Possible scenario
Limits Stay In Place
27% Chance
The U.S. administration may decide that speed limits are necessary to control escalation risk and prevent Starshield from being used in operations Washington has not authorized. This would prolong Ukrainian operational disruption and accelerate diversification away from SpaceX.
Secondary impacts
- Industrials -0.5%
- Telecommunications +0.4%
- Technology -0.2%
Tickers
- SPCX-4.6%
- VSAT+1.8%
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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