Possible scenario
Access Stalls Again
25%
−0.1%
The staging site is reached, but practical access to Oleshky remains constrained by inspection disputes, mine risks, and competing Russian and Ukrainian security demands. The ceasefire technically survives, yet the humanitarian operation delivers far less than planned.
What it moves
- Market volatility
- Riskier companies' borrowing costs
Keeping an eye on this scenario?
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