Possible scenario
Procurement Freeze Expands
25% Chance
The loss of contracting power evolves into a broader procurement pause as the board and state officials review cost controls. This would increase schedule risk for stations, systems work, right-of-way activities, and future extensions beyond current construction packages.
Secondary impacts
- Industrials -0.3%
- Business Services -0.2%
- Non-Energy Materials -0.1%
Tickers
- TPC-2.1%
- ACM-0.7%
- STN-0.5%
- -0.5%
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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