Possible scenario
AUKUS Capacity Expands
20% Chance
The Anduril yard becomes part of the broader AUKUS industrial base, supporting U.S. submarine throughput and future Australian requirements. Canberra and London may not take equity directly, but they provide demand signals, training commitments, or supplier participation.
Secondary impacts
- Industrials +0.5%
- Non-Energy Materials +0.2%
Tickers
- GD+0.7%
- HII+0.7%
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.
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