Possible scenario
Texas Remains Central
27% Chance
Seoul preserves its earlier Texas gas commitment and treats Alaska LNG as an additional option rather than the main channel for the $200 billion package. This outcome is plausible because Gulf Coast projects generally have shorter timelines, existing infrastructure, and lower execution risk than Alaska.
Secondary impacts
- Industrials +0.6%
- Energy +0.6%
- Non-Energy Materials +0.1%
Tickers
- NEXT+1.0%
- LNG+0.7%
- SRE+0.6%
- +0.2%
Portfolio impact
S&P 500+0.1%
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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