Possible scenario
Project Moves Ahead
45% Chance
South Korea and the Trump administration translate the first-project announcement into binding financing, offtake, and procurement terms. This is the base case because both governments have already invested political capital in the $350 billion package and the Texas gas project offers a visible early win.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +1.0%
- Industrials +0.7%
- Non-Energy Materials +0.4%
Tickers
- NEXT+5.1%
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.
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