Self-Power Compromise

its chance, of the story’s futures

+0.9%on the S&P 500, if it happens

A compromise emerges around Trump’s order that data centers generate or procure dedicated power, allowing many projects to proceed if they do not shift costs to households. This favors sites tied to gas turbines, nuclear offtake, batteries, and behind-the-meter generation.

What it moves

Utilities+2.5%
Industrials+2.1%
Technology+1.6%
Energy+0.7%

Sectors in percent; other series by direction only.

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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