← World Watch
Disruptionother · October 3, 2026
It has become known about a multi-billion oil deal between Russia and the US
A large oil deal could shift crude oil trade flows and available supply to market participants.
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
Rosneft →supply upA Russia-US oil deal that eases crude trade flows could make Rosneft's crude feedstock more available, but the dependency is modest and substitutable.
36% confidenceUnited Company RUSAL →Prices riseAlumina (Aluminum Oxide, Al₂O₃)
If the Russia-U.S. deal ultimately eases sanctions pressure on Rusal, the company could run more aluminum output, modestly raising alumina demand on this 6%-share input link.
33% confidence