Possible scenario
Sustained Houthi Campaign
−0.8%
The Houthis continue attacks over several days, seeking to demonstrate that Saudi economic infrastructure remains vulnerable. This would raise the risk premium in crude markets and pressure Saudi travel and logistics, even if the damage remains below the scale of the 2019 Abqaiq disruption.
What it moves
- Energy+2.0%
- Consumer Services−1.7%
- Riskier companies' borrowing costs
- Market volatility
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