Possible scenario
Litigation Narrows Moratorium
35% Chance
Large cloud providers, data center developers, and business groups challenge the moratorium under state administrative law, energy-siting rules, and interstate commerce arguments. The most likely path is not full invalidation, but a narrower rule that exempts projects already far along in permitting or tied to new clean power.
Secondary impacts
- Technology +0.4%
- Utilities +0.3%
- Finance +0.2%
Tickers
- EQIX+1.2%
- DLR+1.1%
- CRWV+0.5%
- +0.4%
Portfolio impact
S&P 500+0.2%
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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