Possible scenario
Hormuz Energy Shock
21%
−2.6%
The strike on Al Mayeda becomes the first confirmed LNG-sector hit in a broader campaign that meaningfully disrupts Gulf exports. This scenario does not require a formal closure of Hormuz; a pause by charterers, insurers, or terminal operators would be enough to cause a sharp short-term energy-price reaction.
What it moves
- Energy+5.3%
- Consumer Services−4.3%
- Riskier companies' borrowing costs
- Market volatility
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