Possible scenario
Measured Drilling Recovery
45% Chance
The most likely path is a gradual continuation of the rig rebound, with operators adding rigs selectively rather than launching an aggressive drilling cycle. Oil-directed activity improves first, while gas basins remain constrained by still-cautious Henry Hub pricing and capital discipline.
Initial impacts
- Oil prices Down
Secondary impacts
- Energy +0.5%
- Industrials +0.1%
Tickers
- HAL+0.8%
- +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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