Possible scenario
Backstop Remains Frozen
27% Chance
FERC's concerns prove more substantive, leaving PJM without the proposed capacity backstop through the next key planning milestones. This would preserve near-term uncertainty for generators, data-center developers, and state utility commissions already angry about capacity-cost spikes.
Secondary impacts
- Utilities -0.9%
- Technology -0.3%
Tickers
- TLN-3.3%
- VST-3.1%
- CEG-2.4%
- PPL+0.7%
- +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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