Possible scenario
Coordinated Infrastructure Rollout
45% Chance
Beijing converts Xi's instruction into a practical interagency framework led by the NDRC, the National Energy Administration and the Ministry of Water Resources. The policy favors inland data-center clusters tied to renewable power, ultra-high-voltage transmission, pumped hydro, and water-recycling standards rather than a blanket restriction on AI expansion.
Initial impacts
- Copper Up
Secondary impacts
- Utilities +1.5%
- Industrials +1.1%
- Non-Energy Materials +0.6%
- Technology +0.3%
Portfolio impact
S&P 500+0.3%
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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