Question 1

Сценарий A: Escalation?

Accepted Answer

Scenario Analysis Scenario A (Escalation) — 50% * Chain: Iran-US tensions escalate into direct military conflict, leading to heightened regional instability and increased global political uncertainty. International sanctions on Iran's oil exports are intensified, causing a sharp spike in global energy prices. * Confirmation indicators: A significant increase in US military presence in the region, followed by publicly announced threats of military action from both sides of the conflict. * Time horizon: 14-21 days Scenario B (Status Quo) — 38% * Chain: The current geopolitical tensions remain unresolved, with a focus on diplomatic efforts to de-escalate the situation. Global airlines continue to adapt by adjusting routes and optimizing fuel usage. * Confirmation indicators: Continued negotiations between Iran and Western powers, with no significant (68% model probability, not a guarantee)

Question 2

Сценарий B: Status Quo?

Accepted Answer

Scenario Analysis Scenario A (Escalation) — 50% * Chain: Iran-US tensions escalate into direct military conflict, leading to heightened regional instability and increased global political uncertainty. International sanctions on Iran's oil exports are intensified, causing a sharp spike in global energy prices. * Confirmation indicators: A significant increase in US military presence in the region, followed by publicly announced threats of military action from both sides of the conflict. * Time horizon: 14-21 days Scenario B (Status Quo) — 38% * Chain: The current geopolitical tensions remain unresolved, with a focus on diplomatic efforts to de-escalate the situation. Global airlines continue to adapt by adjusting routes and optimizing fuel usage. * Confirmation indicators: Continued negotiations between Iran and Western powers, with no significant (24% model probability, not a guarantee)

Question 3

Сценарий C: De-escalation?

Accepted Answer

Scenario Analysis Scenario A (Escalation) — 50% * Chain: Iran-US tensions escalate into direct military conflict, leading to heightened regional instability and increased global political uncertainty. International sanctions on Iran's oil exports are intensified, causing a sharp spike in global energy prices. * Confirmation indicators: A significant increase in US military presence in the region, followed by publicly announced threats of military action from both sides of the conflict. * Time horizon: 14-21 days Scenario B (Status Quo) — 38% * Chain: The current geopolitical tensions remain unresolved, with a focus on diplomatic efforts to de-escalate the situation. Global airlines continue to adapt by adjusting routes and optimizing fuel usage. * Confirmation indicators: Continued negotiations between Iran and Western powers, with no significant (9% model probability, not a guarantee)

Мировые авиакомпании снизили прогноз прибыли на 2026 год из-за топливного шока из-за войны в Иране

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