Possible scenario
Permitting Tensions Rise
15% Chance
The federal reporting deal becomes ammunition for state regulators and local officials who want to slow data-center interconnections until power and water impacts are quantified. The market reads the development as a higher probability of project delays in constrained grids such as ERCOT, PJM, and Northern Virginia.
Secondary impacts
- Technology -1.1%
- Industrials -0.1%
- Utilities +0.1%
Tickers
- EQIX-1.6%
- DLR-1.5%
- CRWV-1.0%
- -0.6%
Portfolio impact
S&P 500-0.5%
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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