The stack / 155 companies
Power
Turbines, transformers, interconnection queues and the utilities on the other end. The layer with the longest lead times.
The number
firm vs reserved turbine GW across GE Vernova, Siemens Energy, Mitsubishi Power
This week
Up most
- Enovix+12.0%
- SolarEdge Technologies+6.2%
- Amprius Technologies+6.1%
- Shoals Technologies+5.7%
- Clearway Energy+3.9%
Down most
- Deep Yellow-17.7%
- ESS Tech-17.6%
- SMA Solar Technology-17.6%
- Fervo Energy-16.9%
- Ceres Power-16.7%
Constituents
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| Deep Yellow | DYL.AX | energy | 0.68 AUD | -17.7% |
| ESS Tech | GWH | energy | 0.07 | -17.6% |
| SMA Solar Technology | S92.DE | energy | 47.48 EUR | -17.6% |
| Fervo Energy | FRVO | energy | 8.04 | -16.9% |
| Ceres Power | CWR.L | energy | 257.00 GBp | -16.7% |
| enCore Energy | EU | energy | 0.70 | -15.5% |
| FuelCell Energy | FCEL | energy | 11.11 | -14.5% |
| CATL | 300750.SZ | energy | 237.60 CNY | -14.2% |
| Contemporary Amperex Technology (CATL) | 300750.SZ | electrification | 237.60 CNY | -14.2% |
| Quanta Services | PWR | datacenters | 546.43 | -13.5% |
| Stem Inc | STEM | energy | 3.01 | -13.5% |
| Silex Systems | SLX.AX | energy | 3.22 AUD | -13.2% |
| Bloom Energy | BE | datacenters | 193.30 | -12.7% |
| Siemens Energy | ENR.DE | energy | 118.68 EUR | -12.1% |
| Enovix | ENVX | energy | 2.79 | +12.0% |
| ITM Power | ITM.L | energy | 80.95 GBp | -12.0% |
| nVent Electric | NVT | energy | 125.40 | -11.7% |
| GE Vernova | GEV | datacenters | 815.00 | -11.5% |
| Energy Fuels | UUUU | energy | 7.52 | -11.2% |
| NRG Energy | NRG | energy | 92.31 | -11.0% |
| Suzlon Energy | SUZLON.NS | energy | 37.40 INR | -11.0% |
| MasTec | MTZ | energy | 171.05 | -10.5% |
| ABB Ltd | ABBN.SW | datacenters | 67.78 CHF | -10.4% |
| Boss Energy | BOE.AX | energy | 1.21 AUD | -10.4% |
| Nexans | NEX.PA | energy | 113.60 EUR | -10.3% |
| EMCOR Group | EME | energy | 647.66 | -10.3% |
| Doosan Fuel Cell | 336260.KS | energy | 31600.00 KRW | -10.1% |
| Prysmian | PRY.MI | energy | 99.08 EUR | -9.4% |
| ASP Isotopes | ASPI | energy | 1.95 | -9.1% |
| HD Hyundai Electric | 267260.KS | energy | 470000.00 KRW | -8.9% |
| Schneider Electric | SU.PA | datacenters | 231.40 EUR | -8.6% |
| GCL Technology | 3800.HK | energy | 0.60 HKD | -8.4% |
| Doosan Enerbility | 034020.KS | energy | 59400.00 KRW | -8.0% |
| Vistra | VST | datacenters | 140.16 | -7.8% |
| NuScale Power | SMR | datacenters | 5.38 | -7.7% |
| Talen Energy | TLN | datacenters | 327.91 | -7.6% |
| Samsung SDI | 006400.KS | electrification | 490500.00 KRW | -7.5% |
| BWX Technologies | BWXT | energy | 127.19 | -7.2% |
| Nordex | NDX1.DE | energy | 36.36 EUR | -7.1% |
| Array Technologies | ARRY | energy | 3.19 | -7.0% |
Showing 40 of 155 · closes to 2026-10-23
What is being collected
series
A dated number. Collected on a cadence; the chart is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| nrc-reactor-status | US nuclear capacity-factor line; widget on nuclear/SMR company pages | 2026-10-23 | 4750 points |
| eia-930-grid | grid-stress index for PJM/ERCOT over datacenter counties | — | keyed |
| eia-steo-wholesale | what wholesale power cost each month at eleven US hubs — PJM, ERCOT, CAISO SP15, Mid-C and seven more | 2026-09-01 | 627 points |
