Possible scenario
AI Power Squeeze
20% Chance
AI data-center growth remains the central driver of new electricity demand and grid spending. The outcome depends on whether hyperscalers can secure dedicated power supplies fast enough to avoid local political resistance.
Initial impacts
- Market volatility Up
- Copper Up
Secondary impacts
- Technology -0.4%
- Industrials +0.3%
- Energy +0.2%
- Utilities +0.2%
Portfolio impact
S&P 500-0.2%
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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