Possible scenario
Behind-Meter Power Boom
25% Chance
Hyperscalers and colocation firms decide that grid queues are too slow and contract directly for gas, nuclear, renewables, batteries, and dedicated substations. This reduces reliance on regulated interconnection timelines but increases scrutiny of emissions, permitting, and fuel security.
Secondary impacts
- Industrials +1.2%
- Utilities +0.9%
- Energy +0.5%
- Technology -0.2%
Tickers
- VST+2.5%
- CEG+1.9%
- +1.8%
Portfolio impact
S&P 500+0.0%
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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