Dmitriev allowed joint work with ADG on restoring the 'Northern Flow'
Joint work to restore the Northern Flow suggests possible resumption of a disrupted energy route.
Source →The trace
How it reaches your house.
Starting from Interstate natural gas transmission pipelines, 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
Natural Gas (Pipeline-Grade) →Prices easeIf pipeline-grade gas supply is restored, fuel costs for gas-fired residential power ease, which should lower household electricity prices.
82% confidenceEnbridge Gas Inc. →Prices easeNatural gas (lumber kiln drying)
If Nord Stream resumption eases the broader natural-gas market, this input's cost should fall modestly for lumber-kiln operations.
33% confidenceEnbridge Gas Inc. →Prices easeNatural Gas for Yankee Dryer and Steam Generation
A return of cheaper, more reliable gas would modestly lower this input cost for dryer and steam-generation uses.
Hop 2
Residential Electricity →supply upRestoring the gas route should increase pipeline gas availability, and Residential Electricity names pipeline gas as a critical, high-dependency input.
89% confidenceNatural gas (lumber kiln drying) →supply upRestoring the natural-gas route would ease a critical kiln-drying input constraint, allowing lumber and wood products production to run more freely.
83% confidenceNatural Gas for Yankee Dryer and Steam Generation →supply upHop 3
Paper and household products →supply upNatural Gas for Yankee Dryer and Steam Generation
Restoring the Northern Flow would increase natural-gas availability, and this paper-products node explicitly depends on natural gas for Yankee drying and steam generation as a critical input.
84% confidenceLumber and wood products →supply upNatural gas (lumber kiln drying)
Restoring a disrupted gas route should improve availability of natural gas used for lumber kiln drying, a critical input with moderate dependency strength.
82% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity · Lumber and wood products · Paper and household products
Companies you may own
No named companies on this path.
Tap a company to see what it told the SEC could break it.
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