Nuclear and grid shortage
Gas is plentiful. Small reactor startups have no revenue yet.
More signals means a tighter squeeze. How the signals work.
| EQT EQT | Glut | $48.56 | $47.94 – $68.24 | 29% | $67.50 | $139.00 | $83.75 |
| OKLO Oklo | Glut | $37.02 | $34.38 – $193.84 | 81% | $76.43 | $206.46 | $70.00 |
Range bar: the dark tick is the price between the 12-month low (left) and high (right). The green tick is the analysts' average 12-month target, capped at the high. Good case uses that target. Bad case is a 2022-style slump: a 25% market drop scaled by the stock's beta (floor 0.5; 2.5 where beta is missing). Event stocks use an "event fails" estimate. These are what-if numbers, not predictions.
Gas is plentiful. Small reactor startups have no revenue yet.
Glut: there is too much supply and prices are falling. It scores 1 of 6 shortage signals.
Supply, not shortage.
None.
Enrichment price near $200 per unit. Russian supply waivers end Jan 2028; new US plants 2029 or later.
Fear: Utilities paused new contracts; nuclear startups crashed and dragged the group.
Big electrical panels for data centers and the grid. Lead times 52 to 104 weeks; record orders.
Fear: Orders come in lumps.
Engines that push natural gas through pipes. 160-week lead times; Kodiak sold out.
Fear: Low natural gas prices.