Reopening coal-based production units is an extremely dangerous decision
The headline refers to reopening coal-based production units, implying a restoration or increase in coal-fired generation capacity.
Source →The trace
How it reaches your house.
Starting from NTPC Limited, 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
NTPC Limited →supply upReopening coal-based units at NTPC raises coal combustion byproducts, so fly ash and slag output to SCM markets should increase; the 8% share and 6-month replaceability make the effect material but not dominant.
74% confidenceState Grid Corporation of China (SGCC) →supply upElectricity (electrolytic refining)
Reopening coal-based production units increases coal-fired generation capacity, which should raise the availability of grid electricity feeding electrolytic refining; SGCC is a major grid operator with a large stated dependence on this input channel.
68% confidenceCement and concrete →supply upHop 2
Electricity (electrolytic refining) →supply upThis good has a critical dependency on electricity inputs, so reopening coal-based generation should increase its output availability and ease production constraints.
88% confidenceFly Ash & Slag (SCMs) →supply upMore fly ash and slag supply relaxes a key supplementary-cementitious input constraint, supporting higher cement and concrete availability.
82% confidenceElectricity (electrolytic refining) →supply upChina carries the largest share of this electricity supply relationship, so more coal-fired generation should most directly raise electricity availability there.
Hop 3
Eco Material Technologies (now CRH) →supply upReopening coal-based units should increase fly ash and slag availability, modestly improving this input supply for Eco Material Technologies; the edge is only 10% and substitutes exist, so the effect is limited.
83% confidenceChina →supply upChina supplies 98% of gallium, so higher Chinese industrial power can raise output and global availability of this input.
82% confidenceChina →supply upWith 95% of supply coming from China, more coal-fired capacity can support production and lift availability of terbium metal.
Hop 4
Artificial Plant Plastics (PE/PP/PVC + Wire) →supply upReopening coal-based units in China should raise the availability of artificial plant plastics, and home décor is a critical downstream user of that input.
84% confidenceGallium →supply upThe edge says 98% of gallium supply is in China, so a coal-powered production rebound mainly increases gallium supply there.
80% confidenceTerbium (Tb) Metal →supply upTerbium metal is a critical input to rare earth magnets, so improved power availability for refining should increase magnet input availability.
Where it lands
What you buy, and what you own.
Goods you buy
Copper and electrical wiring · Cement and concrete · Home décor · Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.