Possible scenario
Bans Remain Entrenched
24% Chance
Local opposition and grid-reliability concerns outweigh the jobs argument in the most contested markets. The OpenAI-SoftBank-union alliance slows new restrictions but fails to reverse the largest bans quickly.
Secondary impacts
- Technology -2.1%
- Utilities -1.7%
- Industrials -1.0%
- Non-Energy Materials -0.6%
Tickers
- ORCL-2.5%
- VST-0.8%
- -0.4%
Portfolio impact
S&P 500-1.1%
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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