Deal Signed Soon

45%its chance, of the story’s futures

0.0%on the S&P 500, if it happens

Iran and Russia finalize a gas exchange framework around President Masoud Pezeshkian’s Moscow visit, building on the June 2024 gas-delivery framework and October 2026 acceleration talks. The agreement is likely to prioritize short-term winter supply relief for northern Iran while leaving larger infrastructure and financing issues for later negotiation.

What it moves

Energy+0.5%
Utilities+0.2%
Industrials+0.1%
Oil prices▼ down

Sectors in percent; other series by direction only.

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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