Scenarios that move SLB

SLB Limited Common Shares

Scenarios that move SLB: 96 analyses, 54 positive, 42 negative.

  1. · Iranian Guards say two tankers hit mines in Hormuz — ▲ · impact +60 · confidence low · horizon weeks
  2. · PetroChina set for record trading profit as war upends markets — ▲ · impact +55 · confidence medium · horizon weeks
  3. · ◇ What if… US confirms extraterrestrial life exists before 2027 — ▼ · impact -55 · confidence low · horizon quarters
  4. · Trump waives many Russia-related sanctions and tariffs under new law — ▲ · impact +62 · confidence low · horizon quarters
  5. · ◇ What if… Iran agrees to surrender enriched uranium stockpile by December 31, 2026 — ▼ · impact -56 · confidence medium · horizon quarters
  6. · ◇ What if… Iran and Oman fail to reach a Hormuz agreement — ▲ · impact +55 · confidence low · horizon weeks
  7. · ◇ What if… Benjamin Netanyahu leaves Israel's premiership before 2027 — ▼ · impact -28 · confidence low · horizon quarters
  8. · Iran’s precision strikes damage Gulf infrastructure and blunt US war plans — ▼ · impact -62 · confidence low · horizon quarters
  9. · TotalEnergies flags quarterly profit surge as Iran war lifts energy prices — ▲ · impact +60 · confidence low · horizon weeks
  10. · US consumer prices accelerate in September as gasoline costs rise — ▲ · impact +50 · confidence low · horizon quarters
  11. · ◇ What if… Iran and Oman reach Hormuz agreement by October 31 — ▼ · impact -50 · confidence low · horizon quarters
  12. · Greg Abel expands Berkshire Hathaway's Occidental Petroleum stake — ▲ · impact +35 · confidence low · horizon weeks
  13. · US blockade keeps Iranian crude exports at zero in October — ▲ · impact +52 · confidence medium · horizon quarters
  14. · Saudi Arabia leads OPEC+ output increase despite Iran war — ▼ · impact -49 · confidence medium · horizon quarters
  15. · ◇ What if… Iran reaches Hormuz agreement as Republicans win Senate — ▲ · impact +48 · confidence low · horizon quarters
  16. · Saudi Arabia faces new missile and drone attacks — ▼ · impact -44 · confidence low · horizon quarters
  17. · Airlines cancel Saudi flights after Riyadh airport attacks — ▼ · impact -43 · confidence low · horizon quarters
  18. · India's September inflation nears RBI tolerance ceiling — ▲ · impact +46 · confidence low · horizon quarters
  19. · ◇ What if… Houthis launch military action against Saudi Arabia on October 15 — ▲ · impact +53 · confidence medium · horizon weeks
  20. · ◇ What if… Iran reaches Hormuz agreement as Democrats win Senate — ▼ · impact -55 · confidence high · horizon weeks
  21. · US military disables cargo vessel breaching Iran blockade — ▲ · impact +49 · confidence low · horizon quarters
  22. · Three Saudi nationals killed in Riyadh airport attacks — ▲ · impact +30 · confidence low · horizon quarters
  23. · Global stocks and Treasuries fall as Brent tops $102 — ▲ · impact +67 · confidence medium · horizon weeks
  24. · ◇ What if… US and Iran ceasefire continues through October 15 — ▼ · impact -55 · confidence low · horizon weeks
  25. · Oil tanker transits through Hormuz fall to two-month low — ▲ · impact +38 · confidence low · horizon quarters
  26. · IEA says it will accelerate oil reserve release — ▼ · impact -55 · confidence high · horizon quarters
  27. · Iran official says illegal Strait of Hormuz routes will soon be blocked — ▲ · impact +55 · confidence medium · horizon weeks
  28. · EU envoys set to approve major new Russia sanctions — ▼ · impact -44 · confidence medium · horizon weeks
  29. · US EIA hikes oil price forecasts as Iran war drains stockpiles — ▲ · impact +63 · confidence high · horizon quarters
  30. · S&P 500 hits record high as nuclear stocks surge — ▼ · impact -52 · confidence low · horizon weeks
  31. · ◇ What if… Crude oil reaches $150 a barrel — ▲ · impact +76 · confidence high · horizon quarters
