76 wind turbines started up in the Baltic Sea; Orlen waited 15 years
A new offshore wind fleet coming online adds electricity supply capacity and can shift regional power availability.
Source →The trace
How it reaches your house.
Starting from Statkraft SF, 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
Statkraft SF →supply upElectricity (electrolytic refining)
Baltic Power has finished installing all 76 turbines and is entering commissioning, adding new electricity supply to the grid, which makes this electricity input more available; the effect is modest because the edge weight is only 3% and substitutability is moderate.
68% confidenceVattenfall AB →supply upIndustrial electricity (high-voltage)
Baltic offshore wind adds regional electricity supply, which should modestly ease Vattenfall AB’s high-voltage electricity input constraint, though this edge is low-share and highly substitutable.
58% confidenceHop 2
Electricity (electrolytic refining) →supply upAdded electricity supply eases a critical input constraint for copper and electrical wiring production, allowing more output.
74% confidenceIndustrial electricity (high-voltage) →supply upWith a 12% market share on the edge, more industrial electricity should materially improve supply availability for PJM despite its moderate substitutability.
62% confidenceIndustrial electricity (high-voltage) →supply upHop 3
Copper and electrical wiring →supply upElectricity (electrolytic refining)
The new offshore wind fleet increases regional power supply, directly easing the electricity input used in copper and electrical wiring production.
94% confidenceNextEra Energy, Inc. →supply upIndustrial electricity (high-voltage)
The Baltic Sea wind fleet adds high-voltage electricity supply, so this input market becomes more available; NextEra’s 8% share and fairly high substitutability imply a moderate, not severe, effect.
62% confidencePJM Interconnection LLC →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Copper and electrical wiring
Companies you may own
PJM Interconnection LLCElectric Reliability Council of Texas (ERCOT)NextEra Energy, Inc.Electricite de France S.A. (EDF)
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.