Partial Grid Restoration

its chance, of the story’s futures

0.0%on the S&P 500, if it happens

Repair crews restore part of the damaged thermal fleet, but Ukraine remains short of dispatchable capacity after repeated strikes on generation and substations. Rolling outages continue in major cities, with imports from Poland, Slovakia, Romania and Hungary used to stabilize evening peak demand.

What it moves

10-year Treasury yield▼ down
Market volatility▲ up

Sectors in percent; other series by direction only.

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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