  32. · Petrobras stock rises 11.5% in trading — ▲ · impact +51 · confidence medium · horizon weeks
  33. · ◇ What if… Democrats win South Carolina Senate race in 2026 — ▼ · impact -45 · confidence low · horizon quarters
  34. · Cenovus Energy agrees to acquire Athabasca Oil — ▲ · impact +48 · confidence low · horizon quarters
  35. · ◇ What if… Republicans win Texas Senate race in 2026 — ▲ · impact +61 · confidence low · horizon quarters
  36. · ◇ What if… Democrats win Texas Senate race in 2026 — ▼ · impact -50 · confidence low · horizon quarters
  37. · OPEC+ delays oil capacity review as Iran war disrupts plans — ▲ · impact +48 · confidence medium · horizon weeks
  38. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by October 15 — ▼ · impact -43 · confidence medium · horizon weeks
  39. · YPF's $24 billion Argentina LNG project gains US financing — ▲ · impact +35 · confidence medium · horizon quarters
  40. · ◇ What if… US announces end of Iranian blockade by October 15 — ▼ · impact -56 · confidence medium · horizon quarters
  41. · US to loan up to 40 million barrels from SPR — ▼ · impact -45 · confidence low · horizon quarters
  42. · ◇ What if… Iran agrees to end uranium enrichment by December 31 — ▼ · impact -55 · confidence high · horizon quarters
  43. · Trump rejects Iran peace proposal as oil spikes — ▲ · impact +60 · confidence low · horizon weeks
  44. · ◇ What if… Dan Sullivan wins Alaska’s 2026 Senate race — ▲ · impact +46 · confidence low · horizon quarters
  45. · ◇ What if… Trump and Putin fail to hold a meeting — ▼ · impact -40 · confidence low · horizon quarters
  46. · Nasdaq hits intraday record high on Alphabet and Mideast hopes — ▼ · impact -58 · confidence high · horizon quarters
  47. · Vessel traffic through Strait of Hormuz falls to two — ▼ · impact -60 · confidence low · horizon quarters
  48. · Iran offers to reopen Strait of Hormuz if US eases pressure — ▼ · impact -60 · confidence low · horizon quarters
  49. · Petrobras board approves joining Brazil's diesel subsidy program — ▼ · impact -25 · confidence low · horizon quarters
  50. · ◇ What if… Mary Peltola wins Alaska’s 2026 Senate race — ▲ · impact +18 · confidence low · horizon quarters
  51. · ◇ What if… Iran loses control of Kharg Island by December 31 — ▲ · impact +40 · confidence low · horizon quarters
  52. · ◇ What if… US and Iran ceasefire continues through September 30 — ▼ · impact -45 · confidence low · horizon quarters
  53. · ◇ What if… Delcy Rodríguez leads Venezuela at end of 2026 — ▲ · impact +46 · confidence medium · horizon quarters
  54. · ◇ What if… Nicolás Maduro remains Venezuela's leader at end of 2026 — ▼ · impact -30 · confidence medium · horizon quarters
  55. · ◇ What if… US and Iran fail to hold diplomatic meeting by September 30 — ▲ · impact +32 · confidence low · horizon quarters
  56. · Trump signs Russia sanctions bill into law — ▼ · impact -63 · confidence low · horizon weeks
  57. · ◇ What if… US and Iran hold diplomatic meeting by September 30 — ▼ · impact -55 · confidence medium · horizon weeks
  58. · ◇ What if… US obtains Iranian enriched uranium by December 31 — ▼ · impact -44 · confidence low · horizon quarters
  59. · ◇ What if… Iran charges fees for Strait of Hormuz passage by October 31 — ▲ · impact +35 · confidence low · horizon quarters
  60. · ◇ What if… Reza Pahlavi enters Iran by December 31 — ▲ · impact +75 · confidence high · horizon quarters
  61. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▼ · impact -46 · confidence medium · horizon quarters
  62. · Houthis strike Saudi targets as Hormuz talks stall — ▲ · impact +60 · confidence low · horizon quarters
  63. · Saudi Arabia shuts oil pipeline as Houthis tighten Red Sea grip — ▲ · impact +62 · confidence low · horizon quarters
  64. · Saudi Arabia reports Iraq-launched drones hit East-West pipeline — ▲ · impact +55 · confidence low · horizon weeks
