Possible scenario
Defenses Stabilize Supply
+0.4%
Ukraine improves interception rates around key substations and generation nodes, helped by better radar cueing, mobile fire groups and additional Western interceptors. Blackouts persist, but the pace of new damage slows enough for grid operators to restore service in major cities.
What it moves
- Utilities+0.4%
- Industrials+0.4%
- Riskier companies' borrowing costs
- Market volatility
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