Ukraine imposed sanctions on 23 companies and 20 individuals linked to the Russian military-industrial complex
New sanctions on Russian military-linked firms may restrict industrial and defense supply flows tied to those entities.
Source →The trace
How it reaches your house.
Starting from TENEX (JSC Techsnabexport), 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
TENEX (JSC Techsnabexport) →Shortage riskLow-Enriched Uranium (LEU) Nuclear Fuel
TENEX is a 27% supplier of LEU, and the long 24-month replacement lead time with limited substitutability means sanctions constraining TENEX would materially tighten LEU supply.
72% confidenceTENEX (JSC Techsnabexport) →Shortage riskCarbon-13 (C-13) Stable Isotope (Medical Diagnostics & Pharmaceutical)
TENEX accounts for 45% of C-13 supply, and with only moderate substitutability and a 12-month replacement horizon, a sanction-driven constraint would create a significant shortage.
70% confidenceJSC TENEX (Rosatom State Atomic Energy Corporation) →Shortage riskHop 2
Carbon-13 (C-13) Stable Isotope (Medical Diagnostics & Pharmaceutical) →Shortage riskCambridge Isotope Laboratories (CIL)
As a sizable Carbon-13 buyer with low substitutability and an 18-month replacement horizon, CIL would face input scarcity if Russian-origin supply is disrupted by sanctions.
72% confidenceCarbon-13 (C-13) Stable Isotope (Medical Diagnostics & Pharmaceutical) →Shortage riskDiagnostic tests and lab supplies
This downstream good depends on Carbon-13 inputs, so sanctions-driven disruption of the Russian supply leg would constrain availability of diagnostics and lab products.
70% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices riseHop 3
Russia →DelaysRussian airport blacklisting can further delay access to the aircraft and engines FTAI says are still located in Russia.
86% confidenceRussia →DelaysLinde plcLIN
Linde already suspended its Russian engineering agreements in compliance with sanctions, so more Russia-related blacklisting can prolong project delays.
78% confidenceRussia →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Diagnostic tests and lab supplies · Residential Electricity
In the MyPRIA app, this is checked against your own holdings.