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The supply chain broke where no one was looking.

One hub traded negative for 118 out of 131 days.

Nearly $700 billion committed, but only 5 gigawatts under construction.

The dominant U.S. producer lost $273 million last quarter.

One country holds the chokepoint, and there is no second source.

An $80 kit now costs $432, and no factory shut down.

Every advanced reactor contract traces back to Piketon, Ohio.

The nickel playbook doesn't fit every metal.

A surplus vanished in one quarter. Here's the map.

One is a statute. The other is a drought building in the Pacific.

One set by Washington, the other enforced by Beijing.

Storage fell to its lowest level since records began.