Managed Freight Shock

OPEC producers, insurers and major buyers treat the freight surge as a serious but manageable logistics shock rather than a full supply disruption. ADNOC’s Hormuz-bypassing capacity, higher war-risk deductibles and selective rerouting keep physical barrels moving, although delivered crude remains expensive.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.