Gaz-System completed piling for the berth of the floating LNG terminal in Gdańsk
Completion of berth piling advances the floating LNG terminal project, supporting future LNG import capacity in Gdańsk.
Source →The trace
How it reaches your house.
Starting from Freeport LNG Development LP, 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 →supply upGaz-System said the second FSRU would add about 6 bcm/yr of regasification and lift Poland's import capacity toward 50 bcm/yr, so domestic gas availability should increase.
78% confidenceLNG peak-shaving and import facilities →Stands to benefitAdvancing a second FSRU buildout raises demand for LNG import-facility equipment, and Chart's large listed supply share makes it the clearest beneficiary among the company nodes.
45% confidenceEquinor ASA →supply upHop 2
Natural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is a critical 95% dependency for Haber-Bosch ammonia and nitrogen fertilizer production, so more gas availability should lift output availability.
92% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →Stands to benefitYara has a 20% gas-input share with very low substitutability and a 24-month replacement horizon, so easier gas supply should improve its feedstock economics.
76% confidenceChart Industries, Inc. →Stands to benefitHop 3
Ammonia and nitrogen fertilizers →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
A second FSRU in Poland would increase LNG import capacity and likely make natural gas more available, which matters a lot here because natural gas is a critical 0.95 input to ammonia and nitrogen fertilizers.
56% confidence