Possible scenario
Fossil Tilt Dominates
18% Chance
Republicans use the negotiations to advance broader fossil-fuel and mining permitting changes, while wind approvals are limited to discretionary agency language. This helps conventional energy and infrastructure firms more than offshore wind developers.
Secondary impacts
- Energy +1.5%
- Non-Energy Materials +0.7%
- Utilities -0.5%
- Industrials +0.4%
Tickers
- LNG+2.0%
- KMI+1.7%
- +1.3%
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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