Power Constraints Dominate

20%its chance, of the story’s futures

0.0%on the S&P 500, if it happens

Cooling demand remains strong, but the limiting factor shifts from thermal equipment to electricity access. Data-center developers face longer interconnection waits, making Carrier’s plant useful but not sufficient to guarantee rapid deployment.

What it moves

Utilities+0.6%
Industrials+0.1%

Sectors in percent; other series by direction only.

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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