Possible scenario
Temporary Review Framework
40% Chance
San Francisco treats the 45-day ban as a procedural pause rather than a permanent prohibition. City officials use the window to draft rules on grid interconnection, backup generation, water use, and community review, allowing some projects to proceed under stricter conditions.
Secondary impacts
- Utilities +0.1%
- Technology +0.1%
Tickers
- DLR+0.3%
- EQIX+0.3%
- NVDA+0.1%
- PCG+0.1%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.