Possible scenario
California Policy Spillover
25% Chance
San Francisco's action becomes a template for wider California restrictions as legislators and regulators respond to grid-capacity concerns. The issue shifts from local land use to statewide energy planning, raising the risk of slower AI and cloud-infrastructure deployment in California.
Secondary impacts
- Technology -1.0%
- Utilities -0.7%
- Finance -0.4%
Tickers
- EQIX-3.6%
- DLR-3.1%
- PCG-1.3%
- -0.7%
Portfolio impact
S&P 500-0.5%
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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