Possible scenario
Negotiated Energy Buildout
27% Chance
Senator John Thune uses the House vote to push a broader bargain: data centers accept temporary curtailment in exchange for accelerated generation, transmission and permitting. This outcome fits the earlier Thune-backed energy buildout effort and the Trump administration’s AI power-supply agenda.
Secondary impacts
- Utilities +1.7%
- Industrials +1.5%
- Energy +0.8%
- Technology -0.3%
- Consumer Non-Cyclicals +0.1%
Tickers
- CEG+3.0%
- +2.7%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.