Possible scenario
State Settlement Package
20% Chance
Political backlash from capacity-price spikes pushes PJM, FERC staff, the PJM Independent Market Monitor, and state utility commissions toward a negotiated package. The result would pair limited reliability procurement with demand response, interconnection reforms, and stronger cost protections for consumers.
Secondary impacts
- Industrials +0.2%
- Technology +0.1%
Tickers
- VST-1.1%
- CEG-0.7%
- PPL+0.4%
- AEP+0.3%
- +0.3%
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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