| lbl-queued-up | interconnection queue slippage between editions | 2025-12-31 | 8 points |
| ercot-gis-report | Texas generation queue by study stage and fuel (GW, project counts), plus the month's commissioning and cancellation MW | 2026-09-01 | 160 points |
| openinframap-snapshots | new substations near named campuses | — | lead |
| eia-860m-slippage | when generation actually arrives — of the MW and the generators EIA-860M dated to last month, how much energized, how much slipped and how far; total, gas, ERCO, gas in ERCO | 2026-09-01 | 7292 points |
| census-c30-construction | US data-centre construction spend, monthly, in dollars put in place — never converted to MW | 2026-08-01 | 152 points |
| bls-ppi-grid-equipment | what the grid equipment a data centre waits on costs to buy: BLS producer price indexes for transformers and turbines, monthly, each on its own base — a price index, never a lead time | 2026-09-01 | 339 points |
| epoch-ai-data-centers | IT power and H100-equivalents on the AI campuses Epoch AI tracks, as Epoch estimates them, captured daily so Epoch's revisions become our history | 2026-10-25 | 963 points |
| usitc-hs-imports | transformer (HS 8504) and turbine (HS 8411) import lead-time proxy | — | keyed |
calendar
Forward-dated events a lean can be sealed on.
| Source | What it is for | As of | State |
|---|---|---|---|
| eia-860m-planned-generators | the 'coming online' calendar — every planned US generator and battery with its expected month; the slippage between editions is the series | — | not yet collected |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| turbine-backlog-8k | turbine queue tracker — firm vs reserved GW across GE Vernova, Siemens Energy, Mitsubishi Power | 2026-07-22 | 1 points |
| contracted-mw-filings | contracted / critical-IT-load MW across the beat | — | not yet collected |
| ai-capex-language | capex guidance revision tracker (the B1 ledger, fed mechanically) | — | not yet collected |
| utility-large-load-pipelines | each utility's own large-load and data-centre pipeline, stage by stage, in its own words and units, quarterly — never summed across utilities | — | hand |
| epri-bess-failures | grid-storage safety event log | — | lead |
hand
Found by the sweep and labelled "announced, not verified" — never a cron.
| Source | What it is for | As of | State |
|---|---|---|---|
| ercot-large-load-queue | the AI power-demand pipeline in Texas, MW by county mapped to names | — | hand |
| transformer-lead-times | cited lead-time line built from DOE reports and utility IRPs | — | hand |
| nrc-new-reactor-licensing | SMR licensing clock — application, hearing and decision dates per applicant | — | hand |
| doe-haleu-allocations | fuel allocations event log beside the licensing clock | — | hand |
What happened
| Date | Type | What happened | Source |
|---|---|---|---|
| 2026-10-23 | filing | 6-K: name change to Jinko Holdings Limited; Q3 results date setEx. 99.1: company completes name change to Jinko Holdings Limited. Ex. 99.2: it will report third quarter 2026 results on 30 Oct 2026. | agent:company-events · SEC EDGAR 6-K |
