Trump signs oil deal with Russia in big U-turn after his tariff tirade
A new oil deal with Russia could increase crude oil trade flows and alter supply availability for energy markets.
Source →The trace
How it reaches your house.
Starting from Sunflower seeds, 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
Rosneft →supply upThe Russia oil deal should raise crude oil trade flows, increasing the availability of Rosneft's crude oil feedstock input.
66% confidenceCanadian crude oil imports →supply upIf the Russia deal increases crude oil availability in energy markets, that eases the crude feedstock flowing into jet fuel; this edge has a strong supply dependency (0.75), so downstream jet fuel availability should rise.
34% confidenceHop 2
Crude Oil Feedstock →supply upCrude oil feedstock is a critical 1:1 input to gasoline and diesel, so more crude availability should lift their output availability.
95% confidenceCrude Oil Feedstock →supply upHome heating oil depends directly on crude feedstock, so a supply increase should translate into more available product.
94% confidenceCrude Oil Feedstock →Stands to benefitPBF EnergyPBF
As a refiner, PBF Energy benefits from more abundant crude feedstock and lower input tightness.
Hop 3
Gasoline and diesel →supply upA new Russia oil deal can increase crude availability, and gasoline/diesel is fully dependent on crude oil feedstock as its primary input.
87% confidenceIrving Oil →supply upA Russia oil deal should increase crude availability, and crude oil is a material input to Irving Oil with only moderate substitutability, so the feedstock supply should ease.
84% confidenceHome heating oil →Stands to benefitTerminal Storage & Distribution Network
If crude oil availability lifts home heating oil output, storage and distribution activity rises because more product has to move through the terminal network.