Possible scenario
Legal Stalemate
−0.2%
The proposal becomes bogged down in sanctions law, contract disputes and disagreement over who controls the funds. This is a plausible outcome because Russian gas now touches multiple unresolved issues: frozen assets, Ukraine compensation, transit rights and EU sanctions unanimity.
What it moves
- Utilities−0.5%
- Non-Energy Materials−0.4%
- Market volatility
- Riskier companies' borrowing costs
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