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Criticality Criticality comes from the trace model and describes the node's dependency importance.
Evidence Evidence comes from the canonical Vein Graph: AI assertions, user corrections, and external sources.
Completeness Completeness is a data-coverage label based on available summary, evidence, sources, tickers, and chokepoint rationale.
Dynamic claims are capped below 100% and AI-only edges remain labeled as inferred. Model: trace-score-v1
Large power transformers and associated components required for grid expansion and data-center interconnection.
Ultra-low-loss electrical steel laminations for transformer cores.
Copper windings, tap changers, and high-voltage bushings assembled into utility transformers.
Transformer oil, pressboard, and insulation systems for high-voltage reliability.
Utilities, renewables, and data centers competing for long-dated transformer delivery slots.
Generated analysis — not investment advice.