Possible scenario
Permitting Delays Emerge
25% Chance
The headline deal survives, but U.S. nuclear licensing, site selection, transmission planning, and local opposition slow the conversion of the agreement into construction starts. This is a realistic downside because large U.S. nuclear projects have historically faced long regulatory and cost-control hurdles.
Secondary impacts
- Industrials -0.9%
- Utilities -0.7%
- Non-Energy Materials -0.1%
Tickers
- CCO-1.2%
- FLR-0.7%
- BN-0.3%
Portfolio impact
S&P 500-0.1%
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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