Power Bottlenecks Bite

25%its chance, of the story’s futures

−0.5%on the S&P 500, if it happens

The spending surge runs into physical limits: power interconnection queues, transformer shortages, permitting delays and cooling constraints. Cloud demand remains strong, but the industry struggles to translate budgets into live capacity on schedule.

What it moves

Technology−1.1%
Utilities+0.6%
Industrials+0.4%
Energy+0.3%

Sectors in percent; other series by direction only.

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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