Possible scenario
Phase 2 Approved
50% Chance
Shell, Petronas, PetroChina, Mitsubishi and KOGAS reach a final investment decision soon for the full Phase 2 expansion at Kitimat. This is the base case because the project already has Phase 1 operating, Asian offtake demand remains strong, and Ottawa has recently backed energy infrastructure.
Secondary impacts
- Energy +1.0%
- Industrials +0.3%
- Non-Energy Materials +0.2%
Tickers
- TRP+1.6%
Portfolio impact
S&P 500+0.1%
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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