Trump administration says Gulf oil flows recover to 15 million barrels a day
The headline signals recovery of Gulf oil export flows, implying relief from a prior disruption.
Source →The trace
How it reaches your house.
Starting from Canadian crude oil imports, 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
Gulf Coast crude oil feedstock (jet fraction) →supply upRecovered Gulf Coast feedstock directly raises availability of a critical input into jet fuel production.
96% confidenceGulf Coast crude oil feedstock (jet fraction) →Stands to benefitExxonMobilXOM
ExxonMobil has a notable 9% share of this input with only moderate substitutability, so restored supply should help its refining/input position.
83% confidenceGulf Coast crude oil feedstock (jet fraction) →Stands to benefitHop 2
Jet fuel →supply upGulf Coast crude oil feedstock (jet fraction)
Recovered Gulf oil flows directly restore the critical crude feedstock used to make jet fuel, so availability rises strongly.
93% confidenceExxonMobil →supply upGulf Coast crude oil feedstock (jet fraction)
The Gulf oil-flow recovery directly restores this specific crude feedstock channel into ExxonMobil, easing the prior supply disruption.
93% confidenceMarathon Petroleum Corporation →supply upHop 3
Colonial Pipeline transport capacity →supply upColonial Pipeline transport capacity is a critical supply input to jet fuel, so recovered Gulf flows should directly increase jet fuel availability.
95% confidenceColonial Pipeline transport capacity →Stands to benefitWith Colonial Pipeline transport capacity recovering and the edge indicating a large, hard-to-replace dependency, the company is a clear beneficiary.
90% confidenceColonial Pipeline transport capacity →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel · Cement and concrete · Sulfuric acid · Fertilizers and crop inputs
In the MyPRIA app, this is checked against your own holdings.