Possible scenario
Rollback Proceeds
45% Chance
The EPA moves quickly to rescind the super-emitter response program through notice-and-comment rulemaking, consistent with the Trump administration's broader climate deregulatory agenda. Oil and gas producers see lower expected compliance costs, while environmental monitoring firms and methane-detection contractors lose a federal demand driver.
Secondary impacts
- Energy +1.5%
- Business Services -0.5%
- Industrials -0.3%
Tickers
- ONT-3.0%
- EQT+2.2%
- XOM+1.5%
- +1.4%
Portfolio impact
S&P 500+0.0%
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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