Possible scenario
Utilities Integrated
18% Chance
Rather than fully separating bases from civilian grids, the Pentagon, FERC, regional transmission organizations, and utilities create coordinated islanding and capacity arrangements. This reduces reliability risk but raises questions over who pays for upgrades that serve both military and civilian demand.
Secondary impacts
- Industrials +0.4%
- Utilities +0.1%
- Technology +0.1%
Tickers
- ETN+1.7%
- EXC+0.6%
- VRT+0.6%
- +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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