{
  "report_id": "theme_power_scarcity_node_electrical_equipment_bottlenecks",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/power-scarcity-and-grid-load/nodes/electrical-equipment-bottlenecks/index.html",
  "title": "Electrical Equipment Bottlenecks",
  "as_of": "2026-07-02",
  "generated_at": "2026-07-04T00:00:00-07:00",
  "freshness": {
    "price_data_as_of": "2026-07-02",
    "daily_ohlc_latest": "2026-07-02",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-07-04",
    "active_common_stocks": 5274,
    "filtered_coverage_count": 5008
  },
  "revision": {
    "version": 5,
    "updated_label": "Paper-led rerank from 1GT and SemiAnalysis grid constraints research",
    "metadata_path": "themes/power-scarcity-and-grid-load/nodes/electrical-equipment-bottlenecks/report.json",
    "curation_source": "themes/power-scarcity-and-grid-load/nodes/node-data.json",
    "static_setup_source_as_of": "2026-05-22",
    "generator_drift": "scripts/build_power_scarcity_nodes.py still emits visible setup paragraph stacks, table-based baskets, an article-body setup-table section, dense confirm/weakens tables, and inline_svg chart metadata; this refresh updated only static target artifacts by ownership rule."
  },
  "node": {
    "slug": "electrical-equipment-bottlenecks",
    "order": 1,
    "level": "L3 core node",
    "role": "Supplies turbines, transformers, switchgear, substations, electrical rooms, busbar, UPS, E-Houses, and data-center power systems.",
    "description": "Electrical equipment bottlenecks are the hardware layer that lets new grid, industrial, and data-center load become usable power: gas turbines, transformers, switchgear, substations, electrical rooms, busbar, UPS, E-Houses, integrated data-center power systems, utility testing and monitoring instruments, and high-voltage power-conversion components. Buyers include utilities, hyperscalers, colocation operators, industrial project owners, contractors, equipment channels, and OEMs. The node works when orders, RPO, backlog, design wins, and utility monitoring demand ship or convert at acceptable price/cost spread, margin, customer-advance quality, working-capital control, and free cash flow. The current basket read keeps GEV first for scale and Power/Electrification RPO, POWL second for pure switchgear and project exposure, ETN and HUBB for scaled electrical platforms, VRT for data-center power systems with cooling and backup-power overlap, ESE sixth for utility test and monitoring instrumentation, and POWI seventh for power-conversion and gate-driver semiconductors."
  },
  "ticker_baskets": {
    "core": [
      "GEV",
      "POWL",
      "ETN",
      "HUBB",
      "VRT"
    ],
    "option": [],
    "watch": [
      "ESE",
      "POWI"
    ]
  },
  "demand_origin_refs": [
    "MSFT",
    "AMZN",
    "GOOGL",
    "META",
    "ORCL",
    "CRWV"
  ],
  "chart_artifacts": [
    {
      "chart_id": "chart-gev",
      "ticker": "GEV",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/GEV/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    },
    {
      "chart_id": "chart-powl",
      "ticker": "POWL",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/POWL/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    },
    {
      "chart_id": "chart-etn",
      "ticker": "ETN",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/ETN/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    },
    {
      "chart_id": "chart-hubb",
      "ticker": "HUBB",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/HUBB/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    },
    {
      "chart_id": "chart-vrt",
      "ticker": "VRT",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/VRT/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    },
    {
      "chart_id": "chart-ese",
      "ticker": "ESE",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/ESE/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    },
    {
      "chart_id": "chart-powi",
      "ticker": "POWI",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "visible_start_date": "2023-07-02",
      "visible_end_date": "2026-07-02",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "api_route": "/api/securities/POWI/chart?frequency=weekly&window=3y&as_of=latest",
      "static_setup_source_as_of": "no refreshed static setup row; added in paper-led rerank"
    }
  ],
  "links_out": [
    "theme_power_scarcity_and_grid_load",
    "theme_power_scarcity_node_new_power_demand",
    "theme_power_scarcity_node_utilities_grid_recovery",
    "theme_power_scarcity_node_merchant_power_capacity_markets",
    "theme_power_scarcity_node_grid_delivery_services",
    "theme_power_scarcity_node_power_ready_campuses",
    "theme_power_scarcity_node_fuel_inputs",
    "theme_power_scarcity_node_cooling_backup_power_quality"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md",
    "../../../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md",
    "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md",
    "../../../../../knowledge/wiki/concepts/themes/energy-input-cost-pass-through.md",
