Possible scenario
Repairs Slip Again
25% Chance
Engineering work at Ras Laffan takes longer than expected, keeping Qatar's effective LNG capacity below normal into the winter. The market prices a longer period of lost Qatari supply, especially for Europe and Northeast Asia.
Initial impacts
- Oil prices Up
- Market volatility Up
Secondary impacts
- Energy +2.8%
- Utilities -2.8%
- Non-Energy Materials -2.0%
- Industrials -1.4%
Portfolio impact
S&P 500-0.2%
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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