Possible scenario
Managed Queue Reset
40% Chance
Texas uses the audit to separate financed, near-term data center projects from speculative queue entries. ERCOT, the Public Utility Commission of Texas, and Abbott’s office allow a smaller set of shovel-ready loads to proceed with stricter milestones and deposits.
Secondary impacts
- Utilities +0.1%
Tickers
- CRWV-1.6%
- EQIX+0.9%
- VST+0.3%
- DLR+0.2%
- NRG+0.2%
- +0.1%
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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