Possible scenario
Target Is Moderated
25% Chance
Officials use the 150 GW figure as a negotiating and planning ceiling but settle on a lower coal buildout after grid-modeling, storage-cost, and emissions reviews. India still prioritizes firm capacity, but the final plan leaves more room for solar, wind, batteries, pumped hydro, and gas peakers.
Secondary impacts
- Non-Energy Materials -0.1%
- Utilities +0.1%
Tickers
- RNW+1.3%
Portfolio impact
S&P 500-0.0%
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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