Possible scenario
Courts Slow Rule
25% Chance
Democratic-led states, environmental groups, and some EV-aligned industry participants challenge the rollback under the Administrative Procedure Act and clean-air statutes. Litigation is likely, but the key uncertainty is whether courts issue a stay or simply allow the rule to operate while the case proceeds.
Secondary impacts
- Non-Energy Materials +0.2%
- Utilities +0.1%
- Consumer Cyclicals -0.1%
Tickers
- LCID+2.0%
- RIVN+2.0%
- TSLA+1.6%
- -0.7%
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.
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