Possible scenario
Credible Phased Buildout
38% Chance
Tesla and SpaceX convert the 200 GW target into a staged development plan with named sites, offtake agreements, and utility partners. The market treats the announcement as a credible expansion of U.S. solar demand, but not as an immediate tripling of capacity.
Initial impacts
- Copper Up
Secondary impacts
- Industrials +0.6%
- Technology +0.5%
- Utilities +0.5%
Tickers
- FSLR+4.4%
Portfolio impact
S&P 500+0.4%
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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