Possible scenario
Domestic Demand Crowds Out
25% Chance
A hotter summer and rising local power demand reduce the gas available for liquefaction. This fits the IEA warning that heat-driven electricity consumption is becoming a larger constraint on exporters with subsidized domestic gas markets.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +0.5%
- Utilities -0.4%
Tickers
- LNG+0.5%
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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