impact of the Ukraine conflict on oil, gas, fertilizer and chemical markets.

A

anatta

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GAS SUMMARY

Gas storage low in Europe, winter demand 30% higher than rest of year
Record shipments of liquefied natural gas (LNG) to Europe so far in 2022
LNG could ease Europe shortages if Russia supplies cut
Europe LNG processing operating at full capacity

AMMONIA SUMMARY

Russia supplies 20% of global seaborne ammonia market
Disrupted supply could impact fertilizer and food prices

OIL SUMMARY

Friendship oil pipeline flows through Ukraine
Russian oil feeds around a quarter of Europe demand
US plans to ban imports of Russian crude oil

CHEMICALS SUMMARY

High Europe gas and electricity prices force energy surcharges
Soaring oil prices dent chemical producer margins
Elevated oil prices dent consumer confidence and demand
https://www.icis.com/explore/cn/resources/news/2022/03/16/10733319/topic-page-ukraine
 
Two Ukrainian companies — Ingas and Cryoin — have halted shipments of high-purity neon gas used in semiconductor manufacturing due to the ongoing Russian invasion. The two companies account for a sizeable portion of global high-purity and ultra-high-purity neon supply. For now, chipmakers say they have enough high-purity neon, but the situation is dynamic. However, neon is just one of the problems facing the electronics industry.

According to estimates, these two suppliers of gases control roughly 50% of the global high-purity neon supply to the semiconductor industry in 2022. With Cryoin and Ingas sidelined, the price of semiconductor-grade neon will inevitably increase as their rivals will need to increase output to meet growing demand.
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https://www.tomshardware.com/news/ukraine-neon-gas-production
 
I suspect the JPP chickenhawks could stand to lose a little weight.

Now bungling Biden may have inadvertently found a diet that finally works.
 
According to research firm Techcet, Ukraine supplies more than 90% of the U.S.’s semiconductor-grade neon, a gas integral to the lasers used in the chip-making process, while Russia supplies 35% of the U.S.’s palladium supply, a rare metal that can be used to create semiconductors.
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https://venturebeat.com/2022/02/24/...rade-neon-what-it-means-to-chip-supply-chain/

Pretty sure that Russia makes a fair amount of Neon, and so does China....are they going to be willing to sell to America?
 
Legion said:
I suspect the JPP chickenhawks could stand to lose a little weight.

Now bungling Biden may have inadvertently found a diet that finally works.
Click to expand...

Global famine appears to be coming by the end of the year.....the Chinese and the Russians are prepared, most of the West is not.
 
This is a great place to mention that Russia is now only selling grain to its friends, and that China is now only selling fertilizer to its friends.

This is how the Empire operates.
 
Hawkeye10 said:
Global famine appears to be coming by the end of the year.....the Chinese and the Russians are prepared, most of the West is not.
Click to expand...
China has had food shortage.. so have we.
Im not sure about Russia. But sanctions are a 2 edged sword. good info on semiconductors .TY
 
The West is about to learn that Diversity is not Power....Power is Power.

WOKE is Insanity, and ignorance hurts. .
 
anatta said:
China has had food shortage.. so have we.
Im not sure about Russia. But sanctions are a 2 edged sword. good info on semiconductors .TY
Click to expand...

why aren't you sure about Russia comrade? afraid to leave shithole you call an 'apartment' for fear of arrest?

ATM work yet? lol
 
Hawkeye10 said:
https://vinnews.com/2022/03/16/us-c...zer-prices-scramble-for-affordable-solutions/

I did not know this....Oh My!

What it really means is that they now only sell to their friends.
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hey boy I just saw a great story on France24, seems the Zalensky freedom fighters are stripping that captured junk Russian armor (over 400 MBT's and 1200 APC's) of their heavy machine guns and ammo, cutting down the stock and barrels, great for both defensive positions and counterattacks?.....great news, right?
 
Hawkeye10 said:
https://vinnews.com/2022/03/16/us-c...zer-prices-scramble-for-affordable-solutions/

I did not know this....Oh My!
What it really means is that they now only sell to their friends.
Click to expand...

The fallout of the conflict has also seen fertilizer prices soar, adding to farmers’ costs, and further inflating food prices that were already sitting at or near record highs as a result of the pandemic.

Russia is a major producer of fertilizer – including potash, phosphate and nitrogen – accounting for 13% of global production, according to Reuters. Production is heavily reliant on natural gas, the cost of which has also climbed as a result of the conflict in Ukraine.

Fertilizer prices may also impact the US’ ability to offset the loss of Russian and Ukrainian exports.
US wheat production ranks second in the world after Russia, but it’s unlikely it can make up the shortfall in lost exports. The US wheat crop has already been planted for the year, while energy and fertilizer prices are proving an obstacle for many US farmers, The Financial Times reported.
 
Legion said:
I suspect the JPP chickenhawks could stand to lose a little weight.

Now bungling Biden may have inadvertently found a diet that finally works.
Click to expand...

Yes! I could lose a few pounds. Fucking Chinese Disease kept us locked down for almost 2 years!
Biden doesn't need a diet, he needs a brain...

FJB
 
anatta said:
GAS SUMMARY

Gas storage low in Europe, winter demand 30% higher than rest of year
Record shipments of liquefied natural gas (LNG) to Europe so far in 2022
LNG could ease Europe shortages if Russia supplies cut
Europe LNG processing operating at full capacity

AMMONIA SUMMARY

Russia supplies 20% of global seaborne ammonia market
Disrupted supply could impact fertilizer and food prices

OIL SUMMARY

Friendship oil pipeline flows through Ukraine
Russian oil feeds around a quarter of Europe demand
US plans to ban imports of Russian crude oil

CHEMICALS SUMMARY

High Europe gas and electricity prices force energy surcharges
Soaring oil prices dent chemical producer margins
Elevated oil prices dent consumer confidence and demand
https://www.icis.com/explore/cn/resources/news/2022/03/16/10733319/topic-page-ukraine
Click to expand...
dont forget wheat and vegetable oil.

I bought a bunch of pasta and olive oil.
 
reagansghost said:
hey boy I just saw a great story on France24, seems the Zalensky freedom fighters are stripping that captured junk Russian armor (over 400 MBT's and 1200 APC's) of their heavy machine guns and ammo, cutting down the stock and barrels, great for both defensive positions and counterattacks?.....great news, right?
Click to expand...

"Seems".
 
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