Possible scenario
Europe Remains Insulated
20% Chance
Europe's post-2022 diversification continues to blunt the market impact of Gazprom's higher output. Norwegian pipeline gas, LNG imports, storage discipline, and renewables keep the EU from returning to large-scale Russian pipeline purchases.
Initial impacts
- Oil prices Down
Secondary impacts
- Utilities +0.1%
Tickers
- LNG+0.4%
- TTE+0.1%
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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