Possible scenario
Deal Proceeds Smoothly
45% Chance
Amazon and Constellation execute the 20-year nuclear supply arrangement without major regulatory or grid-connection complications. The agreement becomes another proof point that hyperscalers can secure firm clean power through long-dated nuclear contracts rather than relying only on intermittent renewables.
Secondary impacts
- Utilities +0.7%
- Technology +0.3%
- Industrials +0.1%
Tickers
- CEG+4.0%
- AMZN+0.6%
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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