Possible scenario
Safety Delays Persist
25% Chance
The May 2026 launchpad explosion continues to weigh on New Glenn operations despite the expansion announcement. Regulators, insurers, and government customers require more proof that Blue Origin can launch safely at a higher cadence.
Secondary impacts
- Industrials -0.6%
- Telecommunications -0.2%
Tickers
- AMZN-0.8%
- SPCX+0.7%
- RKLB+0.1%
- BA-0.1%
- -0.1%
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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