Russia opens massive Vostok Oil project and Sever Bay Arctic port
New oil production capacity and a new Arctic export port add supply and export capacity for Russian crude.
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 →supply upRosneft's Vostok Oil and Sever Bay expansion brings additional crude volumes to market, making crude feedstock more available.
91% confidenceHop 2
Crude Oil Feedstock →supply upMore crude feedstock directly supports refined heating-oil output, easing supply for this critical downstream product.
98% confidenceCrude Oil Feedstock →supply upCrude oil is a critical input to gasoline and diesel, so added Russian crude supply raises downstream refined-product availability.
98% confidenceCrude Oil Feedstock →Stands to benefitPBF EnergyPBF
As a refinery-facing crude user, PBF Energy benefits from greater crude availability and lower feedstock tightness.
Hop 3
Gasoline and diesel →supply upRussia's new crude production and export capacity directly makes crude oil feedstock more available, and crude is a critical one-to-one input for gasoline and diesel refining.
93% confidencePBF Energy →supply upAdded Russian crude production and export capacity makes PBF Energy's crude feedstock more available, easing a key refinery input with only moderate substitutability and a multi-month replacement window.
82% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Home heating oil · Gasoline and diesel
In the MyPRIA app, this is checked against your own holdings.