Possible scenario
Delay Passes Smoothly
50% Chance
The Commission proposal is adopted with limited changes by the Council and European Parliament. This is the most likely path because the delay was already signaled and follows U.S. pressure to avoid disrupting LNG trade.
Secondary impacts
- Energy +0.8%
- Utilities +0.6%
- Non-Energy Materials +0.2%
- Industrials +0.1%
Tickers
- LNG+1.6%
- TTE+0.7%
- +0.4%
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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