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Factories can't switch vendors for nearly two years.

The industrial capacity to bridge that gap does not exist.

The bottleneck moved somewhere nobody expected.

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.