Possible scenario
Tariff Model Spreads
40% Chance
Duke Energy's cost-shift framework becomes the reference model for handling large data-center and industrial loads. Regulators view the structure as a practical way to protect residential and small-business customers while preserving utility earnings visibility.
Secondary impacts
- Utilities +0.7%
- Technology -0.3%
- Industrials +0.1%
Tickers
- DUK+1.7%
- XEL+0.3%
- AMZN-0.3%
- +0.2%
Portfolio impact
S&P 500-0.1%
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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