Parts of Russia were hit by power outages after a fuel shortage at gas stations
Fuel shortages and resulting blackouts indicate a disruption to refined fuel availability and power supply in affected areas.
Source →The trace
How it reaches your house.
Starting from Gasoline and diesel, 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
Diesel and Heavy Fuel Oil (underground mining and backup power) →Shortage riskRussia accounts for 10.8% of this diesel/heavy fuel oil supply, so the reported Russian fuel crisis directly constrains that source.
87% confidenceGazprom (ПАО Газпром) →Shortage riskRefined fuel
Gazprom's gas stations were still enforcing gasoline and diesel purchase limits in several Russian regions, showing constrained refined-fuel availability.
“the company continues to enforce purchase limits ranging from 30 to 50 liters (8-13 gallons) for gasoline and 60 to 100 liters (16-26 gallons) for diesel in regions including Vladimir, Voronezh, Kaluga, Lipetsk, Nizhny Novgorod, Oryol and Tula”
82% confidenceCited →Grid Electricity for PGM Smelting (South Africa / Russia) →DelaysHop 2
Russia →Shortage riskPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
Russia is the sole-supply country for this input, so domestic fuel and power outages can directly constrain production from Norilsk/Taimyr.
93% confidenceRussia →Shortage riskUAN Solution (Urea Ammonium Nitrate, 28-32% N)
Russia supplies 53.8% of this UAN solution stream, so domestic fuel shortages and blackouts can materially reduce output and shipments.
86% confidencePalladium and platinum group metals →Shortage riskHop 3
PGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr) →Shortage riskMMC Norilsk Nickel (Nornickel)GMKN
This ore stream is the sole qualified input source (100% share, 0.05 substitutability, 120-month replacement lead time), so the regional fuel/power disruption directly constrains Nornickel's feedstock.
87% confidencePGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr) →Shortage riskPalladium and platinum group metals
The ore is a critical 0.9-strength input to these metals, so constrained ore output reduces their supply.
80% confidenceUAN Solution (Urea Ammonium Nitrate, 28-32% N) →Prices riseHop 4
Urenco Group →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
Urenco is a sole-qualified supplier for part of LEU demand, so Russian fuel/power disruptions that constrain LEU supply would tighten the market and push LEU prices up, with replacement taking years.
71% confidenceAmmonia and nitrogen fertilizers →Prices easeNatural Gas (Haber-Bosch Feedstock and Fuel)
Ammonia and nitrogen fertilizer production is a critical natural-gas-intensive process, so a shortfall here reduces gas offtake and can दब pressure on natural-gas prices.
62% confidenceJSC TENEX (Rosatom State Atomic Energy Corporation) →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Palladium and platinum group metals · Ammonia and nitrogen fertilizers · Electricity (residential)
In the MyPRIA app, this is checked against your own holdings.