Total Project Capex
$450.0B
$292.5B GPU / $157.5B Infra
Replacement Equity/Debt Gap
$130.0B
Capital required from sponsor/consortium
Residual Supplier Backstop
$20.0B
Supplier Risk Reduced by 86.67%
Annual Power Draw & Cost
100.74 TWh
$6.85B/yr @ $68/MWh
Capital Structure Backstop Allocation ($ Billions)
Haircut Reallocation Dynamics
Risk Shift Diagnosis: A $130.0B haircut on the proposed $150.0B supplier guarantee shrinks the supplier's balance sheet exposure down to $20.0B (86.7% reduction). The project developer and sovereign/private equity sponsors must absorb $130.0B in replacement senior mezzanine debt or equity to keep the 10.0 GW Ohio campus fully funded.
Supplier Exposure Haircut Sensitivity Schedule
Tranche Impact Table
| Haircut Scenario | Guarantee Cut ($B) | Residual Backstop ($B) | Supplier Risk Reduction | Replacement Capital Required | Est. Annual Power Cost |
|---|