  65. · ◇ What if… Crude oil reaches a new all-time high by December 31 — ▲ · impact +65 · confidence high · horizon quarters
  66. · ◇ What if… WTI crude oil reaches $100 in September — ▲ · impact +62 · confidence high · horizon weeks
  67. · ◇ What if… Iran withdraws from the NPT before 2027 — ▲ · impact +51 · confidence low · horizon quarters
  68. · ECB set to raise rates as Iran war fuels inflation — ▲ · impact +67 · confidence low · horizon quarters
  69. · US EIA raises oil forecasts as Iran war drains stockpiles — ▲ · impact +60 · confidence high · horizon quarters
  70. · Dow weighs exiting $20 billion partnership with Aramco — ▼ · impact -32 · confidence medium · horizon weeks
  71. · Merchant vessels suffer disabling fires in Gulf — ▲ · impact +40 · confidence low · horizon weeks
  72. · Middle East tensions push oil toward $100 as Asia stocks weaken — ▲ · impact +61 · confidence medium · horizon weeks
  73. · Iran missile launch at Jordan lifts oil prices — ▲ · impact +48 · confidence medium · horizon weeks
  74. · South African economy shrinks in second quarter amid Iran war — ▲ · impact +56 · confidence medium · horizon weeks
  75. · ◇ What if… Iran and Oman reach a Hormuz agreement by September 30 — ▼ · impact -32 · confidence low · horizon quarters
  76. · ◇ What if… US and Iran reach a final nuclear deal by December 31 — ▼ · impact -61 · confidence low · horizon quarters
  77. · US-Iranian strikes push Strait of Hormuz traffic to lowest since May — ▲ · impact +47 · confidence medium · horizon weeks
  78. · ◇ What if… Strait of Hormuz disruption drives crude oil prices 30% higher — ▲ · impact +66 · confidence medium · horizon quarters
  79. · ◇ What if… Global oil prices reach $150 a barrel — ▲ · impact +68 · confidence high · horizon quarters
  80. · US attack hits Iranian tanker near Kharg Island — ▲ · impact +40 · confidence low · horizon weeks
  81. · Renewed US-Iran strikes lift oil and diesel prices — ▲ · impact +53 · confidence medium · horizon weeks
  82. · Iran fires on Kuwait after reported US wedding attack — ▼ · impact -62 · confidence low · horizon quarters
  83. · ◇ What if… OPEC announces surprise 2M barrel production cut — ▲ · impact +69 · confidence medium · horizon weeks
  84. · ◇ What if… Russia and Ukraine reach a ceasefire by December 31, 2026 — ▼ · impact -35 · confidence low · horizon quarters
  85. · ◇ What if… Israel-Iran ceasefire continues through September 30 — ▼ · impact -50 · confidence low · horizon weeks
  86. · ◇ What if… US announces end of Iranian blockade by September 30 — ▼ · impact -54 · confidence high · horizon quarters
  87. · ◇ What if… Luiz Inácio Lula da Silva wins Brazil’s 2026 presidential election — ▲ · impact +61 · confidence low · horizon quarters
  88. · ◇ What if… Republicans retain control of Senate and House after 2026 midterm elections — ▲ · impact +30 · confidence low · horizon quarters
  89. · ◇ What if… United Russia wins the most seats in Russia’s next parliamentary election — ▼ · impact -20 · confidence low · horizon quarters
  90. · ◇ What if… Strait of Hormuz traffic returns to normal by December 31 — ▼ · impact -50 · confidence high · horizon quarters
  91. · ◇ What if… Iranian regime falls before 2027, reshaping regional energy markets — ▲ · impact +52 · confidence medium · horizon quarters
  92. · ◇ What if… US invasion of Iran occurs before 2027, threatening global energy markets — ▲ · impact +55 · confidence low · horizon weeks
  93. · OPEC Announces Surprise 2M Barrel Increase — ▼ · confidence high
  94. · ◇ What if… OPEC Doubles Oil Production Flooding Global Markets — ▼ · confidence high
  95. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▼ · confidence low
  96. · OPEC Announces Surprise Production Cut Of 2 Million Barrels Per Day — ▲ · confidence low

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