Massive fire at Haldia Petrochemicals' plant in India, several workers injured
A major fire at the Haldia Petrochemicals plant likely disrupts petrochemical output and related feedstock supply in India.
Source →The trace
How it reaches your house.
Starting from Sulfuric acid, 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
NewMarket Corporation (Afton Chemical) →Shortage riskIf NewMarket/Afton Chemical is constrained, its supplied lubricant additive packages can tighten, but the graph indicates a 22% market share and non-sole supply, limiting transmission despite low substitutability.
55% confidenceHop 2
Lubricant additive packages →Shortage riskLubricant additive packages are a critical input to lubricants and motor oil with high dependency strength, so a disruption in additive-package supply would likely constrain downstream lubricant and motor-oil availability.
74% confidenceLubricant additive packages →Stands to benefitLubrizol (Berkshire Hathaway)BRK.B
Lubrizol is a major supplier of the same lubricant additive package market, so it could benefit as customers seek alternatives to constrained rival supply, though low substitutability limits the likely switching.
45% confidenceHop 3
Lubricants and motor oil →Prices easeBecause Group II/III base oils are a critical high-strength input to lubricant blending, a lubricant-output constraint caused by additive-package disruption would reduce pull-through demand for this co-input, creating some oversupply/price pressure rather than a shortage.
46% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Lubricants and motor oil
In the MyPRIA app, this is checked against your own holdings.