Possible scenario
Loan Closes Smoothly
45% Chance
The most likely path is that Vistra satisfies DOE conditions, reaches financial close, and begins uprate work tied to the Meta power purchase agreement. Federal support, a contracted hyperscale buyer, and existing nuclear assets reduce financing and demand risk.
Secondary impacts
- Utilities +1.0%
- Technology +0.3%
Tickers
- VST+5.1%
- CEG+1.5%
- META+0.5%
Portfolio impact
S&P 500+0.2%
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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