critical downstream consumer of pipeline gas, so a major Baltic transit disruption should raise fuel costs and wholesale power prices.
Hop 3
Natural gas (home) →Stands to benefitLNG peak-shaving and import facilities
With Nord Stream destroyed, gas supply and balancing shift toward LNG peak-shaving/import capacity, making this substitute route more valuable and more utilized.
74% confidenceSEMPRA →Stands to benefitShell plcSHEL
Shell's firm agreement for 36% of the terminal gives it a sizeable alternative gas route, so a pipeline chokepoint disruption raises the value of that capacity.
64% confidenceSEMPRA →Stands to benefitHop 4
Mitsubishi Corporation →Stands to benefitNord Stream’s destruction tightens Baltic pipeline gas supply, which can increase demand for alternative LNG export capacity; Cameron LNG’s long-term, full-capacity tolling agreements with Mitsubishi and others make Sempra a plausible beneficiary.
53% confidenceTotalEnergies SE →Stands to benefitNord Stream's disruption can increase the value of alternative LNG supply routes, and TotalEnergies affiliates have contracted for full Cameron LNG Phase 1 capacity, which supports Sempra's JV as a substitute route.
52% confidenceShell plc →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Industrial gases · Natural gas (home) · Electricity (residential)
In the MyPRIA app, this is checked against your own holdings.