Possible scenario
Outage Extends Again
20% Chance
Qatar's damaged gas infrastructure and constrained tanker fleet prevent a meaningful recovery in exports. India remains under-supplied from its traditional Qatari contract base, keeping Asian LNG prices firm through winter.
Initial impacts
- Oil prices Up
Secondary impacts
- Utilities -1.1%
- Energy +0.9%
- Non-Energy Materials -0.4%
- Industrials -0.3%
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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