Possible scenario
Slow Partial Implementation
30% Chance
The agreement survives politically but moves slowly because field services, financing, insurance and crude marketing arrangements are difficult to finalize under remaining compliance constraints. Output rises, but well below the advertised 300,000 barrels a day over the near term.
Initial impacts
- Oil prices Down
Tickers
- CVX+0.6%
- SLB-0.1%
- HAL-0.1%
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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