| 2026-10-23 | filing | 10-Q: quarter ended 30 Sep 2026, net loss $84.5mNo revenue from principal business. Q3 net loss $84.477m (2025 $105.824m); nine months net loss $283.516m. Cash $75.599m and marketable securities $744.184m at 30 Sep 2026. | agent:company-events · SEC EDGAR 10-Q |
| 2026-10-23 | funding round | 424B3: form of ADR for Jinko Holdings Limited ADSsBlank form of American Depositary Receipt for ADSs of Jinko Holdings Limited, each ADS representing four ordinary shares; depositary JPMorgan Chase Bank, N.A.; deposit agreement dated 9 Nov 2018. | agent:company-events · SEC EDGAR 424B3 |
| 2026-10-23 | filing | 8-K Item 3.01: NYSE non-compliance notice, market cap and equity under $50.0MStem received an NYSE non-compliance letter on 20 Oct 2026 (average market cap and stockholders' equity under $50.0M). It plans to submit a business plan within 45 days; 18 months to regain compliance. | agent:company-events · SEC EDGAR 8-K |
| 2026-10-22 | filing | 8-K 5.03: amended and restated By-Laws effective 20 Oct 2026Amended and restated By-Laws effective 20 Oct 2026 covering special meetings, advance notice, universal proxy and forum; 2027 advance notice window 13 Jan 2027 to 12 Feb 2027. | agent:company-events · SEC EDGAR 8-K |
| 2026-10-22 | filing | 8-K 7.01: Enovix statement on 21 Oct 2026 press articleCompany says a 21 Oct 2026 article's 2027 revenue estimate of around $100 million was not company-authorized or guidance; shipments were to a smart eyewear customer. Updated guidance to come with Q3 2026 results on 12 Nov 2026. | agent:company-events · SEC EDGAR 8-K |
| 2026-10-22 | filing | 6-K: news release dated 22 Oct 2026, Review of the Ballard Forum6-K furnishing Exhibit 99.1, news release dated 22 Oct 2026 titled 'Review of the Ballard Forum'. | agent:company-events · SEC EDGAR 6-K |
| 2026-10-22 | filing | 10-Q: quarter ended 30 Sep 2026, revenue $1,235.8MQuarter ended 30 Sep 2026: total revenue $1,235.8M (Q3 2025 $519.0M); net income attributable to common stockholders $250.3M (Q3 2025 loss $23.1M); diluted EPS $0.78. | agent:company-events · SEC EDGAR 10-Q |
| 2026-10-22 | guidance | 8-K 2.02: Q3 2026 results, revenue $1,235.8M; FY2026 revenue guidance $4.4B-$4.6BQ3 2026 revenue $1,235.8M (+138.1% y/y); net income to common stockholders $250.3M; GAAP diluted EPS $0.78. FY2026 revenue guidance raised to $4.4B-$4.6B. | agent:company-events · SEC EDGAR 8-K |
| 2026-10-21 | filing | JinkoSolar 6-K: results of 2026 annual general meeting6-K furnishes a press release dated 21 Oct 2026 titled "JinkoSolar Announces Results of 2026 Annual General Meeting". | agent:company-events · SEC EDGAR 6-K |
| 2026-10-21 | filing | NextEra Energy files 10-Q for quarter ended 30 Sep 2026Quarterly report on Form 10-Q for the period ended 30 Sep 2026, filed 21 Oct 2026. | agent:company-events · SEC EDGAR 10-Q |
| 2026-10-21 | filing | Ballard Power 6-K: news release on hydrogen at summer events6-K Exhibit 99.1 is a 21 Oct 2026 news release titled "Ballard and GeoPura put clean energy center stage in a hydrogen-powered summer of music and sport". | agent:company-events · SEC EDGAR 6-K |
| 2026-10-21 | guidance | QuantumScape reports Q3 2026 net loss of $84.5MQ3 2026 GAAP net loss $84,477K ($0.14/share), adjusted EBITDA loss $60,707K, capex $4.4M, liquidity $819.8M. FY2026 adjusted EBITDA loss guidance $250M-$275M. | agent:company-events · SEC EDGAR 8-K |
