Possible scenario
Ceasefire Track Revives
15%
+0.4%
Saudi Arabia uses the Ras Tanura disruption to press Oman, the UN, and Washington for a de-escalation package that protects energy infrastructure. The Houthis may accept a limited pause if it preserves leverage while avoiding harsher Saudi retaliation.
What it moves
- Consumer Services+0.6%
- Energy−0.6%
- Riskier companies' borrowing costs
- Market volatility
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