Scenarios that move NEE

NextEra Energy, Inc. Common Stock

Scenarios that move NEE: 62 analyses, 21 positive, 41 negative.

  1. · FuelCell Energy shares fall 15% amid Fit Energy disclosure scrutiny — ▲ · impact +20 · confidence low · horizon quarters
  2. · BWXT raises 2026 guidance as commercial nuclear growth accelerates — ▼ · impact -15 · confidence low · horizon quarters
  3. · ◇ What if… Democrats win Ohio governor race in 2026 — ▲ · impact +28 · confidence high · horizon quarters
  4. · Greg Abel expands Berkshire Hathaway's Occidental Petroleum stake — ▼ · impact -50 · confidence low · horizon quarters
  5. · JPMorgan Chase Q3 earnings and revenue miss estimates — ▲ · impact +35 · confidence medium · horizon quarters
  6. · ◇ What if… Flávio Bolsonaro wins Brazil’s 2026 presidential election by under 4% — ▼ · impact -45 · confidence low · horizon quarters
  7. · ◇ What if… Iran reaches Hormuz agreement as Republicans win Senate — ▼ · impact -55 · confidence low · horizon quarters
  8. · Quanta sees 220% to 240% load center growth — ▲ · impact +30 · confidence low · horizon quarters
  9. · Europe faces another year of high gas prices as reserves fall — ▲ · impact +45 · confidence low · horizon quarters
  10. · ◇ What if… Iran reaches Hormuz agreement as Democrats win Senate — ▲ · impact +55 · confidence high · horizon quarters
  11. · ◇ What if… Democrats win Michigan Senate race in 2026 — ▲ · impact +34 · confidence high · horizon quarters
  12. · ◇ What if… Édouard Philippe wins France’s 2027 presidential election — ▼ · impact -40 · confidence low · horizon quarters
  13. · Global stocks and Treasuries fall as Brent tops $102 — ▼ · impact -52 · confidence low · horizon weeks
  14. · Google nuclear deal could strengthen Constellation Energy outlook — ▼ · impact -20 · confidence low · horizon quarters
  15. · Rising Treasury yields pressure stocks as Caterpillar tumbles 6% — ▼ · impact -52 · confidence low · horizon quarters
  16. · Talen Energy shares rise 12.4% in trading — ▲ · impact +32 · confidence low · horizon quarters
  17. · ◇ What if… Trump proposes $5,000 payments to every American — ▼ · impact -46 · confidence high · horizon quarters
  18. · ◇ What if… Pedro Sánchez leaves Spain's premiership by December 31, 2026 — ▼ · impact -50 · confidence low · horizon quarters
  19. · Petrobras stock rises 11.5% in trading — ▼ · impact -50 · confidence low · horizon weeks
  20. · ◇ What if… Democrats win Kansas Senate race in 2026 — ▲ · impact +45 · confidence high · horizon quarters
  21. · ◇ What if… Democrats win South Carolina Senate race in 2026 — ▲ · impact +40 · confidence high · horizon quarters
  22. · ◇ What if… Republicans win Kansas Senate race in 2026 — ▼ · impact -51 · confidence medium · horizon quarters
  23. · ◇ What if… Republicans win Texas Senate race in 2026 — ▼ · impact -57 · confidence medium · horizon quarters
  24. · ◇ What if… Democrats win Texas Senate race in 2026 — ▲ · impact +38 · confidence high · horizon quarters
  25. · Talen Energy expands buyback plan with $1.5 billion repurchase — ▼ · impact -20 · confidence low · horizon weeks
  26. · US stocks rally as weak jobs data cools Fed hike bets — ▲ · impact +64 · confidence medium · horizon weeks
  27. · Amazon signs 20-year nuclear power deal — ▼ · impact -20 · confidence low · horizon quarters
  28. · ◇ What if… Flavio Bolsonaro wins most votes in Brazil's 2026 presidential first round — ▼ · impact -60 · confidence low · horizon quarters
  29. · ◇ What if… Republicans win Ohio Senate race in 2026 — ▼ · impact -35 · confidence high · horizon quarters
  30. · US preferred inflation gauge cools, easing Fed rate pressure — ▲ · impact +68 · confidence low · horizon immediate
  31. · ◇ What if… Fed raises interest rates again in 2026 — ▼ · impact -55 · confidence high · horizon quarters
