Possible scenario
Power Buildout Deal
20% Chance
Abbott’s office uses the freeze to force a negotiated package tying data center approvals to new dispatchable power, batteries, and grid upgrades. This outcome is favorable for power producers and electrical equipment suppliers, while keeping major AI campuses in Texas.
Secondary impacts
- Utilities +1.7%
- Industrials +1.1%
- Technology +0.6%
- Energy +0.5%
Tickers
- VST+3.8%
- NRG+2.6%
- +2.0%
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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