Large plant in Ireland that supplies Russia targeted by EU sanctions
EU sanctions could restrict output or trade from the Irish industrial plant and its supply to Russia.
Source →The trace
How it reaches your house.
Starting from Uralchem / TogliattiAzot (ToAz), 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
Orisil (OC Orisil) →Prices easeFumed Silica (AEROSIL) — CMP & Industrial
Orisil's shutdown removes a buyer for this input, easing demand for AEROSIL fumed silica; the expected market effect is small because the edge weight is only 4% and the input is moderately substitutable.
62% confidenceHop 2
Fumed Silica (AEROSIL) — CMP & Industrial →Shortage riskOrisil is the operator of the closing Latvian plant, so its own fumed-silica output drops immediately; the edge also shows it accounts for a 4% supply share, keeping the market-level hit modest.
92% confidenceFumed Silica (AEROSIL) — CMP & Industrial →DelaysFumed silica is an input to CMP and industrial uses, and the graph gives semiconductors and chips a 0.4 dependency on this input, so the supply cut can stretch production lead times.
67% confidenceFumed Silica (AEROSIL) — CMP & Industrial →Stands to benefitHop 3
Evonik Industries AG →Shortage riskFumed Silica (AEROSIL) — CMP & IndustrialEVK
Orisil's shutdown directly squeezes Evonik's AEROSIL fumed silica supply, and the edge's 45% market-share exposure implies a substantial output shortage into CMP/industrial customers.
93% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.