Managed Oil Transition

Pezeshkian contains the fallout from Mohsen Paknejad's resignation by keeping Bovard in place as acting oil minister while the government preserves existing sanctioned-sales channels. This is the most likely outcome because Tehran needs continuity after the reported blockade and cannot afford a prolonged vacuum in the oil portfolio.

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