Possible scenario
India Rewires Supply
45% Chance
Indian buyers treat Qatar's collapse in market share as more than a temporary scheduling problem and diversify winter supply away from QatarEnergy. Oman, the UAE and spot suppliers gain share because Qatar's force majeure and tanker constraints remain unresolved.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +0.4%
- Utilities -0.4%
- Non-Energy Materials -0.1%
- Industrials -0.1%
Tickers
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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