Possible scenario
Execution Costs Rise
25% Chance
The approval is real, but construction inflation, skilled-labor shortages and electrification requirements push costs above partner expectations. The project still moves forward because LNG Canada is already operating, but returns and timing become less attractive.
Secondary impacts
- Energy -0.4%
- Non-Energy Materials -0.1%
Tickers
- TRP-0.6%
- FLR+0.3%
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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