US clean power additions reached 17.1 GW in the second quarter
New US clean power capacity came online, increasing electricity supply from renewable generation.
Source →The trace
How it reaches your house.
Starting from Residential Electricity, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Residential Electricity →supply upElectricity Generation
The added 17.1 GW of clean capacity directly raises electricity-generation output, easing the supply process behind residential electricity.
94% confidenceElectric grid transformers →Prices riseGrain-Oriented Electrical Steel (GOES / CRGO)
More US clean-power buildout increases demand for grid transformers, and GOES is a core transformer-core material, so its pricing should rise.
81% confidenceElectric grid transformers →Prices riseElectrolytic Copper (Conductor Grade)
Higher transformer output raises demand for conductor-grade copper, one of the largest material inputs in transformer windings.
Hop 2
Grain-Oriented Electrical Steel (GOES / CRGO) →Stands to benefitMore clean-power buildout should lift transformer demand and, through it, GOES demand; as a 40% share, sole-qualified supplier with a 24-month replacement lead time, Cleveland-Cliffs is well positioned to benefit.
76% confidenceElectrolytic Copper (Conductor Grade) →Stands to benefitChina's 40% share of supply makes it a major beneficiary of stronger conductor-grade copper demand and pricing.
74% confidenceElectrolytic Copper (Conductor Grade) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Electric grid transformers
Companies you may own
600438.SS3800.HKDQ1799.HKCLFCodelcoJiangxi Copper Company LimitedNDAFCXPJM Interconnection LLCAHLS5401.TMaschinenfabrik Reinhausen GmbH (MR)NGK Insulators, Ltd.Weidmann Electrical Technology AGNynas ABHitachi Energy Ltd. (formerly ABB Power Grids)Trench Group0386.HKErgon International, Inc. (Ergon Refining)ENR.DE
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