Possible scenario
Permitting Bottlenecks
25% Chance
The program advances, but U.S. power availability, water rights, labor shortages, and permitting slow execution. This outcome is plausible because semiconductor and AI data-center infrastructure projects have repeatedly faced local bottlenecks even with federal backing.
Secondary impacts
- Technology -0.4%
- Utilities +0.2%
- Industrials -0.1%
Tickers
- NVDA-0.5%
Portfolio impact
S&P 500-0.2%
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.