Possible scenario
Federal Curtailment Framework
42% Chance
The most likely path is a federal framework that authorizes grid operators such as PJM, ERCOT, MISO and SPP to curtail large data-center loads during emergency peaks. The 417-3 House vote signals unusually broad political support, making a targeted reliability bill more likely than a sweeping anti-AI measure.
Secondary impacts
- Technology -1.4%
- Industrials +0.8%
- Utilities +0.2%
- Energy +0.2%
Tickers
- DLR-2.3%
- EQIX-2.0%
- -1.5%
Portfolio impact
S&P 500-0.6%
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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