Jackdaw gas field in North Sea set to be approved, reports suggest
Approval of the Jackdaw gas field would add future North Sea natural gas supply.
Source →The trace
How it reaches your house.
Starting from Shell plc, 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
Equinor ASA →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
New North Sea gas supply should improve availability of this natural-gas input, with a somewhat larger effect than the 3% edge because the dependency share is higher and replacement is not immediate.
67% confidenceEquinor ASA →supply upJackdaw approval would add North Sea gas supply, and Equinor has a meaningful dependence on natural gas as an input (20% share with a 3-month replacement lag), so this input should become more available.
66% confidenceEquinor ASA →supply upIf Jackdaw adds North Sea gas supply, this natural-gas input becomes more available, modestly easing Equinor's access to a relatively small, somewhat substitutable fuel stream.
Hop 2
Natural gas wellhead production →supply upNatural gas wellhead production directly feeds home natural gas supply, and added North Sea output would make the commodity more available.
96% confidenceNatural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is a critical, high-dependency feedstock and fuel for ammonia/nitrogen fertilizer production, so added North Sea gas supply should increase fertilizer availability.
96% confidenceNatural Gas (Roasting Fuel) →supply upHop 3
Natural gas (home) →Prices easeLNG peak-shaving and import facilities
Added domestic North Sea supply substitutes for some LNG imports and peak-shaving demand, lowering utilization of those facilities.
77% confidenceNatural gas (home) →Stands to benefitInterstate natural gas transmission pipelines
More North Sea gas supply raises delivered gas volumes, so transmission pipelines see higher throughput and utilization.
66% confidenceNatural gas (home) →Stands to benefitHop 4
LNG peak-shaving and import facilities →supply upMore North Sea gas supply should raise the availability of the home-gas stream that this LNG peak-shaving/import node feeds, and the edge is marked critical with 0.7 dependency strength.
76% confidenceNatural gas compressor stations & engines →Stands to benefitCaterpillar Energy & Transportation (Parent)CAT
A new gas field approval should lift demand for compression equipment, and this parent has a very large listed share of the input.
64% confidenceNatural gas compressor stations & engines →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Natural gas (home) · Ammonia and nitrogen fertilizers · Coffee
In the MyPRIA app, this is checked against your own holdings.