Possible scenario
Data-Center Curtailment Fallout
18% Chance
PJM and utilities lean more heavily on large-load curtailment as data centers become a focal point in reliability planning. The immediate market effect is concentrated in data-center real estate, cloud infrastructure, and merchant generators rather than the broader equity market.
Initial impacts
- Market volatility Up
Secondary impacts
- Technology -0.8%
- Utilities +0.5%
- Finance -0.2%
- Telecommunications -0.2%
Tickers
Portfolio impact
S&P 500-0.4%
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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