Major Energy Disruption
−2.6%
A successful strike causes visible damage to core Saudi or Gulf energy infrastructure, moving the crisis from threats to a material supply shock. This resembles the 2019 Abqaiq shock more than a routine geopolitical headline, with a sharp oil move and a broader flight to safety.
What it moves
- Consumer Services−5.1%
- Energy+4.7%
- Riskier companies' borrowing costs
- Market volatility
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