Petrotel-Lukoil entered insolvency; the refinery supplying 21% of Romania's fuels has been closed since October
The closure of a major refinery cuts Romanian fuel supply.
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
Petróleos del Perú (Petroperú) →Shortage riskPetroperú’s 5% supply share means any operational squeeze would only modestly tighten marine diesel and bunker fuel availability, and the 2-month replacement window limits quick substitution.
58% confidenceHop 2
Marine Diesel and Bunker Fuel →Shortage riskFishing and seafood logistics are highly fuel-dependent, so a marine-diesel and bunker-fuel supply cut can curtail catch and distribution volumes.
74% confidenceMarine Diesel and Bunker Fuel →Stands to benefitWorld Kinect Corporation (World Fuel Services)WKC
As a 12% marine-fuel supplier with a 1-month replacement lead time, World Kinect can absorb some displaced demand and gain from tighter supply.
61% confidenceMarine Diesel and Bunker Fuel →Stands to benefitHop 3
World Kinect Corporation (World Fuel Services) →Prices riseA curtailment at Petrotel would tighten marine diesel and bunker fuel supply and put upward pressure on prices, but the 12% share is not sole-sourced and replacement looks feasible within about a month.
66% confidenceSeafood and fish →Prices easeFish Meal and Fish Oil (Aquaculture Feed)
If seafood and fish output is curtailed, demand for this critical aquaculture feed input eases, which should दब downward pressure on its price.
62% confidenceSeafood and fish →Prices easeHop 4
Fish Meal and Fish Oil (Aquaculture Feed) →Shortage riskFish meal and fish oil are a critical aquaculture feed input, so a constraint here would reduce seafood and fish production.
86% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Seafood and fish
Companies you may own
WKCPeninsula Petroleum Ltd.
Tap a company to see what it told the SEC could break it.
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