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 upReopening coal-fired units should increase coal-combustion byproducts, making fly ash and slag more available as cement SCM inputs.
62% confidenceCement and concrete →supply upGypsum (Natural & Synthetic FGD)
Higher coal-plant output can also raise synthetic FGD gypsum supply, easing another key cement input constraint.
59% confidenceHop 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.
82% confidenceGypsum (Natural & Synthetic FGD) →supply upMore coal-fired generation can increase FGD gypsum output, which directly eases a critical input constraint for cement and concrete.
80% confidenceFly Ash & Slag (SCMs) →Stands to benefitEco Material Technologies (now CRH)
More coal-based generation raises fly ash supply, which materially improves feedstock availability for this large SCM supplier.
76% confidenceFly Ash & Slag (SCMs) →Stands to benefitBMIM (Boral Resources fly ash)
Higher fly ash output from reopened coal units eases supply constraints for this fly-ash business with a meaningful market share.
67% confidenceFly Ash & Slag (SCMs) →Stands to benefitCharah SolutionsCHRA
Additional fly ash availability directly benefits this SCM processor by expanding its input pool and reducing procurement pressure.
66% confidenceHop 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.
80% confidenceChina →Stands to benefitBecause substantially all of its third-party suppliers and manufacturers are in China, more coal-fired generation there can ease production bottlenecks and improve merchandise availability.
79% confidenceChina →Stands to benefitHamilton Beach Brands Holding Co.HBB
Since roughly two-thirds of its suppliers are based in China, added Chinese generation capacity can improve upstream throughput and reduce sourcing bottlenecks.
78% confidenceChina →supply upArtificial Plant Plastics (PE/PP/PVC + Wire)
Because China accounts for 94.8% of supply, more Chinese power can increase production and availability of these materials and wire.
77% confidenceChina →Stands to benefitMettler-Toledo International Inc.MTD
With approximately 29% of global production in China, more reliable Chinese power should support output from its Chinese operations and ease supply constraints.
76% confidenceCharah Solutions →supply upReopening coal-based units should increase fly ash and slag availability, which eases supply to Charah Solutions, though the effect is modest because this dependency is only a 3% share and alternatives exist.
67% confidenceBMIM (Boral Resources fly ash) →supply upReopening coal-fired units increases fly ash output, modestly lifting BMIM’s ability to supply Fly Ash & Slag (SCMs), but the effect is muted by the edge’s 6% market share and moderate substitutability.
58% confidenceHop 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.
79% confidenceGallium →supply upGallium is a critical input for semiconductors and chips, so more gallium supply eases that bottleneck.
77% confidenceTerbium (Tb) Metal →Stands to benefitChina's 95% supply share makes it the main geography benefiting from any increase in domestic terbium output driven by easier power access.
72% confidenceTerbium (Tb) Metal →Stands to benefitChina Southern Rare Earth Group
As the 60% share node on the terbium input-supply edge, this major participant benefits from higher terbium availability after electricity supply improves.
68% confidenceTerbium (Tb) Metal →Stands to benefitChina Minmetals Rare Earth Co.
Its 20% share means it also benefits from the same terbium supply relief, though less than the dominant player.
64% confidenceArtificial Plant Plastics (PE/PP/PVC + Wire) →supply upSinopec (China Petrochemical Corp.)0386.HK
If Chinese electricity constraints ease, this input should be more available for Sinopec, though the edge shows only moderate substitutability.
58% confidenceArtificial Plant Plastics (PE/PP/PVC + Wire) →supply upLyondellBasell Industries N.V.LYB
Higher output of artificial plant plastics should modestly improve input availability for LyondellBasell, given the non-sole-supplier edge and short replacement window.
57% confidenceArtificial Plant Plastics (PE/PP/PVC + Wire) →supply upMore artificial plant plastics supply should ease sourcing for Westlake, but the dependency is only moderately substitutable.
56% confidencee.l.f. Beauty, Inc. →supply upIf improved electricity availability boosts e.l.f. Beauty's production, its largest customer Target should see more inventory flow, and Target accounts for 18% of e.l.f.'s net sales.
47% confidencee.l.f. Beauty, Inc. →supply upWalmart Inc.WMT
If improved electricity availability boosts e.l.f. Beauty's production, Walmart should receive more e.l.f. inventory, and Walmart accounts for 13% of e.l.f.'s net sales.
46% confidencee.l.f. Beauty, Inc. →supply upAmazon.com, Inc.AMZN
If improved electricity availability boosts e.l.f. Beauty's production, Amazon should see greater product availability from e.l.f., and Amazon accounts for 11% of e.l.f.'s net sales.
45% confidenceHamilton Beach Brands Holding Co. →supply upWalmart Inc.WMT
Walmart is an even larger disclosed customer at 29% of Hamilton Beach revenue, so easier production at Hamilton Beach could modestly increase supply flowing to Walmart.
44% confidencee.l.f. Beauty, Inc. →supply upIf improved electricity availability boosts e.l.f. Beauty's production, Sephora should receive more e.l.f. inventory, and Sephora accounts for 10% of e.l.f.'s net sales.
44% confidenceHamilton Beach Brands Holding Co. →supply upAmazon.com, Inc.AMZN
Amazon is a major disclosed customer at 19% of Hamilton Beach revenue, so a China electricity relief shock that lifts Hamilton Beach output could modestly increase product supply to Amazon.
39% confidence
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.