Possible scenario
Regional Waivers Expand
42% Chance
Oklahoma's move is followed by federal or neighboring-state clarification that allows broader on-road use of dyed diesel while refinery outages persist. The most likely path is a temporary, compliance-focused waiver rather than a permanent fuel-tax change.
Secondary impacts
- Industrials +0.6%
- Energy -0.3%
- Consumer Non-Cyclicals +0.2%
- Consumer Cyclicals +0.1%
Tickers
- JBHT+1.1%
- ODFL+0.6%
- +0.3%
Portfolio impact
S&P 500+0.1%
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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