Acelen plans to expand diesel production in Bahia after US$192 million efficiency gains
The planned expansion would add diesel supply from the Bahia refinery, increasing refined-fuel availability.
Source →The trace
How it reaches your house.
Starting from Gasoline and diesel, 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
Gasoline and diesel →Prices riseExpanding diesel output at the refinery requires more crude runs, tightening demand for crude feedstock.
91% confidenceGasoline and diesel →Prices riseAdditional diesel hydrotreating requires more refinery-grade hydrogen, lifting demand for hydrogen supply.
80% confidenceGasoline and diesel →Prices riseHydrotreating Catalysts (CoMo/NiMo)
More diesel production increases hydrotreating activity, which raises catalyst consumption and replacement demand.
Hop 2
Hydrogen (refinery-grade) →Stands to benefitThe graph assigns 90% of this hydrogen supply edge to the United States, so most of the added hydrogen demand accrues to U.S.-sourced supply.
78% confidenceHydrogen (refinery-grade) →Stands to benefitAir Products and Chemicals, Inc.APD
Higher diesel output at the refinery lifts refinery-grade hydrogen demand, and Air Products' 40% supplier share means it captures a large share of that added offtake.
74% confidenceAmine Desulfurization Chemicals →Stands to benefitHop 3
Topsoe A/S →Stands to benefitHydrotreating Catalysts (CoMo/NiMo)
Acelen's diesel expansion should raise demand for hydrotreating catalysts used in refinery hydrotreating, and Topsoe's 40% share plus low substitutability means the catalyst market benefits materially.
71% confidenceAlbemarle Corporation (Ketjen Catalysts) →Prices riseHydrotreating Catalysts (CoMo/NiMo)
Acelen's higher diesel output should raise demand for hydrotreating catalysts, and Albemarle's 15% share with an 8-month replacement lead time makes that market relatively tight.
68% confidenceAir Products and Chemicals, Inc. →Prices riseHop 4
AAC (Arabian Amines Company, Zamil Group JV) →supply upHuntsman is contractually required to buy all of AAC's production, so any AAC output increase tied to higher refining-chemical demand would flow directly to Huntsman as more supply.
44% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.