Possible scenario
Phased 2028 Recovery
40% Chance
The most likely outcome is a managed delay rather than a cancellation. Texas grid-permit constraints and force majeure claims push the full 1.3 GW target beyond 2027, but Oracle, Aterio, OpenAI and SoftBank keep the project alive because replacement capacity at this scale is scarce.
Secondary impacts
- Technology -0.5%
- Industrials -0.3%
- Utilities -0.3%
Tickers
- ORCL-2.1%
Portfolio impact
S&P 500-0.3%
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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