Possible scenario
Industry Counteroffensive Succeeds
15%
+0.7%
Technology companies, utilities, and national-security advocates argue that restricting data-center growth would undermine US competition with China. The voter backlash remains politically salient, but policymakers create exemptions for projects that bring dedicated power, water recycling, and local tax payments.
What it moves
- Technology+1.3%
- Utilities+0.8%
- Industrials+0.7%
- Energy+0.3%
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