Eni begins gas production at Maha field offshore Indonesia
New gas output has started at the Maha offshore field, adding supply to the market.
Source →The trace
How it reaches your house.
Starting from Shell plc, 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
Equinor ASA →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Maha's start-up adds gas supply to domestic and LNG markets, making this input more available for Equinor's higher-share natural-gas dependency.
69% confidenceEquinor ASA →supply upThe new Maha production increases natural gas availability in the market, which should slightly ease this smaller input exposure.
63% confidenceShell plc →Prices easeNatural gas wellhead production
Eni’s new gas output adds supply to the same natural-gas market, which should दब pressure on Shell’s natural-gas production exposure, though the effect is modest given Shell’s 3.5% share and moderate substitutability.
44% confidenceBP plc →supply upNatural gas wellhead production
Maha's start-up adds gas supply to the market, modestly improving availability of the natural-gas wellhead production input BP depends on, though the edge is only a small share and substitution exists.
39% confidenceHop 2
Natural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is a critical Haber-Bosch feedstock and fuel, so added gas supply should directly raise ammonia and nitrogen-fertilizer availability.
97% confidenceNatural gas wellhead production →supply upA direct edge from natural gas wellhead production to natural gas means new output at Maha increases the availability of the gas commodity.
96% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →supply upHop 3
Natural gas (home) →supply upNatural gas wellhead production
The Maha field startup directly adds wellhead gas supply, so the core upstream production input feeding home natural gas becomes more available.
97% confidenceAmmonia and nitrogen fertilizers →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
New offshore gas output directly eases the critical Haber-Bosch feedstock constraint, making natural gas more available for ammonia and nitrogen fertilizer production.
91% confidenceYara International ASA →supply upHop 4
Ammonium Nitrate (AN) — Fertilizer / Mining Explosive →Stands to benefitUralchem / TogliattiAzot (ToAz)
A larger AN market supply directly eases a key fertilizer input for this large dependent producer.
80% confidenceUrea Nitrogen Fertilizer (46-0-0) →supply upUrea is a critical fertilizer input to rice production, so more urea availability should ease the input bottleneck and support rice supply.
74% confidenceAmmonium Nitrate (AN) — Fertilizer / Mining Explosive →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Ammonia and nitrogen fertilizers · Natural gas (home) · Rice
In the MyPRIA app, this is checked against your own holdings.