Natural Gas (Ammonia/Fertilizer Feedstock Grade) →Shortage risk
Fertilizers and crop inputs
Ammonia/fertilizer-grade natural gas is a critical feedstock, so a production loss tightens fertilizer and crop-input supply.
95% confidence
Natural Gas (Pipeline-Grade, >95% Methane) →Prices rise
Electricity (residential)
Residential electricity has a critical 0.9 dependency on natural gas inputs, so a large Iranian gas production loss is likely to raise power costs.
93% confidence
Natural Gas & Electricity (Pasteurization, Refrigeration) →Shortage risk
Dairy and eggs
Dairy and eggs are explicitly marked as a critical downstream user of natural gas and electricity for pasteurization and refrigeration, so a gas-supply shock should directly constrain output.
87% confidence
Natural Gas (Extrusion & Retort Energy) →Prices rise
Pet food and supplies
Natural gas is a direct energy input for this good, so the Asaluyeh production loss makes production costlier and can tighten supply.
84% confidence
Natural Gas (Roasting Fuel) →Shortage risk
Coffee
Coffee is marked as a critical user of natural gas roasting fuel with dependency_strength 0.65, so a major gas supply loss can constrain roasting output and tighten coffee supply.
84% confidence
Natural Gas (Ammonia/Fertilizer Feedstock Grade) →Prices rise
CF Industries HoldingsCF
CF Industries is exposed to natural gas as a fertilizer input, so tighter gas supply should lift its feedstock costs.
75% confidence
Natural Gas (Ammonia/Fertilizer Feedstock Grade) →Prices rise
Yara International
Yara uses natural gas as a fertilizer feedstock, so a gas supply loss raises its input costs and can squeeze margins.
72% confidence
Natural Gas (Pipeline-Grade, >95% Methane) →Stands to benefit
United States
With the largest listed supply share at 24%, the United States is well positioned to capture some displaced demand and higher prices as Iranian gas output falls.
72% confidence
Natural Gas (Ammonia/Fertilizer Feedstock Grade) →Prices rise
EuroChem Group AG
EuroChem depends on natural gas feedstock, and its long replacement lead time makes input costs more vulnerable after a supply shock.
68% confidence
Natural Gas (Ammonia/Fertilizer Feedstock Grade) →Prices rise
OCI N.V.
OCI depends on natural gas feedstock, so the supply shock should push up its input costs.
65% confidence
Natural Gas (Extrusion & Retort Energy) →Prices rise
Expand Energy
Expand Energy is directly linked to this natural-gas input, so the supply shock is most defensibly modeled as a cost increase rather than a hard shortage.
61% confidence
Natural Gas (Extrusion & Retort Energy) →Prices rise
EQT CorporationEQT
EQT Corporation has a direct natural-gas supply linkage, so the Iranian outage mainly transmits as higher input costs with limited substitutability.
61% confidence
Natural Gas (Extrusion & Retort Energy) →Prices rise
ExxonMobilXOM
ExxonMobil is directly exposed to natural-gas input costs, and the disruption is more likely to raise costs than fully stop operations given the available substitutes.
58% confidence
Natural Gas (Extrusion & Retort Energy) →Prices rise
Coterra EnergyCTRA
This company has a direct natural-gas input exposure, but high substitutability and a one-month replacement lead time keep the effect mostly to higher costs.
57% confidence
