Possible scenario
Backlash Spreads Nationally
25% Chance
The abandonment strengthens local opposition groups and makes county boards more willing to pause, resize, or reject hyperscale projects. The market begins pricing a broader U.S. permitting discount into data-center developers and utility load-growth stories, though the effect remains sector-specific.
Secondary impacts
- Utilities -0.7%
- Finance -0.5%
- Technology -0.4%
Tickers
- D-1.6%
- DLR-1.0%
- EQIX-0.6%
- -0.2%
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.
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