Possible scenario
Strict Connection Freeze
25% Chance
The audit finds that pending data center requests exceed credible near-term transmission and generation capacity. Texas keeps a hard pause on new connections while ERCOT designs new reliability tests, deposits, and curtailment rules for large loads.
Secondary impacts
- Technology -1.4%
- Utilities -0.8%
- Industrials -0.4%
- Energy -0.3%
Tickers
- CRWV-2.7%
- DLR-2.6%
- -2.2%
Portfolio impact
S&P 500-0.7%
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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