Possible scenario
Fuel Additive Squeeze
25%
−0.1%
Repeated Ukrainian strikes on Omsk fuel-chemical infrastructure could tighten Russian gasoline-blending components after earlier diesel supply losses. This would reinforce export controls and raise modest near-term risk premiums in refined-product and chemical markets.
What it moves
- Energy+1.0%
- Non-Energy Materials−0.8%
- Oil prices
- Market volatility
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.