Possible scenario
Bipartisan Carveout Emerges
20% Chance
The PAC campaign convinces vulnerable Republicans that repeal votes are politically costly in districts with battery, solar, wind and grid projects. A bipartisan bloc forms around preserving at least the credits tied to domestic investment and projects already started before 2028.
Secondary impacts
- Utilities +0.8%
- Industrials +0.6%
- Consumer Cyclicals +0.2%
- Energy -0.1%
Tickers
- FSLR+2.4%
- ENPH+1.8%
- +1.2%
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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