Possible scenario
Power Bottleneck Dominates
24% Chance
The market’s focus shifts from chips to electricity, gas generation, grid equipment and interconnection queues. Recent deals such as the Chevron-Microsoft power arrangement become a model for more direct energy procurement by hyperscalers.
Initial impacts
- Oil prices Up
Secondary impacts
- Utilities +1.3%
- Industrials +1.0%
- Energy +0.7%
- Technology -0.5%
Tickers
- +2.1%
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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