| 2026-10-21 | guidance | NextEra Energy reports Q3 2026 GAAP net income of $4.775BQ3 2026 GAAP net income attributable to NEE $4,775M ($2.28/share); adjusted earnings $2,592M ($1.24/share), versus $2,438M GAAP and $2,348M adjusted in Q3 2025. | agent:company-events · SEC EDGAR 8-K |
| 2026-10-20 | filing | Ballard Power 6-K: Q3 2026 results conference call notice6-K Exhibit 99.1 is a news release titled "Ballard Announces Q3 2026 Results Conference Call". | agent:company-events · SEC EDGAR 6-K |
| 2026-10-20 | filing | Form 4 cluster: 7 PSEG insiders have 3,039 shares withheld for FICA taxes, 16 Oct 20267 insiders filed Form 4 for 16 Oct 2026, all code F withholdings at $71.49 to satisfy FICA taxes. Total 3,039 shares (LaRossa 1,639). | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-20 | filing | Form 4 cluster: 3 Oklo insiders report 6,882 RSUs settled and 3,047 shares sold, 13-19 Oct 20263 insiders, 13-19 Oct 2026: RSU settlements Hanson 961, Renner 1,521, Narayanadas 4,400; sell-to-cover sales Renner 688 at $30.75 and Narayanadas 2,359 at $27.63. | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-20 | filing | Form 4 cluster: 6 EnerSys insiders report director units and officer RSUs/PSUs, 15-16 Oct 2026Navneet Grewal (Chief Digital, AI Officer) received 5,927 RSUs and 5,927 PSUs on 16 Oct. Five directors received stock units on 15 Oct at $172.82. All acquisitions; no sales. | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-20 | contract | 8-K: SIGECO bond purchase agreement for $260M first mortgage bonds in three seriesSIGECO (CenterPoint subsidiary) agreed 20 Oct 2026 to sell $130M 5.99% Series 2026A due 2031 (issued 20 Oct 2026), $80M 6.15% Series 2026B due 2033 (15 Dec 2026) and $50M 6.33% Series 2027A due 2037 (25 Feb 2027). | agent:company-events · SEC EDGAR 8-K |
| 2026-10-20 | guidance | 8-K: Clearway Energy Q3 2026 operating data previewExhibit 99.1 dated 20 Oct 2026. Net capacity: wind 3,569 MW, solar 3,249 MW. Total wind compensable generation 3Q 2026: 2,424 GWh; 3Q total wind plant availability 91%. | agent:company-events · SEC EDGAR 8-K |
Dated ahead
| Date | Company | Period | Firmness |
|---|---|---|---|
| 2026-10-26 | NextEra Energy NEE | 2026-Q3 | expected |
| 2026-10-26 | PG&E Corporation PCG | 2026-Q3 | expected |
| 2026-10-26 | Vertiv Holdings VRT | 2026-Q3 | expected |
| 2026-10-28 | CenterPoint Energy CNP | 2026-Q3 | expected |
| 2026-10-28 | Enphase Energy ENPH | 2026-Q3 | expected |
| 2026-10-29 | Edison International EIX | 2026-Q3 | expected |
| 2026-10-29 | FirstEnergy FE | 2026-Q3 | expected |
| 2026-10-30 | Caterpillar CAT | 2026-Q3 | expected |
| 2026-10-30 | CMS Energy CMS | 2026-Q3 | expected |
| 2026-10-30 | DTE Energy DTE | 2026-Q3 | expected |
| 2026-10-30 | EMCOR Group EME | 2026-Q3 | expected |
| 2026-10-30 | First Solar FSLR | 2026-Q3 | expected |
| 2026-11-02 | Air Products & Chemicals APD | 2026-Q3 | expected |
| 2026-11-02 | APi Group APG | 2026-Q3 | expected |
| 2026-11-02 | Bloom Energy BE | 2026-Q3 | expected |
| 2026-11-02 | Dominion Energy D | 2026-Q3 | expected |
| 2026-11-02 | Eaton ETN | 2026-Q3 | expected |
| 2026-11-02 | Exelon EXC | 2026-Q3 | expected |
| 2026-11-02 | Linde LIN | 2026-Q3 | expected |
| 2026-11-02 | MasTec MTZ | 2026-Q3 | expected |