Possible scenario
Partial November Recovery
25% Chance
Repairs at damaged Qatari LNG facilities progress faster than the latest force majeure notice implies. QatarEnergy restores part of the lost capacity before month-end, allowing some cargoes to Pakistan and Bangladesh to be rescheduled rather than permanently canceled.
Initial impacts
- Market volatility Down
- Oil prices Down
Secondary impacts
- Utilities +0.4%
- Energy -0.3%
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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