Possible scenario
Jevons Load Rebound
25% Chance
Efficiency gains lower the cost of AI so much that usage expands faster than power intensity falls. This keeps electricity procurement, grid interconnections, and backup generation central to the AI buildout story.
Secondary impacts
- Utilities +1.8%
- Industrials +1.2%
- Energy +0.3%
- Technology +0.3%
- Non-Energy Materials +0.3%
Tickers
- CEG+3.1%
- +2.0%
Portfolio impact
S&P 500+0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.