Possible scenario
Sustained Refinery Campaign
30%
0.0%
Ukraine continues targeting Russian refining and petrochemical assets after repeated Omsk-related strikes. The cumulative pressure forces Russia to divert air defenses and repair crews across a wider industrial footprint.
What it moves
- Energy+0.6%
- Non-Energy Materials+0.4%
- Market volatility
- Oil prices
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.