Possible scenario
India Corridor Expands
45% Chance
The most likely outcome is that India continues taking Venezuelan barrels as a substitute for reduced Russian crude volumes and as U.S.-managed sales provide legal cover. Reliance Industries, Indian Oil, and other refiners use discounted heavy crude to protect margins while Venezuela rebuilds export reliability.
Initial impacts
- Oil prices Down
Tickers
- CVX+0.9%
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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