Possible scenario
Gas Security Pivot
18% Chance
Gas shortages and the 2026 LNG regasification push steer the revival toward natural gas rather than crude oil. Ecopetrol's immediate priority becomes domestic supply reliability through offshore gas, regasification access and partnerships with Colombia-exposed gas producers.
Secondary impacts
- Energy +0.1%
Tickers
- CNE+3.1%
Portfolio impact
S&P 500+0.0%
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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