{
  "report_id": "theme_power_scarcity_node_fuel_inputs",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/power-scarcity-and-grid-load/nodes/fuel-inputs/index.html",
  "title": "Fuel Inputs",
  "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",
    "static_setup_thresholds_as_of": "2026-05-22",
    "earnings_dates_checked_as_of": "2026-06-13",
    "active_common_stocks": 5274,
    "filtered_coverage_count": 5008
  },
  "revision": {
    "version": 4,
    "updated_label": "Paper-led rerank from 1GT and SemiAnalysis grid constraints research",
    "metadata_path": "themes/power-scarcity-and-grid-load/nodes/fuel-inputs/report.json",
    "curation_source": "themes/power-scarcity-and-grid-load/nodes/node-data.json",
    "generator_drift": "scripts/build_power_scarcity_nodes.py still emits visible setup paragraph stacks, table-based Basket sections, dense confirmation tables, body setup tables, inline_svg chart metadata, and fallback tables. Do not rerun it for this static node until the generator is modernized.",
    "shared_file_updates_deferred": [
      "themes/power-scarcity-and-grid-load/nodes/node-data.json still carries the old fuel-input description, current_setup headwinds, basket_intro, basket_rows, confirm_weakens_rows including the old chart-timing row, known_gaps, knowledge_routes, revision_version 2, and 2026-05-22 price-data references.",
      "themes/power-scarcity-and-grid-load/report.json keeps the correct fuel-input route and counts, but theme-level freshness, discovery_sources, value_chain_screen price-data fields, and the parent source list still reflect the older 2026-05-22/2026-05-25 package.",
      "sitemap.json still shows the fuel-input page as_of 2026-05-25, old links_out, older knowledge_sources limited to LEU/LNG/OKE, and discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:fuel-inputs:2026-05-22."
    ]
  },
  "node": {
    "slug": "fuel-inputs",
    "order": 7,
    "level": "L2 sub-route node",
    "role": "Tracks the nuclear fuel, gas, LNG, midstream, and upstream inputs needed to keep firm power reliable.",
    "description": "Fuel inputs are the fuel-cycle and gas-infrastructure layer that keeps firm power available when data centers, industrial plants, utilities, and power producers need dependable megawatts. The node covers nuclear fuel and enrichment, uranium production and fuel services, LNG liquefaction and export capacity, natural-gas transmission and storage, midstream gathering and processing, and upstream gas supply. The paper-led rerank moves gas deliverability ahead of slower nuclear-fuel routes: WMB, KMI, ET, LNG, and OKE are core because pipelines, storage, feedgas, and LNG cash flow are nearer-term BTM and dispatchable-power routes; EPD, CCJ, LEU, and EQT sit option-tier; BWXT remains watch until nuclear-services evidence is narrower."
  },
  "ticker_baskets": {
    "core": [
      "WMB",
      "KMI",
      "ET",
      "LNG",
      "OKE"
    ],
    "option": [
      "EPD",
      "CCJ",
      "LEU",
      "EQT"
    ],
    "watch": [
      "BWXT"
    ]
  },
  "demand_origin_refs": [
    "MSFT",
    "AMZN",
    "GOOGL",
    "META",
    "ORCL"
  ],
  "chart_artifacts": [
    {
      "chart_id": "chart-wmb",
      "ticker": "WMB",
      "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/WMB/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-kmi",
      "ticker": "KMI",
      "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/KMI/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-et",
      "ticker": "ET",
      "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/ET/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-lng",
      "ticker": "LNG",
      "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/LNG/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-oke",
      "ticker": "OKE",
      "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/OKE/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-epd",
      "ticker": "EPD",
      "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/EPD/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-ccj",
      "ticker": "CCJ",
      "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/CCJ/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-leu",
      "ticker": "LEU",
      "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/LEU/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-eqt",
      "ticker": "EQT",
      "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/EQT/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-bwxt",
      "ticker": "BWXT",
      "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/BWXT/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_electrical_equipment_bottlenecks",
    "theme_power_scarcity_node_grid_delivery_services",
    "theme_power_scarcity_node_power_ready_campuses",
    "theme_power_scarcity_node_cooling_backup_power_quality"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md",
    "../../../../../knowledge/wiki/lanes/sector/energy.md",
    "../../../../../knowledge/wiki/concepts/themes/energy-input-cost-pass-through.md",
    "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md",
    "../../../../../knowledge/wiki/lanes/security/leu.md",
    "../../../../../knowledge/wiki/lanes/security/lng.md",
    "../../../../../knowledge/wiki/lanes/security/oke.md",
    "../../../../../knowledge/wiki/lanes/security/ccj.md",
    "../../../../../knowledge/wiki/lanes/security/bwxt.md",
    "../../../../../knowledge/wiki/lanes/security/wmb.md",
    "../../../../../knowledge/wiki/lanes/security/kmi.md",
    "../../../../../knowledge/wiki/lanes/security/eqt.md",
    "../../../../../knowledge/articles/Williams Announces Record First-Quarter 2026 Results - Williams Companies, Inc.md",
    "../../../../../knowledge/wiki/lanes/security/et.md",
    "../../../../../knowledge/wiki/lanes/security/epd.md"
  ],
  "external_sources": [
    {
      "kind": "earnings_calendar",
      "source": "Nasdaq earnings pages",
      "accessed_at": "2026-06-13",
      "tickers": [
        "LNG",
        "OKE",
        "LEU",
        "CCJ",
        "BWXT",
        "WMB",
        "KMI",
        "EQT"
      ],
      "finding": "Accessible earnings-date fields returned Data is currently not available; cards use Not confirmed."
    },
    "../../../../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": "Fuel Inputs weekly OHLC and EMA chart inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:fuel-inputs:2026-07-02"
    },
    {
      "kind": "status",
      "label": "LNG local coverage sample",
      "query_ref": "discovery:status:LNG:2026-06-13"
    },
    {
      "kind": "lineage-status",
      "label": "LNG daily_ohlc lineage sample",
      "query_ref": "discovery:lineage-status:LNG:daily_ohlc:2026-06-13"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Fuel Inputs market caps and daily_ohlc coverage",
      "query_ref": "discovery:duckdb:instruments_market_cap_daily_ohlc_coverage:fuel-inputs:2026-06-13"
    }
  ]
}