Possible scenario
Supply Relief Arrives
20% Chance
The latest wholesale records prove temporary as refinery output recovers and cargoes are rerouted into the West Coast. Prices remain high versus historical norms, but the acute squeeze eases quickly enough to prevent a broader logistics shock.
Initial impacts
- Oil prices Down
Secondary impacts
- Energy -0.7%
- Industrials +0.3%
Tickers
- PBF-1.0%
- -0.8%
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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