Possible scenario
Permitting And Politics
18% Chance
The plan remains alive but runs into predictable obstacles, including Alaska permitting, environmental litigation, financing scrutiny and Korean legislative oversight. The setback is material for exposed project names but not large enough to generate broad cross-market stress.
Secondary impacts
- Energy -0.8%
- Industrials -0.5%
- Utilities -0.2%
- Non-Energy Materials -0.2%
Tickers
- FLR-0.7%
- COP-0.4%
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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