Possible scenario
Wider Gulf Disruption
10%
−2.4%
A lower-probability but high-impact scenario is that attacks expand from refinery units to export terminals or other critical Saudi processing facilities. That would shift the event from an isolated outage to a broader energy-security shock affecting crude exports, tanker routes, and risk assets.
What it moves
- Energy+3.8%
- Consumer Services−2.8%
- Riskier companies' borrowing costs
- Market volatility
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.