Nuclear and grid shortage
Big electrical panels for data centers and the grid. Lead times 52 to 104 weeks; record orders.
More signals means a tighter squeeze. How the signals work.
| MTZ MasTec | Stage 2 · Pulled back | $213.62 | $182.34 – $441.43 | 52% | $413.80 | $193.71 | $54.50 |
| POWL Powell Industries | Stage 2 · Pulled back | $184.47 | $92.59 – $328.00 | 44% | $280.00 | $151.79 | $70.50 |
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.
Big electrical panels for data centers and the grid. Lead times 52 to 104 weeks; record orders.
Stage 2, Pulled back: the shortage is real, but the stocks fell on one specific fear. It scores 5 of 6 shortage signals.
Orders come in lumps.
Quarterly orders.
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.
Engines that push natural gas through pipes. 160-week lead times; Kodiak sold out.
Fear: Low natural gas prices.
Crews that build lines and substations.
Fear: Already near highs.