Possible scenario
Phased Implementation
45% Chance
South Korea treats the $200 billion plan as a strategic framework rather than an immediate capital deployment. Early work focuses on feasibility studies, offtake talks, engineering packages and site selection for nuclear cooperation, keeping near-term market effects moderate.
Secondary impacts
- Industrials +0.7%
- Energy +0.6%
- Non-Energy Materials +0.4%
- Utilities +0.3%
Tickers
- COP+0.5%
- CCO+0.5%
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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