Possible scenario
Investment Advances Smoothly
46% Chance
TotalEnergies moves from headline commitment toward permitting, contracting, and staged capital deployment in Vaca Muerta shale and LNG infrastructure. Milei's liberalization agenda remains intact enough for investors to treat the deal as a validation of Argentina's energy opening.
Secondary impacts
- Energy +0.6%
- Industrials +0.1%
- Finance +0.1%
Tickers
- TTE+1.1%
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.
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.