Grid Attrition Continues

its chance, of the story’s futures

−0.5%on the S&P 500, if it happens

Russia continues a sustained missile-drone campaign against Ukrainian generation and substations, prioritizing the Kyiv, Dnipro, Kharkiv and Odesa regions. Ukraine avoids a nationwide grid collapse, but rolling outages deepen as repair crews struggle to restore capacity between strikes.

What it moves

Utilities−0.7%
Industrials+0.3%
Market volatility▲ up
10-year Treasury yield▼ down

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Keeping an eye on this scenario?