Possible scenario
Connection Rationing Spreads
24% Chance
Grid operators conclude that near-term power requests exceed deliverable capacity and impose staged connection rules. This scenario is most damaging to hyperscaler expansion timetables and to data-center developers dependent on speculative power reservations.
Secondary impacts
- Technology -0.7%
- Utilities -0.7%
- Industrials -0.3%
Tickers
- DLR-1.8%
- EQIX-1.4%
- VST-1.2%
- +0.9%
Portfolio impact
S&P 500-0.4%
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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