Sanktionsstopp mot Ryssland ska gälla i 60 dagar
A 60-day halt to sanctions on Russia could temporarily ease trade and shipment constraints on affected Russian goods and flows.
Source →The trace
How it reaches your house.
Starting from Alrosa PJSC, 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
Black Sea Wheat (Russia & Ukraine Exports) →supply upRussia is a large share of this export pool, so suspending Russia-related sanctions should directly raise Russian wheat flow into the Black Sea supply node.
86% confidenceBlack Sea Wheat (Russia & Ukraine Exports) →supply upA 60-day halt to Russia-related sanctions should temporarily ease Black Sea wheat shipment constraints, increasing availability of this critical downstream food input.
84% confidenceAlrosa PJSC →supply upA temporary sanctions halt on Alrosa should ease export and shipment constraints from this supplier, and its 30% market share plus 24-month replacement lead time make the downstream diamond input meaningfully more available.
Hop 2
Russia →supply upPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
Russia accounts for 100% of this input's country supply share, so a 60-day sanctions halt can directly increase the availability of Russian PGM sulfide ore.
96% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →supply upRussia accounts for 44% of LEU supply on the graph, so a sanctions halt should temporarily increase the availability of Russian LEU flows.
95% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →supply upHop 3
UAN Solution (Urea Ammonium Nitrate, 28-32% N) →supply upRussia supplies 53.8% of UAN Solution, so a 60-day sanctions pause should temporarily restore a large share of that flow.
93% confidencePGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr) →Stands to benefitMMC Norilsk Nickel (Nornickel)GMKN
A 60-day sanctions halt should ease shipment constraints on this Russian Arctic ore, and Nornickel is the sole qualified 100% supplier with a 120-month replacement lead time, so the company benefits materially.
88% confidencePGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr) →supply upHop 4
Palladium and platinum group metals →supply upPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
A 60-day sanctions halt would temporarily ease trade and shipment constraints on Russian PGM ore, and this is a critical 0.9-dependency input to palladium and platinum group metals.
84% confidenceMMC Norilsk Nickel (Nornickel) →supply upPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
A 60-day sanctions halt on Russia should temporarily ease shipment and trade constraints on Nornickel's sole, 100%-supplied Russian Arctic PGM ore input, making it more available.
82% confidenceJSC TENEX (Rosatom State Atomic Energy Corporation) →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Bread, grains, and flour · Jewelry · Diagnostic tests and lab supplies · Palladium and platinum group metals · Electricity (residential)
In the MyPRIA app, this is checked against your own holdings.