Possible scenario
Ukraine Diversifies Satcom
25% Chance
Ukraine and its backers decide that reliance on SpaceX creates too much operational and political risk. They do not abandon Starshield immediately, but they seek redundant satellite links for drones, command posts and mobile units.
Secondary impacts
- Telecommunications +0.1%
- Industrials +0.1%
- Technology +0.1%
Tickers
- VSAT+1.2%
- SPCX-0.1%
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.
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.