Disruptionfacility incident · July 25, 2026

Husiler, Saudi Aramco'nun Cizan Rafinerisini İHA ile Vurdu

A drone strike on Saudi Aramco's Jizan refinery could disrupt refining output and fuel supply.

The trace

How it reaches your house.

Starting from Gulf Coast crude oil feedstock (jet fraction), 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
Crude Oil Feedstock →Shortage risk
Gasoline and diesel
If refinery processing of crude feedstock is disrupted, this critical output stream becomes scarcer, tightening gasoline and diesel supply.
74% confidence
Crude Oil Feedstock →Shortage risk
Home heating oil
The same crude-feedstock dependency means a refinery outage can reduce heating-oil output and make it less available.
71% confidence
Gulf Coast crude oil feedstock (jet fraction) →Shortage risk
Jet fuel
The Jazan strike can curtail refined-product output, and this input has a critical 0.95 dependency into jet fuel, so jet fuel supply tightens.
Hop 2
Gasoline and diesel →Prices ease
Crude Oil Feedstock
If the refinery's gasoline and diesel output is disrupted, crude runs fall and demand for crude oil feedstock weakens.
90% confidence
LPG (Liquefied Petroleum Gas — Propane + Butane) →Prices rise
Propane (home use)
A disruption in LPG output tightens supply for home-use propane, which is directly derived from LPG and likely gets more expensive.
86% confidence
Elemental Sulfur (H2SO4 Feedstock) →Shortage risk
Potash and phosphate fertilizers
Elemental sulfur is a critical feedstock for sulfuric acid used in phosphate fertilizer production, so a sulfur supply disruption can constrain fertilizer output.
Hop 3
Saudi Arabia →Shortage risk
Marine Diesel and Bunker Fuel
A refinery strike in Saudi Arabia can tighten Saudi-origin marine diesel and bunker fuel supply, and Saudi Arabia supplies 11.96% of this input.
89% confidence
Enterprise Products Partners →Shortage risk
UGI Corporation (AmeriGas Propane)UGI
AmeriGas disclosed that about 18% of its propane supply came from Enterprise Products Operating LLC, so a supply disruption at Enterprise can directly reduce UGI/AmeriGas propane availability.
88% confidence
Saudi Arabia →Shortage risk
Diesel and Heavy Fuel Oil (underground mining and backup power)
Hop 4
Linde plc →Shortage risk
Hydrogen (refinery-grade)LIN
A refinery outage can tighten refinery-grade hydrogen availability, and this edge has a large stated dependency (35% market share) with limited substitutability and long replacement lead time.
67% confidence
Air Products and Chemicals, Inc. →Shortage risk
Hydrogen (refinery-grade)
Air Products has a material dependency on refinery-grade hydrogen (40% share, 18-month replacement lead time), so a refinery incident that curtails that supply would likely constrain the company.
61% confidence

Where it lands

What you buy, and what you own.

Goods you buy

Gasoline and diesel · Home heating oil · Jet fuel · Propane (home use) · Potash and phosphate fertilizers

Companies you may own

EPDUGIAPDLINAir Liquide S.A.

Tap a company to see what it told the SEC could break it.

In the MyPRIA app, this is checked against your own holdings.

How it reaches your house.

First impact

Crude Oil Feedstock →Shortage risk

Gasoline and diesel

If refinery processing of crude feedstock is disrupted, this critical output stream becomes scarcer, tightening gasoline and diesel supply.

74% confidence

Crude Oil Feedstock →Shortage risk

Home heating oil

The same crude-feedstock dependency means a refinery outage can reduce heating-oil output and make it less available.

71% confidence

Gulf Coast crude oil feedstock (jet fraction) →Shortage risk

Jet fuel

The Jazan strike can curtail refined-product output, and this input has a critical 0.95 dependency into jet fuel, so jet fuel supply tightens.

Hop 2

Gasoline and diesel →Prices ease

Crude Oil Feedstock

If the refinery's gasoline and diesel output is disrupted, crude runs fall and demand for crude oil feedstock weakens.

90% confidence

LPG (Liquefied Petroleum Gas — Propane + Butane) →Prices rise

Propane (home use)

A disruption in LPG output tightens supply for home-use propane, which is directly derived from LPG and likely gets more expensive.

86% confidence

Elemental Sulfur (H2SO4 Feedstock) →Shortage risk

Potash and phosphate fertilizers

Elemental sulfur is a critical feedstock for sulfuric acid used in phosphate fertilizer production, so a sulfur supply disruption can constrain fertilizer output.

Hop 3

Saudi Arabia →Shortage risk

Marine Diesel and Bunker Fuel

A refinery strike in Saudi Arabia can tighten Saudi-origin marine diesel and bunker fuel supply, and Saudi Arabia supplies 11.96% of this input.

89% confidence

Enterprise Products Partners →Shortage risk

UGI Corporation (AmeriGas Propane)UGI

AmeriGas disclosed that about 18% of its propane supply came from Enterprise Products Operating LLC, so a supply disruption at Enterprise can directly reduce UGI/AmeriGas propane availability.

88% confidence

Saudi Arabia →Shortage risk

Diesel and Heavy Fuel Oil (underground mining and backup power)

Hop 4

Linde plc →Shortage risk

Hydrogen (refinery-grade)LIN

A refinery outage can tighten refinery-grade hydrogen availability, and this edge has a large stated dependency (35% market share) with limited substitutability and long replacement lead time.

67% confidence

Air Products and Chemicals, Inc. →Shortage risk

Hydrogen (refinery-grade)

Air Products has a material dependency on refinery-grade hydrogen (40% share, 18-month replacement lead time), so a refinery incident that curtails that supply would likely constrain the company.

61% confidence