What if a nuclear restart and new-build push runs vastly over budget?
A policy-driven nuclear restart and new-build push runs vastly over budget, straining utility balance sheets and ratepayers in the dash to decarbonise baseload power.
how we built this number — every step
The class rate is measured from our dated, sourced event library (decade-normalized Poisson — the full table is public at base_rates.json). The variant’s share within its class is the analyst’s editorial call, published so you can audit it. A wider range means thinner precedent. Full recipe: methodology · scored at Reality Check.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (gold) over time vs the crowd's (Polymarket, blue), from the past toward the 3–10 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. The gold path is an illustrative reconstruction anchored to today's estimate — real dated events, not a live re-estimate history.
What it would mean
If this plays out, it is a risk-off shock. A policy-driven nuclear restart and new-build push runs vastly over budget, straining utility balance sheets and ratepayers in the dash to decarbonise baseload power. The trigger decomposes into signed root‑shocks — Climate/crop supply ▲ · Credit spreads ▲ · Industrial demand ▼ · Inflation surprise ▲ — which propagate through our causal graph to the markets below.
If it happens — the markets it would move
Biggest moves first. Projected moves are cascade-model priors; hist A–B% = what comparable past events actually did (measured abnormal returns), and model prior · unmeasured marks markets with no analogue backing yet. Tap any market for its price history.
| Market | Class | Projected move | |
|---|---|---|---|
| 1 | Wheat WHEATon Hyperliquid 📈 chart | Commodity | ▲ +0.5% hist +0.1–+0.47% · other way +0.26% (n=12) |
| 2 | Corn CORNon Hyperliquid 📈 chart | Commodity | ▲ +0.4% hist -0.24–+2.0% · other way +1.79% (n=12) |
| 3 | High-yield credit HYG 📈 chart | Rate | ▼ -0.3% hist -0.43–+-0.0% · other way +1.23% (n=10) |
| 4 | Freeport (copper) FCX 📈 chart | Equity | ▼ -0.2% hist -0.9–+0.25% · other way +6.91% (n=12) |
| 5 | Financials XLF 📈 chart | Equity | ▼ -0.2% hist -0.36–+0.03% · other way -1.27% (n=12) |
| 6 | MicroStrategy MSTRon Hyperliquid 📈 chart | Equity | ▼ -0.2% hist -0.4–+0.49% · other way +20.99% (n=12) |
| 7 | JPMorgan JPM 📈 chart | Equity | ▼ -0.2% hist -1.62–+0.4% · other way -0.74% (n=12) |
| 8 | Volatility (VIX) VIXon Hyperliquid 📈 chart | Vol | ▲ +0.2% hist -2.4–+8.51% · other way -10.95% (n=12) |
| 9 | 30y Treasury yield DGS30 📈 chart | Rate | ▲ +2bp hist -1.1–+1.21% · other way +6.6% (n=12) |
| 10 | Gold XAUon Hyperliquid 📈 chart | Commodity | ▼ -0.1% hist -0.36–+0.08% · other way +0.81% (n=12) |
| 11 | 10y Treasury yield DGS10 📈 chart | Rate | ▲ +2bp hist -1.17–+1.52% · other way +7.6% (n=12) |
Probable recommendation
Historical precedent — what analogous events actually did
Across 40 analogous events (overlap‑weighted), as abnormal returns — market beta stripped, so it's the event's own effect, not the market backdrop. Shown at 20 days (persistent) and 5 days (immediate); ↺ fades = the two horizons disagree. Confidence = consistency × sample × significance.
| Asset | History says | Abnormal (20d · 5d) | Hit | n | Confidence | vs cascade |
|---|---|---|---|---|---|---|
| CORN CORN | LONG | +1.6% · 5d -0.8% ↺ fades | 71% | 36 | 0.36 | ✓ matches cascade |
| Volatility VIX | LONG | +7.5% · 5d +5.9% | 64% | 36 | 0.23 | ✓ matches cascade |
| JPM JPM | SHORT | -1.4% · 5d -0.9% | 64% | 38 | 0.22 | ✓ matches cascade |
| 30y yield DGS30 | SHORT | -2bp · 5d 0bp | 60% | 40 | 0.19 | ⚠ differs |
| High-yield credit HYG | SHORT | -0.2% · 5d +0.1% ↺ fades | 60% | 35 | 0.15 | ✓ matches cascade |
| FCX FCX | SHORT | -0.7% · 5d -0.5% | 56% | 36 | 0.10 | ✓ matches cascade |
| US dollar DXY | LONG | +0.6% · 5d +0.1% | 55% | 40 | 0.09 | · |
| 10y yield DGS10 | SHORT | -2bp · 5d -2bp | 53% | 40 | 0.06 | ⚠ differs |
| XLF XLF | SHORT | -0.2% · 5d -0.3% | 52% | 36 | 0.03 | ✓ matches cascade |
| WHEAT WHEAT | LONG | +0.2% · 5d -1.3% ↺ fades | 47% | 36 | 0.00 | ✓ matches cascade |
| MSTR MSTR | LONG | +0.6% · 5d -2.4% ↺ fades | 48% | 36 | 0.00 | ⚠ differs |
| Gold XAU | SHORT | -0.3% · 5d -0.2% | 49% | 36 | 0.00 | ✓ matches cascade |
| Bitcoin BTC | LONG | +0.8% · 5d -0.8% ↺ fades | 40% | 24 | 0.00 | · |