Possible scenario
Nuclear Buildout Advances
45% Chance
The $120 billion nuclear allocation converts into a phased program of reactor, services and financing commitments. The most likely path is a staged rollout using U.S. technology, Korean EPC capacity and federal loan support rather than an immediate $120 billion spending surge.
Secondary impacts
- Industrials +0.8%
- Utilities +0.5%
- Non-Energy Materials +0.3%
- Technology +0.1%
Tickers
- GEV+2.2%
- CCO+2.1%
- +2.0%
Portfolio impact
S&P 500+0.1%
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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