Possible scenario
Narrower Bill Advances
15% Chance
Republicans and the White House decide to preserve parts of the permitting deal by dropping or separating the most controversial offshore wind provisions. This keeps some benefits for transmission, mining, pipelines, and industrial projects but disappoints clean-power Democrats.
Secondary impacts
- Industrials +0.5%
- Non-Energy Materials +0.5%
- Utilities -0.4%
- Energy +0.4%
Tickers
- MP+1.1%
- FCX+0.7%
- +0.7%
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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