ELN attacked a coke plant in Cúcuta and forced its closure after extortion dispute
An attack forced a coke plant to shut, disrupting coke output and related industrial supply.
Source →The trace
How it reaches your house.
Starting from The Coca-Cola Company, 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
SunCoke Energy, Inc. →Prices riseCoke and Flux Reagents (silica, lime) for Smelting
A closure at another coke plant tightens metallurgical-coke supply, and SunCoke supplies metallurgical coke with only moderate substitutability and a 6-month replacement lead time, so this input’s price should rise.
63% confidenceSunCoke Energy, Inc. →Prices riseCleveland-Cliffs Inc. (Cliffs Steel)CLF
Cliffs Steel is SunCoke’s dominant disclosed customer in the filing (61.6% of revenue), so a coke-supply shock can pass through as higher input costs.
52% confidenceSunCoke Energy, Inc. →Prices riseHop 2
Cleveland-Cliffs Inc. (Cliffs Steel) →Shortage riskGrain-Oriented Electrical Steel (GOES / CRGO)
A coke-plant shutdown can constrain Cliffs Steel's steelmaking capacity, making this sole-qualified GOES line materially scarcer, especially with 40% share and a 24-month replacement lead time.
77% confidenceCleveland-Cliffs Inc. (Cliffs Steel) →Shortage riskAdvanced high-strength steel (AHSS) and ultra-HSS sheets
The same coke-driven production constraint would reduce Cliffs Steel's AHSS sheet availability, and the graph assigns this line a sizable 25% market share.
71% confidenceUnited States Steel Corporation →Shortage riskHop 3
China →Shortage riskChina supplies 98% of gallium, so a China-side disruption would make gallium sharply scarcer downstream.
93% confidenceAdvanced high-strength steel (AHSS) and ultra-HSS sheets →Shortage riskAHSS and ultra-HSS sheets are a critical input to vehicles and light trucks, so a supply disruption should directly reduce availability of that output.
92% confidenceChina →Shortage riskChina supplies 95% of terbium metal, so disruption in China would strongly constrain terbium availability.
Hop 4
Artificial Plant Plastics (PE/PP/PVC + Wire) →Shortage riskArtificial plant plastics are a critical 75% dependency for home décor, so a disruption here can make that downstream good scarce.
86% confidenceROSS STORES, INC. →Shortage riskRoss Stores is a material customer for G-III; if Ross is disrupted, G-III can see a direct sales shortfall, and the filing says Ross accounted for 11.0% of G-III's net sales.
79% confidenceTerbium (Tb) Metal →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Vehicles and light trucks · Electric grid transformers · Firefighting equipment and supplies · Home décor · Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.