IEA's Hesseling: Neptun Deep to change regional dynamics, make larger volumes of gas available
The Neptun Deep gas project is expected to add more natural gas supply to the region.
Source →The trace
How it reaches your house.
Starting from Natural gas wellhead production, 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
Natural gas wellhead production →supply upHigher natural gas wellhead production directly increases the availability of home natural gas supply on this critical, full-strength dependency edge.
96% confidenceHelium-rich natural gas feedstock →supply upHelium-rich natural gas feedstock is a critical, highly dependent input to medical helium, so greater feedstock availability should lift medical helium supply.
68% confidenceEquinor ASA →supply upHop 2
Natural gas (home) →supply upNatural gas wellhead production
The added regional gas supply directly raises upstream wellhead output feeding household gas.
97% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is a critical Haber-Bosch feedstock and fuel, so more regional gas supply should increase fertilizer output availability.
96% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →supply upHop 3
LNG peak-shaving and import facilities →supply upThe current node directly feeds home natural gas, and a larger regional gas pool should raise the availability of that downstream good.
86% confidenceInterstate natural gas transmission pipelines →supply upMore natural gas flowing through interstate pipelines should directly increase home gas availability, and this edge has very high dependency strength (0.95).
84% confidenceMercaptan gas odorant (tert-butyl mercaptan / THT) →Stands to benefitHop 4
Solar Turbines (Caterpillar) →Stands to benefitNatural gas compressor stations & engines
More regional gas supply should lift demand for compression equipment, and Solar Turbines has a large 48% share in this segment, so the market benefits materially.
68% confidenceBaker Hughes Company →Stands to benefitNatural gas compressor stations & engines
Larger regional gas volumes should increase demand for compression and engine equipment, supporting Baker Hughes's sizeable position in that category.
61% confidenceAir Products and Chemicals, Inc. →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Natural gas (home) · Medical helium · Ammonia and nitrogen fertilizers · Coffee
In the MyPRIA app, this is checked against your own holdings.