Possible scenario
Target Becomes Policy
45% Chance
New Delhi converts the reported 150 GW 2035 coal-power ambition into an official planning target. The government frames the move as necessary for grid reliability, peak-demand growth, and rising cooling load after repeated heat-related demand surges.
Secondary impacts
- Utilities +0.5%
- Industrials +0.4%
- Non-Energy Materials +0.4%
- Energy +0.3%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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