Possible scenario
Energy De-Escalation Deal
13%
+0.5%
The refinery pause becomes the basis for a narrower energy-infrastructure understanding, likely mediated by the United States with Turkish or Gulf participation. This does not end the war, but it reduces the immediate risk of oil-product disruption.
What it moves
- Energy−2.3%
- Consumer Services+1.3%
- Market volatility
- Riskier companies' borrowing costs
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