Bottlenecks Persist

26%its chance, of the story’s futures

−0.2%on the S&P 500, if it happens

The U.S. output increase proves helpful but insufficient because critical turbine parts, skilled labor and installation crews remain scarce. Data center developers continue facing long lead times for large gas turbines, keeping power availability a constraint on AI buildouts.

What it moves

Utilities−0.4%
Industrials−0.3%
Technology−0.3%
Non-Energy Materials+0.2%

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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