Possible scenario
Moratorium Stalls
20% Chance
The proposal loses momentum after opposition from construction unions, county officials, AI developers, real-estate interests, and power suppliers. Lawmakers instead pursue narrower reporting rules, leaving most projects to proceed under existing state energy and environmental reviews.
Secondary impacts
- Utilities +0.7%
- Technology +0.5%
- Finance +0.3%
Tickers
- DLR+2.2%
- EQIX+1.8%
- CEG+1.6%
- +0.2%
Portfolio impact
S&P 500+0.3%
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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