Possible scenario
Commercial Terms Decide
20% Chance
Even with faster permits, Pacific Link requires long-term shipping commitments and credible Asian offtake to justify a multibillion-dollar build. The decisive variable becomes whether oil sands producers and Asian refiners accept the tariff structure and crude-quality terms.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +0.4%
- Non-Energy Materials -0.1%
- Industrials +0.1%
Tickers
- +1.4%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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