Possible scenario
Supply Reasserts Itself
30% Chance
The market looks past the latest storage miss as Permian associated gas and Haynesville supply keep flowing into the shoulder-season market. A larger subsequent storage build would suggest the 67 Bcf figure was a temporary fluctuation rather than a durable tightening signal.
Secondary impacts
- Energy -0.6%
- Utilities +0.3%
Tickers
- AR-2.2%
- EQT-1.8%
- EXE-1.8%
- LNG+0.5%
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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