Israel's largest oil refineries to undergo years of repairs after Iranian strikes, report says
Major refinery damage will constrain regional fuel output until repairs restore capacity.
Source →The trace
How it reaches your house.
Starting from Lubricants and motor oil, 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
Base oils (Group II/III) →Shortage riskBase oils are marked as a critical input with 0.9 dependency strength for lubricants and motor oil, so a severe base-oil constraint should strongly reduce downstream lubricant availability.
82% confidenceLubricants and motor oil →Shortage riskLubricants and motor oil have a critical, high-strength dependency on Group II/III base oils, so refinery-output constraints plausibly transmit as scarce base-oil feedstock for lubricant blending.
78% confidenceBase oils (Group II/III) →Stands to benefitWith a 22% country supply share for base oils, U.S. producers are positioned to benefit from demand diversion and tighter pricing when other regional supply is constrained.
Hop 2
SK Enmove →supply upSK Enmove is linked as a non-sole supplier with 12% market share in Group II/III base oils, so substitution toward it can modestly backfill refinery-driven constraints but cannot fully offset the shock.
50% confidenceSK Enmove →supply upLubricant Base Oils (Group I/II/III) for Engine Oil & Industrial Lubricants
Because SK Enmove has a 12% supplier share and is not sole-qualified, its ability to ease broader lubricant base-oil availability is real but limited by moderate substitutability and replacement lead time.
47% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Lubricants and motor oil
Companies you may own
XOMChevron CorporationSK Enmove
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.