    "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md",
    "../../../../../knowledge/wiki/lanes/sector/industrials.md",
    "../../../../../knowledge/wiki/lanes/sector/information-technology.md",
    "../../../../../knowledge/wiki/lanes/security/gev.md",
    "../../../../../knowledge/wiki/lanes/security/powl.md",
    "../../../../../knowledge/wiki/lanes/security/etn.md",
    "../../../../../knowledge/wiki/lanes/security/hubb.md",
    "../../../../../knowledge/wiki/lanes/security/vrt.md",
    "../../../../../knowledge/wiki/lanes/security/ese.md",
    "../../../../../knowledge/wiki/lanes/security/powi.md",
    "../../../../../knowledge/raw/sources/security_profile__ese__autoresearch_security_profile_06212026_/output.md",
    "../../../../../knowledge/raw/sources/security_research__ese__autoresearch_security_profile_06212026_/output.md",
    "../../../../../knowledge/raw/sources/security_profile__ese__autoresearch_security_profile_06212026_/source.json",
    "../../../../../knowledge/raw/sources/security_research__ese__autoresearch_security_profile_06212026_/source.json",
    "../../../../../knowledge/raw/sources/security_profile__powi__autoresearch_security_profile_06212026_/output.md",
    "../../../../../knowledge/raw/sources/security_research__powi__autoresearch_security_profile_06212026_/output.md",
    "../../../../../knowledge/raw/sources/security_profile__powi__autoresearch_security_profile_06212026_/source.json",
    "../../../../../knowledge/raw/sources/security_research__powi__autoresearch_security_profile_06212026_/source.json"
  ],
  "external_sources": [
    {
      "label": "GE Vernova Investor Events",
      "url": "https://www.gevernova.com/investors/events",
      "checked_on": "2026-06-13",
      "use": "next-earnings confirmation",
      "result": "Confirmed 2nd Quarter 2026 Earnings Webcast on July 22, 2026."
    },
    {
      "label": "Powell Industries investor relations page",
      "url": "https://www.powellind.com/investor-relations/",
      "checked_on": "2026-06-13",
      "use": "next-earnings confirmation attempt",
      "result": "Official page loaded during review but exposed no upcoming earnings-event text; Basket uses Not confirmed."
    },
    {
      "label": "Eaton investor events and presentations page",
      "url": "https://www.eaton.com/us/en-us/company/investor-relations/events-presentations.html",
      "checked_on": "2026-06-13",
      "use": "next-earnings confirmation attempt",
      "result": "Official page timed out during review after an HTTP/2 failure and an HTTP/1.1 retry; Basket uses Not confirmed."
    },
    {
      "label": "Hubbell investor relations page",
      "url": "https://www.hubbell.com/hubbell/en/investor-relations",
      "checked_on": "2026-06-13",
      "use": "next-earnings confirmation attempt",
      "result": "Official URL returned product-site content rather than a clean investor event calendar during review; Basket uses Not confirmed."
    },
    {
      "label": "Vertiv investor relations page",
      "url": "https://investors.vertiv.com/",
      "checked_on": "2026-06-13",
      "use": "next-earnings confirmation attempt",
      "result": "Official IR page was Cloudflare-gated during review; Basket uses Not confirmed."
    },
    {
      "label": "ESE filed security lane and paired raw outputs",
      "url": "../../../../../knowledge/wiki/lanes/security/ese.md",
      "checked_on": "2026-06-21",
      "use": "local source-routed node integration",
      "result": "Filed lane and raw outputs support Utility Solutions/Doble/Megger route, Q2 FY2026 sales, backlog, book-to-bill, Megger financing/integration risk, and GAAP/cash proof burden."
    },
    {
      "label": "POWI filed security lane and paired raw outputs",
      "url": "../../../../../knowledge/wiki/lanes/security/powi.md",
      "checked_on": "2026-06-21",
      "use": "local source-routed node integration",
      "result": "Filed lane and raw outputs support high-voltage power-conversion ICs, gate drivers, PowiGaN, industrial mix, Q1 revenue, cash conversion, Q2 guide, and valuation/concentration proof burden."
    },
    "../../../../papers/power-grid/article_power-grid-upgrades.md",
    "../../../../papers/power-grid/US Grid Constraints_ Towards 40GW+ of Behind-The-Meter Datacenter by 2028_.md"
  ],
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Electrical Equipment Bottlenecks weekly OHLC and EMA chart inputs",
      "query_ref": "duckdb-readonly:daily_ohlc_weekly_aggregation_20w_100w_ema:GEV|POWL|ETN|HUBB|VRT|ESE|POWI:2026-06-18"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Electrical Equipment Bottlenecks market caps and daily OHLC coverage",
      "query_ref": "duckdb-readonly:instruments_market_cap_and_daily_ohlc_coverage:GEV|POWL|ETN|HUBB|VRT|ESE|POWI:2026-06-18"
    },
    {
      "kind": "discovery_cli_lineage_status",
      "label": "ESE and POWI daily_ohlc lineage status",
      "query_ref": "discovery:lineage-status:daily_ohlc:ESE|POWI:lineage-can-lag-latest-rows"
    }
  ]
}