Koeberg Unit 1 to be taken offline
Unit 1 at Koeberg will be removed from service, reducing nuclear power generation availability.
Source →The trace
How it reaches your house.
Starting from Eskom Holdings SOC Ltd., 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
Grid Electricity for PGM Smelting (South Africa / Russia) →Shortage riskBecause South Africa is the dominant geography in this electricity-input node, Koeberg's outage tightens national grid supply for PGM smelting.
88% confidenceGrid Electricity for PGM Smelting (South Africa / Russia) →Shortage riskKoeberg offline reduces South African grid generation availability associated with Eskom, tightening the electricity it can deliver.
84% confidenceGrid Electricity for PGM Smelting (South Africa / Russia) →Shortage riskPalladium and platinum group metals
Grid electricity is a critical input to PGM smelting, so less power can constrain palladium and platinum group metals output.
82% confidenceEskom Holdings SOC Ltd. →Shortage riskGrid Electricity for PGM Smelting (South Africa / Russia)
Koeberg Unit 1 being taken offline reduces Eskom’s available generation, and this edge indicates Eskom is a major supplier of grid electricity for PGM smelting with low substitutability.
81% confidenceHop 2
South Africa →Shortage riskGrid Electricity for PGM Smelting (South Africa / Russia)
Koeberg's outage directly tightens South African grid supply, and South Africa accounts for 65% of this smelting electricity input.
96% confidenceSouth Africa →Shortage riskPGM Sulfide Ore — Bushveld Complex (South Africa)
South Africa supplies 70% of this ore stream, so lower domestic power can curtail mining and beneficiation output.
90% confidenceSouth Africa →Shortage riskHop 3
Platinum Group Metals (PGMs) — Catalytic Converters →Shortage riskSouth Africa accounts for 72% of this PGM supply, so the Koeberg-driven smelting disruption directly tightens the dominant source.
95% confidencePGM Sulfide Ore — Bushveld Complex (South Africa) →Shortage riskPalladium and platinum group metals
PGM sulfide ore is marked as a critical 0.95-dependency input to palladium and the broader PGM stream, so reduced ore output directly tightens metal supply.
93% confidencePlatinum Group Metals (PGMs) — Catalytic Converters →Prices riseHop 4
Cancer and specialty drugs →Prices easeIf cancer and specialty drug production is curtailed, pull-through demand for this critical oncology API softens, which can दब pressure on orders and pricing.
66% confidenceGasoline and diesel →Prices easeIf gasoline and diesel demand softens, refiners cut crude runs first, easing crude feedstock demand and price.
61% confidenceCancer and specialty drugs →Prices easeGeneric Oncology Injectable Vials (Cisplatin, Carboplatin, Paclitaxel)
Where it lands
What you buy, and what you own.
Goods you buy
Palladium and platinum group metals · Auto parts and repairs · Gasoline and diesel · Cancer and specialty drugs
In the MyPRIA app, this is checked against your own holdings.