Possible scenario
Project Advances
45% Chance
The $22.3 billion Texas gas plant proceeds as the flagship project under South Korea’s broader U.S. investment package. This is the most likely path because it fits both Washington’s energy-security priorities and Seoul’s need to demonstrate progress after the tariff and investment negotiations.
Secondary impacts
- Industrials +0.7%
- Energy +0.7%
- Non-Energy Materials +0.5%
- Utilities +0.2%
- Technology +0.1%
Tickers
- NEXT+2.3%
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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