Mayor of Poland Tusk approved demolition of the Severny potok gas pipeline
The demolition of a gas pipeline would disrupt natural-gas transit through the affected route.
Source →The trace
How it reaches your house.
Starting from Interstate natural gas transmission pipelines, 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
Natural Gas (Pipeline-Grade) →Shortage riskNatural gas is a critical input to residential electricity, so a disruption in pipeline-grade gas transit can constrain fuel availability and tighten electricity supply.
88% confidenceNatural gas wellhead production →Shortage riskDemolishing the gas pipeline disrupts transit, so the natural gas that reaches households through this supply line becomes scarcer.
87% confidenceNatural Gas (Pipeline-Grade, >95% Methane) →Prices riseResidential electricity is highly dependent on natural gas, so a pipeline disruption feeds through strongly into higher power costs.
Hop 2
QatarEnergy →Shortage riskNatural Gas (Pipeline-Grade, >95% Methane)
QatarEnergy has a direct market share in pipeline-grade gas, and a damaged pipeline route should directly reduce that commodity's availability.
81% confidenceNatural gas (home) →Stands to benefitLNG peak-shaving and import facilities
When interstate pipeline transit is disrupted, LNG peak-shaving/import facilities become a substitute supply channel for home gas, so their utilization and value likely rise.
66% confidenceQatarEnergy →Shortage riskHop 3
Helium-rich natural gas feedstock →Shortage riskMedical helium has a 0.95 dependency strength and is marked critical, so a disruption in helium-rich feedstock should transmit almost directly as a severe shortage.
95% confidenceUAN Solution (Urea Ammonium Nitrate, 28-32% N) →Shortage riskRussia accounts for 53.8% of this UAN supply node, so a Russian gas-transit disruption directly constrains the dominant source.
94% confidenceSemiconductor-Grade Helium (6N) →Shortage riskHop 4
Kinder Morgan, Inc. →Shortage riskInterstate natural gas transmission pipelinesKMI
Kinder Morgan discloses a large dependence on interstate natural gas transmission pipelines, and a pipeline demolition directly reduces transit capacity for that input.
56% confidenceNiSource Inc. →Prices riseUnderground natural gas storage (depleted fields & salt caverns)
With interstate pipeline transit disrupted, NiSource is more reliant on storage as an alternative gas source, and this input is materially constrained (16% share, low substitutability, 96-month replacement lead time), so storage pricing would likely rise.
56% confidenceSouthern California Gas Company (SoCalGas) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity · Natural gas (home) · Electricity (residential) · Medical helium · Specialty gases for chip fabrication · Propane (home use)
In the MyPRIA app, this is checked against your own holdings.