Widespread power outages remain after damaging storms slam southern Ontario
Storm damage has cut power across southern Ontario, disrupting electricity supply to homes and industry.
Source →The trace
How it reaches your house.
Starting from Eaton Corporation (Electrical Sector), 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
Eaton Corporation (Electrical Sector) →Shortage riskPACCAR INCPCAR
PACCAR disclosed that a loss of supply from Eaton would materially interrupt truck production, so an Eaton outage can directly constrain PACCAR's output.
84% confidencePJM Interconnection LLC →Shortage riskIndustrial electricity (high-voltage)
Severe weather-related outages in PJM-served Midwestern areas constrain high-voltage industrial electricity availability; the edge is only moderately strong because the measured share is 12% and substitutability is fairly high.
84% confidenceEaton Corporation (Electrical Sector) →Shortage riskHop 2
Industrial electricity (high-voltage) →Shortage riskMedical oxygen has a critical 0.85 dependency on industrial electricity, so power outages can quickly curtail production and delivery.
85% confidenceIndustrial electricity (high-voltage) →Shortage riskThe Midwest power outage directly constrains high-voltage industrial electricity in PJM's footprint, and PJM's 12% share plus 6-month replacement lead time makes the disruption material.
79% confidencePACCAR INC →Prices easeHop 3
Allison Transmission Holdings, Inc. →Shortage riskDaimler is Allison's largest disclosed customer at about 18% of 2025 net sales, so Allison's outage can most directly constrain supply to Daimler.
80% confidenceMedical oxygen →Shortage riskHospital pipeline and manifold distribution
If medical oxygen supply is reduced, hospital pipeline/manifold systems face direct shortages because they cannot distribute enough oxygen to care units.
79% confidenceAllison Transmission Holdings, Inc. →Shortage riskPACCAR Inc.PCAR
Allison disclosed PACCAR as an 11% customer, so a Midwest outage that constrains Allison can make transmissions scarcer for PACCAR.
Hop 4
Deere & Company (John Deere) →Prices easeMayville Engineering Company, Inc.MEC
Mayville disclosed that John Deere accounted for 10.0% of its net sales, so a Midwest power-driven production slowdown at Deere would likely reduce Mayville's orders and pressure its sales price/revenue.
88% confidenceInternational Motors (Navistar) →Prices easeCore Molding Technologies, Inc.CMT
Core Molding discloses International/Navistar as a customer at 28% of sales in the quoted filing, so a Navistar production outage would likely cut orders and pressure Core Molding's revenue downward.
76% confidencePACCAR Inc →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Medical oxygen · Propane (home use)
In the MyPRIA app, this is checked against your own holdings.