Sir Jim Ratcliffe suspends production at key UK plants blaming high gas prices
Production at key UK plants is being suspended, cutting industrial output that depends on gas and factory operations.
Source →The trace
How it reaches your house.
Starting from Natural Gas (Pipeline-Grade), 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
Natural Gas (Pipeline-Grade) →Prices riseGas is a critical fuel input to electricity generation, so a gas-price shock passes through strongly into residential electricity prices.
96% confidenceNatural gas wellhead production →Shortage riskThis is a direct, critical supply-input edge; a halt in wellhead production reduces available natural gas.
90% confidenceNatural Gas (Pipeline-Grade) →Prices riseThis direct input-supply edge with a 40% share and 60-month replacement lead time implies large exposure to higher natural gas costs.
Hop 2
EQT Corporation →Prices riseEQT is a meaningful natural-gas supplier, so a high-gas-price shock that is already forcing industrial suspensions would transmit as higher delivered gas costs for downstream users.
68% confidenceEnergy Transfer LP →Shortage riskEnergy Transfer Crude Marketing is a meaningful customer for HighPeak, accounting for roughly 8%-18% of HighPeak revenues in the cited filing, so a demand shock at Energy Transfer would cut HighPeak sales.
63% confidenceHop 3
Natural Gas →Prices riseSEMPRASRE
Its filing says natural gas cost increased by $150 million, or 13%, driven by higher average natural gas prices.
97% confidenceNatural Gas →Prices riseNatural gas is a critical input for industrial gases, so higher gas prices should raise their production costs and likely constrain output.
93% confidenceNatural Gas →Prices riseHop 4
Delek US Holdings, Inc. →Shortage riskHighPeak disclosed that Delek generated about 82% of its revenue, so Delek's production halt would sharply curtail HighPeak's sales.
88% confidenceIndustrial gases →Prices easeIf industrial gas plants suspend output, they buy less grid power for compressors, refrigeration, and separation equipment, easing demand for electricity.
87% confidenceIndustrial gases →Prices easeHop 5
Electricity (Grid Power) →Shortage riskIndustrial gases are a critical downstream input user of grid electricity, so an electricity shock can directly constrain output and force production cuts.
94% confidenceNatural Gas for Yankee Dryer and Steam Generation →Shortage riskThis is a critical input to paper and household products, so high gas prices and plant suspensions directly reduce output availability.
92% confidenceNatural Gas (glass furnace fuel) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity · Natural gas (home) · Industrial gases · Paper and household products · Glass and windows · Tableware & dishware
In the MyPRIA app, this is checked against your own holdings.