Possible scenario
Moratorium With Carveouts
40% Chance
Governor Kathy Hochul and Rep. Alexandria Ocasio-Cortez translate the proposal into a temporary New York permitting pause, but exemptions preserve projects tied to verified renewable power, storage, or grid upgrades. This is the most likely path because it gives climate advocates a win while limiting legal and economic backlash from AI companies, unions, and power developers.
Secondary impacts
- Utilities -1.0%
- Technology -0.8%
- Finance -0.4%
- Industrials -0.1%
Tickers
- DLR-3.0%
- EQIX-2.2%
- -1.9%
Portfolio impact
S&P 500-0.5%
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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