Possible scenario
Energy Infrastructure Hit
30%
−1.7%
Houthis exploit the threat window to attack Saudi oil infrastructure again, putting crude supply security back at the center of the market reaction. The key uncertainty is whether the damage is quickly repaired or causes measurable export losses.
What it moves
- Energy+4.1%
- Consumer Services−3.1%
- Riskier companies' borrowing costs
- Market volatility
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