Managed Grid Damage

Russia continues targeting generation and substations, but Ukrainian air defenses, emergency repairs, and imports from the ENTSO-E grid prevent a national grid collapse. Rolling blackouts intensify through October, especially in Kharkiv, Dnipro, Odesa, and frontline regions, but Kyiv keeps critical infrastructure operating.

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