2 found dead at scene of pipeline explosion in Lea County

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.

1. First impact

   Colonial Pipeline transport capacity →Shortage risk

   Colonial Pipeline Company

   The current node is Colonial's transport capacity, and this edge marks Colonial as a sole-qualified, 45%-share dependent with a 36-month replacement lead time, so the company is sharply constrained.

   94% confidence

   Colonial Pipeline transport capacity →Shortage risk

   Jet fuel

   Jet fuel is marked as a critical input with 0.9 dependency strength, so a hit to Colonial capacity can tighten jet fuel availability.

   89% confidence

   Colonial Pipeline transport capacity →Shortage risk

   United States

   With a 92% country share, disruption of Colonial capacity can materially reduce U.S. product flow through this network.

2. Hop 2

   Natural gas (home) →Shortage risk

   Interstate natural gas transmission pipelines

   Home gas supply is highly dependent on interstate transmission pipelines, so an explosion that disrupts that system directly constrains delivered gas.

   97% confidence

   United States →Shortage risk

   Interstate natural gas transmission pipelines

   The explosion can curtail U.S. pipeline throughput, and this input is shown as 100% supplied by the United States.

   91% confidence

   Southwest and California →Shortage risk

   Interstate natural gas transmission pipelines

3. Hop 3

   Permian Resources Corporation →Shortage risk

   ProPetro Holding Corp.PUMP

   Permian Resources is a disclosed customer of ProPetro and accounts for 11.2% of ProPetro's revenue, so a disruption at Permian can reduce ProPetro's demand/revenue.

   61% confidence

4. Hop 4

   ProPetro Holding Corp. →Delays

   Exxon Mobil CorporationXOM

   ExxonMobil is a major disclosed customer at 24.9% of ProPetro's 2025 revenue, so a ProPetro disruption could delay services to it.

   44% confidence

   ProPetro Holding Corp. →Delays

   Occidental Petroleum CorporationOXY

   Occidental is a disclosed customer at 13.7% of ProPetro's 2025 revenue, so a ProPetro disruption could delay services to it.

   40% confidence

   ProPetro Holding Corp. →Delays

   EOG Resources, Inc.