Possible scenario
Governments Tighten Reviews
23% Chance
National-security and resource-policy agencies scrutinize whether strategic mineral assets should be tied to a small group of US technology buyers. The likely outcome is not an outright ban, but longer reviews, local-content demands and conditions on offtake.
Initial impacts
- Copper Up
Secondary impacts
- Non-Energy Materials -0.4%
- Technology -0.4%
Tickers
- TECK.A-1.1%
- -0.9%
Portfolio impact
S&P 500-0.2%
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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