Possible scenario
Sustained Houthi Campaign
−1.1%
The Houthis use the Ras Tanura claim to signal that Saudi oil infrastructure remains vulnerable despite the Iran-brokered ceasefire offer. Riyadh increases air defenses around Ras Tanura, Yanbu, Abqaiq, and airports, while traders price a higher probability of repeated attacks.
What it moves
- Energy+2.9%
- Consumer Cyclicals−1.6%
- Riskier companies' borrowing costs
- Market volatility
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