Trump responds to Ontario Premier Ford as he threatens cutting electricity
A threatened electricity cutoff could disrupt cross-border power flows, affecting industrial power supply and downstream manufacturing in Ontario and neighboring markets.
Source →The trace
How it reaches your house.
Starting from PJM Interconnection LLC, 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
Hydro-Québec →Shortage riskElectricity (electrolytic refining)
If Hydro-Québec’s electricity supply is constrained, the available power for electrolytic refining tightens; the effect is material but limited by the modest 5% share and some substitutability, though the 18-month replacement lead time keeps the shock from clearing quickly.
62% confidenceHop 2
Electricity (electrolytic refining) →Shortage riskElectricity is a critical, high-dependency input for copper and electrical wiring, so a cross-border power cutoff would constrain output and availability.
81% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Copper and electrical wiring
Companies you may own
No named companies on this path.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.