Possible scenario
India Absorbs Costs
38% Chance
Indian refiners continue buying Russian Urals because the crude remains economically attractive after discounts, even with freight at record levels. Moscow and traders absorb part of the freight increase through wider delivered-price discounts, keeping volumes broadly stable.
Initial impacts
- Oil prices Up
Secondary impacts
- Energy +0.5%
- Consumer Cyclicals -0.1%
Tickers
- FRO+1.2%
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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