Russia reports giant hydrocarbon reserves in the Far East
Newly reported hydrocarbon reserves could increase future oil and gas supply from the Russian Far East.
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
Gazprom (ПАО Газпром) →supply upNatural gas wellhead production
More hydrocarbon reserves in Russia's Far East should most directly support Gazprom's future wellhead gas output, and this edge has a meaningful share with a very long replacement horizon.
69% confidenceGazprom (ПАО Газпром) →supply upNatural Gas (Pipeline-Grade, >95% Methane)
The reserve increase should also lift Gazprom's future pipeline-grade gas availability, though this is one step further from the reserve base and therefore slightly less direct.
64% confidenceBP plc →supply upNatural gas wellhead production
Russia's reserve additions point to more future gas output, which would make this natural-gas input more available, but the exposure here is modest because the edge is only a 3.5% share and fairly substitutable.
56% confidenceRosneft →supply upIf Rosneft’s Far East reserve base expands, its crude feedstock availability can rise, but this is a modest-share, substitutable linkage rather than a sole-source dependency.
52% confidenceHop 2
Crude Oil Feedstock →supply upCrude oil feedstock is a critical, full-strength input to gasoline and diesel, so more feedstock directly raises product availability.
95% confidenceCrude Oil Feedstock →supply upHome heating oil is also a critical downstream product of crude feedstock, so increased feedstock supply should lift its availability.
94% confidenceNatural gas wellhead production →supply upMore natural gas wellhead production from the Russian Far East directly increases the availability of household natural gas, which this node critically depends on.
Hop 3
Natural gas (home) →supply upNatural gas wellhead production
Newly reported reserves can lift upstream gas output and availability, and this is the current node's critical feedstock.
68% confidenceRussia →Stands to benefitWeatherford International plcWFRD
With about 7% of revenue from Russia, Weatherford should see a modest benefit if Russian oil and gas activity expands.
64% confidenceRussia →Stands to benefitHop 4
Hydrotreating Catalysts (CoMo/NiMo) →Stands to benefitTopsoe A/STOPSOE.CO
If the added crude volumes translate into more hydrotreating runs, Topsoe is the clearest beneficiary as the 40% supplier with low substitutability and an 8-month replacement cycle.
61% confidenceHydrotreating Catalysts (CoMo/NiMo) →Stands to benefitAlbemarle Corporation (Ketjen Catalysts)ALB
Higher demand for hydrotreating catalysts should help Albemarle's Ketjen business, which holds a meaningful 15% share and faces moderate replacement friction.
55% confidenceHydrotreating Catalysts (CoMo/NiMo) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil · Natural gas (home)
In the MyPRIA app, this is checked against your own holdings.