← Каталог сценариев
geopolitical··severity 8

ОПЕК+ и руководители авиационной отрасли обсуждают последствия войны с Ираном на дуэльных конференциях

Семь стран ОПЕК+ проводят свои ежемесячные встречи, в то время как руководители авиакомпаний собираются на свою ежегодную конференцию, обе из которых освещают последствия продолжающегося конфликта на Ближнем Востоке. Соведущая программы наблюдения Bloomberg Лиза Абрамович и корреспондент Bloomberg News на Ближнем Востоке Абир Абу Омар присоединяются к Дэвиду Гура и Кристине Руффини в программе Bloomberg This Weekend, чтобы обсудить информацию, полученную в результате этих двух событий. (Источник: Блумберг)

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation) — 50%** * **Chain:** Tensions escalate following OPEC+ meeting. Iran accuses other members of bias in energy policies and threatens retaliation. This leads to increased military activity along the border, potentially including drone attacks or limited-scale air strikes. * **Confirmation indicators:** Increased rhetoric from Iranian officials, increased military presence on both sides of the border, and a surge in regional tensions as evidenced by diplomatic channels being cut off. * **Time horizon:** 10 days to 2 weeks **Scenario B (Status Quo) — 38%** * **Chain:** OPEC+ members continue their monthly meeting while airline executives address the conflict's impact on travel and logistics. The focus remains on mitigating short-term disruptions, with discussions on alternative routes and supply chain adjustments. * **Confirmation ind

Индикаторы подтверждения: ** Increased rhetoric from Iranian officials, increased military presence on both sides of the border, and a surge in regional tensions as evidenced by diplomatic channels being cut off., * **Time horizon:** 10 days to 2 weeks
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation) — 50%** * **Chain:** Tensions escalate following OPEC+ meeting. Iran accuses other members of bias in energy policies and threatens retaliation. This leads to increased military activity along the border, potentially including drone attacks or limited-scale air strikes. * **Confirmation indicators:** Increased rhetoric from Iranian officials, increased military presence on both sides of the border, and a surge in regional tensions as evidenced by diplomatic channels being cut off. * **Time horizon:** 10 days to 2 weeks **Scenario B (Status Quo) — 38%** * **Chain:** OPEC+ members continue their monthly meeting while airline executives address the conflict's impact on travel and logistics. The focus remains on mitigating short-term disruptions, with discussions on alternative routes and supply chain adjustments. * **Confirmation ind

Индикаторы подтверждения: ** Increased rhetoric from Iranian officials, increased military presence on both sides of the border, and a surge in regional tensions as evidenced by diplomatic channels being cut off., * **Time horizon:** 10 days to 2 weeks
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation) — 50%** * **Chain:** Tensions escalate following OPEC+ meeting. Iran accuses other members of bias in energy policies and threatens retaliation. This leads to increased military activity along the border, potentially including drone attacks or limited-scale air strikes. * **Confirmation indicators:** Increased rhetoric from Iranian officials, increased military presence on both sides of the border, and a surge in regional tensions as evidenced by diplomatic channels being cut off. * **Time horizon:** 10 days to 2 weeks **Scenario B (Status Quo) — 38%** * **Chain:** OPEC+ members continue their monthly meeting while airline executives address the conflict's impact on travel and logistics. The focus remains on mitigating short-term disruptions, with discussions on alternative routes and supply chain adjustments. * **Confirmation ind

Индикаторы подтверждения: ** Increased rhetoric from Iranian officials, increased military presence on both sides of the border, and a surge in regional tensions as evidenced by diplomatic channels being cut off., * **Time horizon:** 10 days to 2 weeks

Первичный источник: Bloomberg Markets

Хотите получать такие сценарии в email или Telegram до публикации в каталоге?

Тарифы и подписки →