Deal Advances Smoothly

South Korea, U.S. utilities, and Westinghouse resolve the main commercial and technology-sharing issues, allowing the $200 billion program to move from political announcement to executable project planning. This is the base case because the prior cooperation agreement, U.S. loan support, and South Korea's project selection all point toward a coordinated industrial policy push.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.