Possible scenario
Permitting Delays Bite
25% Chance
The program encounters the same permitting, interconnection and cost-control obstacles that have slowed prior U.S. nuclear construction. The $120 billion headline remains politically important, but realizable near-term orders are smaller and slower.
Secondary impacts
- Industrials -0.6%
- Utilities -0.5%
- Finance -0.1%
- Non-Energy Materials +0.1%
Tickers
- CCO-0.8%
- GEV-0.4%
- -0.4%
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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