Possible scenario
UAE LNG Expansion
25% Chance
ADNOC uses the Thailand deal as proof of demand for its broader LNG buildout, including Ruwais LNG. Additional Asian utilities and trading houses sign supply agreements, reinforcing the UAE's role as a flexible Gulf LNG supplier.
Initial impacts
- Riskier companies' borrowing costs Down
- Oil prices Up
Secondary impacts
- Energy +0.7%
Tickers
- TTE+0.6%
Portfolio impact
S&P 500+0.1%
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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