  32. · ◇ What if… Fed holds interest rates after December 2026 meeting — ▼ · impact -55 · confidence low · horizon quarters
  33. · ◇ What if… Republicans win Nebraska Senate race in 2026 — ▼ · impact -40 · confidence high · horizon quarters
  34. · US 10-year Treasury yield reaches a 19-year high — ▼ · impact -60 · confidence high · horizon quarters
  35. · ◇ What if… Dan Sullivan wins Alaska’s 2026 Senate race — ▼ · impact -25 · confidence high · horizon quarters
  36. · Bond yields spike as stocks drop while Boeing bucks trend — ▼ · impact -65 · confidence medium · horizon immediate
  37. · ◇ What if… Republicans win control of Senate after 2026 midterms — ▼ · impact -55 · confidence high · horizon quarters
  38. · ◇ What if… Mary Peltola wins Alaska’s 2026 Senate race — ▲ · impact +49 · confidence medium · horizon quarters
  39. · US 30-year Treasury yield hits a 19-year high — ▼ · impact -60 · confidence high · horizon immediate
  40. · Fed Chair Kevin Warsh may defy Trump again — ▼ · impact -59 · confidence low · horizon weeks
  41. · Central banks signal a global rate-hike cycle — ▼ · impact -55 · confidence high · horizon quarters
  42. · ◇ What if… Samuel Alito announces retirement by December 31, 2026 — ▼ · impact -22 · confidence low · horizon weeks
  43. · ◇ What if… Fed cuts interest rates by 100 bps — ▲ · impact +68 · confidence low · horizon quarters
  44. · NuScale Power nears transformative small modular reactor deal — ▼ · impact -15 · confidence low · horizon quarters
  45. · US 10-year Treasury yield reaches significant 5% threshold — ▼ · impact -65 · confidence medium · horizon weeks
  46. · US Department of War invests $450 million in The Elmet Group — ▼ · impact -35 · confidence low · horizon quarters
  47. · ◇ What if… Democrats win control of Senate and House after 2026 midterms — ▲ · impact +60 · confidence high · horizon quarters
  48. · ◇ What if… Fed raises interest rates by October 2026 meeting — ▼ · impact -51 · confidence high · horizon quarters
  49. · ◇ What if… Fed holds interest rates steady after October 2026 meeting — ▼ · impact -62 · confidence medium · horizon quarters
  50. · ◇ What if… David Lisnard wins France’s 2027 presidential election — ▼ · impact -50 · confidence low · horizon quarters
  51. · Japan spends $80B in foreign reserves to save yen — ▼ · impact -45 · confidence low · horizon weeks
  52. · ECB set to raise rates as Iran war fuels inflation — ▼ · impact -45 · confidence low · horizon quarters
  53. · Bessent signals Treasury bond plan and warns FX traders — ▲ · impact +63 · confidence low · horizon weeks
  54. · NextEra secures up to $1.9 billion to restart Iowa nuclear plant — ▲ · impact +75 · confidence high · horizon immediate
  55. · ◇ What if… Democrats win control of the House after 2026 midterm elections — ▲ · impact +54 · confidence medium · horizon weeks
  56. · Hot jobs report lifts two-year Treasury yield to highest since January 2025 — ▼ · impact -49 · confidence medium · horizon quarters
  57. · ◇ What if… Republicans retain control of Senate and House after 2026 midterm elections — ▼ · impact -55 · confidence high · horizon quarters
  58. · ◇ What if… Trump leaves office as US president before 2027 — ▲ · impact +33 · confidence high · horizon quarters
  59. · ◇ What if… Flávio Bolsonaro wins Brazil’s 2026 presidential election, reshaping Latin America’s largest economy — ▼ · impact -41 · confidence medium · horizon quarters
  60. · ◇ What if… Fed raises interest rates by 25 bps after September 2026 meeting — ▼ · impact -53 · confidence medium · horizon quarters
  61. · ◇ What if… Fed leaves interest rates unchanged after September 2026 meeting — ▼ · impact -48 · confidence high · horizon quarters
  62. · ◇ What if… The Fed Cuts Rates 100 bps — ▲ · impact +71 · confidence medium · horizon immediate

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