Possible scenario
Clean-Power Compromise
25% Chance
New York converts the moratorium into a permitting framework that favors projects bringing new generation, storage, or demand-response capability. This is politically plausible because it lets Governor Kathy Hochul and Representative Alexandria Ocasio-Cortez claim grid protections while preserving high-value AI investment.
Secondary impacts
- Utilities +1.0%
- Industrials +0.5%
- Energy +0.2%
- Technology +0.1%
Tickers
- CEG+2.4%
- NEE+0.8%
- +0.6%
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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