Possible scenario
Regional Supply Spillover
10%
−1.6%
A lower-probability but high-impact path is that Houthi attacks expand from symbolic strikes on Riyadh toward oil infrastructure, shipping routes, or Gulf logistics. Even limited damage would increase the geopolitical risk premium because Saudi Arabia remains central to global spare oil capacity.
What it moves
- Energy+2.6%
- Consumer Services−2.3%
- Riskier companies' borrowing costs
- Market volatility
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