Possible scenario
Managed Recovery Continues
30% Chance
Iran continues rebuilding damaged energy infrastructure under the ceasefire, but no comprehensive sanctions agreement is reached. Halliburton's forecast remains supported by broader Middle East service demand, yet direct access to Iranian assets stays constrained.
Secondary impacts
- Energy +0.3%
Tickers
- HAL+2.2%
- SLB+1.6%
- BKR+1.3%
Portfolio impact
S&P 500+0.0%
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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