Kazakhstan's NPP Kondensat may begin reprocessing Russian oil
A refinery reprocessing Russian crude would shift regional crude flows and product supply.
Source →The trace
How it reaches your house.
Starting from Rosneft, 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
Rosneft →Prices riseIf Kazakhstan begins processing more Russian crude, regional crude flows tighten/shift and the price of crude feedstock tied to Rosneft can edge up; Rosneft’s 4% share limits the size of the transmission.
41% confidenceHop 2
Crude Oil Feedstock →supply upIf NPP Kondensat begins reprocessing Russian crude, the added crude feedstock directly lifts output of gasoline and diesel on this critical refinery-output edge.
60% confidenceCrude Oil Feedstock →supply upMore crude being processed at the refinery should also increase home heating oil output, though the mix and effect are somewhat less certain than for gasoline and diesel.
58% confidenceHop 3
Home heating oil →Prices riseIf NPP Kondensat starts taking Russian crude, regional crude feedstock is likely to face tighter competition and higher prices, and home heating oil is fully dependent on that input.
62% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil
Companies you may own
No named companies on this path.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.