RF forces strike TANEKO and Tamanneftegaz, explosions reported
A strike on energy facilities can interrupt fuel and petrochemical production and exports.
Source →The trace
How it reaches your house.
Starting from Rosneft, 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
Tengizchevroil (TCO) →Shortage riskElemental Sulfur (from Oil/Gas Processing)
A disruption at TCO would reduce elemental sulfur coproduct output from gas processing; the stream is only a 4% share and fairly substitutable, so the shortage is real but limited.
62% confidenceTengizchevroil (TCO) →Shortage riskElemental Sulfur (H2SO4 Feedstock)
If TCO's processing is hit, sulfur available to the sulfuric-acid feedstock market tightens; this is still a small, substitutable supply stream rather than a sole-source choke point.
60% confidenceUralchem / TogliattiAzot (ToAz) →Shortage riskHop 2
Crude Oil Feedstock →Shortage riskCrude oil feedstock is a critical, unit-weighted input to gasoline and diesel, so a disruption at the feedstock level directly constrains their supply.
98% confidenceCrude Oil Feedstock →Shortage riskHome heating oil is also a critical downstream product of crude oil feedstock, so a feedstock disruption directly tightens available supply.
97% confidenceElemental Sulfur (from Oil/Gas Processing) →Shortage riskHop 3
Gasoline and diesel →Prices easeIf gasoline and diesel output is disrupted, the refinery's demand for crude feedstock falls sharply, putting near-term downward pressure on crude intake needs at that unit.
94% confidenceGasoline and diesel →Prices easeReduced refining throughput lowers hydroprocessing/hydrotreating activity, which cuts hydrogen consumption and weakens demand for refinery-grade hydrogen.
84% confidenceHome heating oil →DelaysLast-Mile Delivery to Consumers
When home heating oil supply is disrupted, deliveries to end users slow or ration because there is less product available to distribute.
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil · Fertilizers and crop inputs · Sulfuric acid · Propane (home use) · Potash and phosphate fertilizers
In the MyPRIA app, this is checked against your own holdings.