Possible scenario
Infrastructure Becomes Key
18% Chance
With crude production already near a record, investors increasingly focus on whether associated gas takeaway, processing, and NGL infrastructure can keep pace. Announced Permian gas pipeline projects become more important for sustaining crude growth into 2027.
Initial impacts
- Oil prices Down
Secondary impacts
- Energy +0.2%
Tickers
- KMI+1.3%
- EPD+0.7%
- -0.3%
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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