Possible scenario
Route Approvals Delayed
20% Chance
Iran uses its September approval requirement to slow or condition new data-cable routes through waters it claims near Hormuz. Existing internet traffic continues, but new cloud-connectivity and capacity projects face higher legal, insurance and route-planning costs.
Secondary impacts
- Telecommunications -1.4%
- Technology -0.9%
Tickers
- META-1.2%
- GOOGL-1.0%
Portfolio impact
S&P 500-0.4%
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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