Armed forces of the Russian Federation struck energy facilities and ports of Ukraine on November 3, 2026
The strikes likely disrupt Ukrainian electricity infrastructure and port operations.
Source →The trace
How it reaches your house.
Starting from Kernel Holding S.A., 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
Kernel Holding S.A. →Shortage riskBlack Sea Wheat (Russia & Ukraine Exports)
Russian strikes on Ukrainian port infrastructure cut Kernel's grain exports and throughput, so the Black Sea wheat stream Kernel relies on becomes scarcer and harder to move.
87% confidenceIceblick Ltd. (Odesa, Ukraine) →DelaysThe strikes hit Ukrainian power and port infrastructure, and for an Odesa-based company that depends on crude neon, that is likely to slow or interrupt input deliveries; the 36-month replacement lead time makes the disruption harder to absorb.
63% confidenceCargill, Incorporated (Ukraine / Black Sea operations) →Prices easeHop 2
Sunflower seeds →DelaysUkraine supplies 29% of sunflower seeds in the graph, and strikes on its electricity and port infrastructure should delay its sunflower-seed export flow.
93% confidenceBlack Sea Wheat (Russia & Ukraine Exports) →Shortage riskBlack Sea wheat is a critical, high-dependency input here, so disruption to Ukrainian ports and power tightens availability for staple bread, grain, and flour supply.
92% confidenceSunflower seeds →Shortage riskSunflower seeds are a critical input for cooking oils, so a disruption in seed availability should tighten oil production and availability.
Hop 3
Industrial gases →Shortage riskRussia's strikes on Ukrainian energy facilities likely cut grid electricity, and industrial gases production is a critical, electricity-intensive process that depends on this input.
95% confidenceCargill, Incorporated →Shortage riskBlack Sea Wheat (Russia & Ukraine Exports)
The strikes directly disrupt Ukrainian ports and electricity, which constrains Black Sea wheat exports; Cargill’s 15% exposure and only moderate substitutability make this a meaningful supply shortage.
91% confidenceCOFCO International Ltd. →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Bread, grains, and flour · Cooking oils · Industrial gases
In the MyPRIA app, this is checked against your own holdings.