Possible scenario
Delays And Cost Pressure
25% Chance
The project remains alive but faces common first-of-a-kind nuclear risks, including licensing review, supply-chain constraints and cost-allocation disputes. This is a realistic downside path because SMR projects have not yet established a repeatable U.S. construction and regulatory template.
Secondary impacts
- Utilities -0.5%
- Industrials -0.3%
- Technology -0.1%
Tickers
- XE-6.9%
- AEP-2.1%
- AMZN-0.2%
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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