Possible scenario
Asia Diversion Discount
20% Chance
Turkey takes only limited volumes, forcing Novatek to redirect more LNG to Asian and Middle Eastern buyers. Russian cargoes clear the market, but only with discounts, longer voyages and more complex shipping arrangements.
Initial impacts
- Oil prices Down
Secondary impacts
- Non-Energy Materials +0.1%
- Energy -0.1%
Tickers
- DLNG+0.5%
- LNG+0.1%
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.
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