Possible scenario
Bottlenecks Cap Supply
20% Chance
Record oil output increases associated natural gas volumes and tests Permian takeaway capacity. Infrastructure, export docks, and refinery demand become more important than drilling activity in determining whether output can keep rising.
Initial impacts
- Oil prices Down
Secondary impacts
- Energy +0.1%
- Industrials +0.1%
Tickers
- KMI+1.0%
- +0.6%
Portfolio impact
S&P 500+0.0%
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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