Prolonged Export Disruption

The strike causes a longer disruption to the East-West Pipeline, limiting Saudi Arabia’s ability to bypass the Strait of Hormuz and move crude to Yanbu on the Red Sea. This path would be materially more important for energy markets because the pipeline is a strategic export artery, not a local facility.

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