Possible scenario
Limited Cable Sabotage
−1.5%
At least one subsea cable is damaged in a way that operators and Western governments view as likely sabotage. Redundancy limits the economic damage, but the incident would validate prior IRGC threats and raise Gulf infrastructure risk premiums.
What it moves
- Telecommunications−4.0%
- Energy+2.5%
- Riskier companies' borrowing costs
- Market volatility
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