Possible scenario
Satellite Cloud Pivot
25% Chance
Kyiv responds by accelerating a shift away from vulnerable domestic data centers toward satellite communications, hardened mobile routing, and foreign-hosted cloud infrastructure. The outcome strengthens resilience but increases Ukraine’s dependence on Western private technology providers.
Secondary impacts
- Technology +0.5%
- Telecommunications +0.3%
- Industrials +0.2%
- Business Services +0.1%
Tickers
- SPCX+2.1%
- VSAT+1.3%
- +0.8%
Portfolio impact
S&P 500+0.2%
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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