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geopolitical··severity 9

Нефть подскочила, поскольку нападения Ирана на Израиль поставили под угрозу прекращение огня

Нефть подскочила после того, как Иран выпустил несколько ракет по Израилю, угрожая хрупкому прекращению огня, поскольку переговоры о прекращении войны застопорились.

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Iran's missile strikes on Israel trigger retaliatory actions from Israel and potentially other regional powers. This escalation could lead to a wider conflict, including increased military mobilization in the Middle East and heightened tensions between major players like Saudi Arabia and Iran. * **Confirmation indicators:** Israel announces an increase in military presence near Iranian borders within 24 hours, followed by a statement from the UN Security Council condemning Iran's actions. * **Time horizon:** Escalation could reach peak intensity within 7-10 days, with potential for sustained conflict lasting weeks to months. **Scenario B (Status Quo): 38%** * **Baseline:** Negotiations between Israel and Iran continue, albeit at a slower pace, with limited progress on the ceasefire agreement. The threat of escalati

Индикаторы подтверждения: ** Israel announces an increase in military presence near Iranian borders within 24 hours, followed by a statement from the UN Security Council condemning Iran's actions., * **Time horizon:** Escalation could reach peak intensity within 7, 10 days, with potential for sustained conflict lasting weeks to months.
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Iran's missile strikes on Israel trigger retaliatory actions from Israel and potentially other regional powers. This escalation could lead to a wider conflict, including increased military mobilization in the Middle East and heightened tensions between major players like Saudi Arabia and Iran. * **Confirmation indicators:** Israel announces an increase in military presence near Iranian borders within 24 hours, followed by a statement from the UN Security Council condemning Iran's actions. * **Time horizon:** Escalation could reach peak intensity within 7-10 days, with potential for sustained conflict lasting weeks to months. **Scenario B (Status Quo): 38%** * **Baseline:** Negotiations between Israel and Iran continue, albeit at a slower pace, with limited progress on the ceasefire agreement. The threat of escalati

Индикаторы подтверждения: ** Israel announces an increase in military presence near Iranian borders within 24 hours, followed by a statement from the UN Security Council condemning Iran's actions., * **Time horizon:** Escalation could reach peak intensity within 7, 10 days, with potential for sustained conflict lasting weeks to months.
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Iran's missile strikes on Israel trigger retaliatory actions from Israel and potentially other regional powers. This escalation could lead to a wider conflict, including increased military mobilization in the Middle East and heightened tensions between major players like Saudi Arabia and Iran. * **Confirmation indicators:** Israel announces an increase in military presence near Iranian borders within 24 hours, followed by a statement from the UN Security Council condemning Iran's actions. * **Time horizon:** Escalation could reach peak intensity within 7-10 days, with potential for sustained conflict lasting weeks to months. **Scenario B (Status Quo): 38%** * **Baseline:** Negotiations between Israel and Iran continue, albeit at a slower pace, with limited progress on the ceasefire agreement. The threat of escalati

Индикаторы подтверждения: ** Israel announces an increase in military presence near Iranian borders within 24 hours, followed by a statement from the UN Security Council condemning Iran's actions., * **Time horizon:** Escalation could reach peak intensity within 7, 10 days, with potential for sustained conflict lasting weeks to months.

Первичный источник: Bloomberg Markets

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