Prolonged Bypass Disruption

The attack disables more critical equipment than expected, forcing Saudi Arabia to rely more heavily on Gulf export terminals and the Strait of Hormuz. Because the pipeline was only recently restarted after an earlier drone strike, traders infer that Houthi targeting of Saudi energy infrastructure is becoming persistent.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.