Possible scenario
Partial Workaround Campaign
27%
−0.1%
Ukraine formally pauses refinery attacks but redirects drones toward oil-storage sites, export terminals, pipelines, and logistics nodes. This satisfies the letter of Washington’s demand while keeping pressure on Russia’s energy system.
What it moves
- Industrials+0.4%
- Energy+0.2%
- Market volatility
- Oil prices
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.