Possible scenario
Backlash Delays Deal
25% Chance
The high subsidy cost per permanent job becomes a durable political issue in Iowa and Minnesota. Oversight hearings, taxpayer lawsuits or legislative amendments slow final disbursement without necessarily killing the project.
Secondary impacts
- Non-Energy Materials -0.3%
- Industrials -0.1%
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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