Possible scenario
Continuity Prevails
40% Chance
Federal regulators continue to prioritize uninterrupted power for AI data centers, rejecting broad curtailment proposals as discriminatory or insufficiently justified. PJM and state regulators are pushed toward cost-allocation reforms and accelerated interconnection rather than forced power cuts.
Initial impacts
- Market volatility Up
Secondary impacts
- Utilities +0.5%
- Technology +0.5%
- Industrials +0.4%
Tickers
- CEG+1.7%
Portfolio impact
S&P 500+0.3%
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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