Canada imposes sanctions on a Russian petrochemical manufacturer
Sanctions against a Russian petrochemical producer can restrict exports and inputs tied to petrochemical supply.
Source →The trace
How it reaches your house.
Starting from SIBUR, 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
EuroChem Group AG →Shortage riskAmmonium Nitrate (AN) — Fertilizer / Mining Explosive
If Canada sanctions EuroChem, its ammonium nitrate exports can be curtailed; with a 9% share and only moderate substitutability, the market should see a material supply shortfall.
83% confidenceRosneft →Shortage riskRosneft's 4% supply share makes the sanction a modest direct hit to this feedstock, and the 3-month replacement lag limits quick substitution.
82% confidenceRosneft →Shortage riskSanctioning Rosneft can remove a 3% supplier of this commodity from trade, and the 12-month replacement lag makes near-term scarcity plausible.
Hop 2
Crude Oil Feedstock →Shortage riskHome heating oil is marked as a critical, full-strength downstream use of crude oil feedstock, so a feedstock sanction should tighten supply.
96% confidenceCrude Oil Feedstock →Shortage riskCrude oil feedstock is a critical, full-strength input to gasoline and diesel, so sanctions that constrain feedstock should reduce their availability.
96% confidenceUrea (Granular/Prilled, 46% N) →Prices riseHop 3
ExxonMobil →Shortage riskExxonMobil accounted for 24.9% of ProPetro's 2025 revenue, so an ExxonMobil disruption can materially reduce ProPetro's orders and revenue.
96% confidenceRussia →Shortage riskUAN Solution (Urea Ammonium Nitrate, 28-32% N)
Russia supplies 53.8% of UAN solution in the graph, so sanctions on Russia can materially constrain availability of this fertilizer input.
96% confidenceExxonMobil →Shortage riskHop 4
Gypsum (Natural & Synthetic FGD) →Shortage riskGypsum is a critical input to cement and concrete, so a gypsum squeeze can directly constrain output.
74% confidenceLimestone (Cement Grade) →Shortage riskHolcim Ltd.HOLN.SW
Holcim relies on limestone as a core cement feedstock, so a disruption here can constrain production across its cement operations.
64% confidenceLimestone (Cement Grade) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Home heating oil · Gasoline and diesel · Fertilizers and crop inputs · Cement and concrete
In the MyPRIA app, this is checked against your own holdings.