Russia says gas supplies to Europe via Northern streams have resumed
Gas flows to Europe via the Northern Streams have resumed, easing a prior supply disruption.
Source →The trace
How it reaches your house.
Starting from Gazprom (ПАО Газпром), 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
Equinor ASA →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
The resumption of gas supply should more noticeably ease this natural-gas input, with somewhat higher exposure (8%) and a 12-month replacement horizon.
61% confidenceEquinor ASA →supply upRenewed gas flows should modestly increase availability of this natural-gas input, but the edge suggests only a small exposure (3%) and the input is moderately substitutable.
56% confidenceBP plc →supply upNatural gas wellhead production
Gazprom's renewed gas flows ease the broader natural gas shortage, and BP has a modest but nontrivial exposure to natural gas wellhead production as an input, so that input becomes slightly more available.
Hop 2
Natural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is a critical feedstock and fuel for ammonia/nitrogen fertilizer production, so renewed gas flow directly relieves the bottleneck.
97% confidenceNatural gas wellhead production →supply upThis edge is critical (dependency_strength=1), so restored natural gas flows directly increase home-gas availability.
94% confidenceNatural Gas (Roasting Fuel) →supply upNatural gas is a critical input for Coffee on this edge, so renewed gas flows should increase Coffee availability and ease the prior production halt.
Hop 3
Yara International ASA →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Renewed pipeline gas flows directly ease Yara's constrained natural-gas feedstock/fuel input, and the low substitutability plus long replacement lead time make the relief material.
89% confidenceNatural gas (home) →supply upInterstate natural gas transmission pipelines
The renewed gas flow through the pipeline directly restores this critical transmission input, easing the prior supply disruption to home gas.
86% confidenceAmmonia and nitrogen fertilizers →supply upSteam methane reforming (SMR)
Restored pipeline gas supply directly relieves the gas-intensive SMR step that makes hydrogen for ammonia, so this bottleneck becomes more available.
Hop 4
Interstate natural gas transmission pipelines →supply upRenewed transmission flow directly restores the availability of delivered natural gas to end users.
95% confidenceInterstate natural gas transmission pipelines →supply upBecause interstate transmission pipelines serve the U.S. market, resumed flow raises national gas availability.
90% confidenceInterstate natural gas transmission pipelines →supply upNortheast US (New England + Mid-Atlantic)
The Northeast’s large share of the pipeline network means restored flow improves local gas supply.
Where it lands
What you buy, and what you own.
Goods you buy
Ammonia and nitrogen fertilizers · Natural gas (home) · Coffee · Electricity (residential)
In the MyPRIA app, this is checked against your own holdings.