雅砻江流域2300万千瓦投产装机全面投入电力保供
New generating capacity coming online adds electricity supply and improves power availability.
Source →The trace
How it reaches your house.
Starting from State Grid Corporation of China (SGCC), 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
State Grid Corporation of China (SGCC) →supply upElectricity (electrolytic refining)
新增约2300万千瓦投产装机用于迎峰度夏保供，直接抬升电力可得性；该输入边标注45%占比且替代性低、替换周期长，因此对相关电力输入的供给改善传导较强。
84% confidenceHop 2
Electricity (electrolytic refining) →supply upThe new Yalong River generating capacity is in China, and the edge carries a 57% China share, so domestic electricity availability rises materially.
96% confidenceElectricity (electrolytic refining) →supply upState Grid Corporation of China (SGCC)
SGCC has the largest listed share on this electricity-supply edge, so added Chinese generation should improve the grid operator's supply environment.
72% confidenceHop 3
China →supply upChina accounts for 98% of gallium supply, so more electricity in China should increase gallium processing and availability.
92% confidenceChina →Stands to benefitBecause substantially all of e.l.f.'s third-party suppliers and manufacturers are in China, more Chinese power should ease a major production bottleneck.
90% confidenceChina →supply upChina accounts for 95% of terbium metal supply, so added Chinese power capacity should raise terbium output and ease scarcity.
Hop 4
Artificial Plant Plastics (PE/PP/PVC + Wire) →supply upArtificial plant plastics are a critical input to home décor (dependency_strength 0.75), so better power-driven supply of plastics and wire should loosen its input constraint and raise availability.
88% confidenceTerbium (Tb) Metal →supply upTerbium is a critical, high-dependency input for rare earth magnets, so more Tb availability should lift magnet supply.
84% confidenceTerbium (Tb) Metal →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Home décor · Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.