Rafinerija Pančevo podiže preradu na 13.000 tona dnevno
The refinery is increasing processing to 13,000 tons per day, indicating higher refined-fuel output.
Source →The trace
How it reaches your house.
Starting from Hengyi Petrochemical, 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
Crude Oil Feedstock →supply upCrude oil feedstock is a critical, fully dependent input for home heating oil, so higher refinery throughput should raise supply.
95% confidenceCrude Oil Feedstock →supply upCrude oil feedstock is a critical, fully dependent input for gasoline and diesel, so higher refinery throughput should increase their availability.
95% confidenceRosneft →Prices risePančevo’s planned throughput increase to 13,000 tonnes/day should raise crude-feedstock demand, but Rosneft’s exposure is only modest given the edge’s 4% share and 3-month replacement lead time.
Hop 2
Home heating oil →Prices riseRamping the refinery to 13,000 tons/day increases crude runs, putting direct upward pressure on crude feedstock demand and price.
94% confidenceGasoline and diesel →Prices riseHigher gasoline and diesel output directly raises crude runs and procurement pressure on the main feedstock.
93% confidenceHome heating oil →Prices riseHigher hydrotreated heating-oil output requires more refinery hydrogen, so hydrogen demand and pricing should rise.
Hop 3
Hydrotreating Catalysts (CoMo/NiMo) →Stands to benefitTopsoe A/STOPSOE.CO
Ramping Pančevo's processing should raise demand for hydrotreating catalysts, and Topsoe's 40% share plus long replacement lead time makes it the clearest beneficiary.
74% confidenceNatural Gas (SMR feedstock for hydrogen) →supply upNatural gas is a critical SMR feedstock for refinery hydrogen, so a processing ramp-up supports higher gasoline and diesel output.
74% confidenceHydrogen (refinery-grade) →Stands to benefitHop 4
Air Products and Chemicals, Inc. →supply upPančevo’s higher throughput should increase refinery-grade hydrogen availability, and Air Products’ 40% exposure to this input with only moderate substitutability implies a material supply-up effect.
64% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Home heating oil · Gasoline and diesel
Companies you may own
TOPSOE.COAPDLINAir Liquide S.A.W.R. Grace & Co.600111.SSALBBASBAS.DEShell Catalysts & TechnologiesHUNDOWElectric Reliability Council of Texas (ERCOT)Axens (IFP Energies nouvelles)KMISinopec Catalyst Company (SCC)INEOS Group HoldingsCNPNouryonWMBEntergy Corporation
Tap a company to see what it told the SEC could break it.
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