Possible scenario
Regional Supply Normalizes
25% Chance
Israeli pipeline deliveries and partial Egyptian field stabilization reduce the need for record LNG imports. The 2025 Israel-Egypt gas deal becomes the main bridge until Zohr output restoration arrives in 2027.
Initial impacts
- Oil prices Down
Secondary impacts
- Utilities +0.4%
- Energy -0.3%
Tickers
- LNG-0.9%
- -0.7%
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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