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Industry sensitivities
Ten consuming industries. A fixed editorial sensitivity baseline dated 1 April 2026: comparative labels, drivers, and feedstock exposure. It is not a live sector-health feed.
Baseline labels
These labels rank the April editorial sensitivity baseline; they do not describe a current distribution of industry stress.
High
Editorial sensitivity category
Stressed
Editorial sensitivity category
Watch
Editorial sensitivity category
Calm
Editorial sensitivity category
Feedstock cross-impact
Products that feed two or more industries - a price move in these affects multiple sectors simultaneously.
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Baseline label
Feedstock
Crude-product spreads and refinery operations are key sensitivities
Refining: margins depend on the crude slate, product demand, and operational reliability.
Sensitivity drivers
Feedstocks
CrudeATF costs and fare pass-through are key sensitivities
Aviation: fuel exposure depends on ATF, routes, hedging, and fares.
Sensitivity drivers
Feedstocks
ATFLNG import costs and urea margins are key sensitivities
Fertiliser: gas and LNG costs can widen the subsidy and margin exposure.
Sensitivity drivers
Naphtha costs and global polymer supply are key sensitivities
Petrochem: feedstock-product spreads can narrow when supply is ample.
Sensitivity drivers
Bunker costs and route availability are key sensitivities
Shipping: fuel, insurance, and rerouting can alter voyage economics.
Sensitivity drivers
LPG, petrol, and public support are key sensitivities
Households experience energy costs differently by fuel access, travel, and support coverage.
Sensitivity drivers
Process-fuel costs and supply continuity are key sensitivities
Manufacturing: energy exposure differs by technology, contracts, and fuel substitution.
Sensitivity drivers
Gas allocation and merit-order competitiveness are key sensitivities
Gas power: dispatch economics depend on fuel availability and competing generation.
Sensitivity drivers
Diesel, fertiliser, and irrigation costs are key sensitivities
Agriculture: energy exposure varies by crop, water access, and mechanisation.
Sensitivity drivers
Diesel and petrol costs are key sensitivities
Road transport: fuel changes can affect contracts, margins, and household mobility.
Sensitivity drivers