Possible scenario
Europe Pulls Cargoes
40% Chance
Europe uses its price premium and urgent storage needs to draw additional Atlantic Basin LNG cargoes away from Asia. The two tanker diversions become an early sign that US cargo flexibility can partly offset Qatari supply disruptions before winter.
Initial impacts
- Oil prices Down
Secondary impacts
- Energy +0.6%
- Utilities +0.6%
- Non-Energy Materials +0.4%
- Industrials +0.3%
Tickers
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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