Theories Archive
Resolved (Confirmed or Refuted) theories, retired from the active tracker.
Archived (Iteration 6 — 2026-10-17 17:35 EDT)
- T6: The Clean Baseload Squeeze & Canadian Nuclear Premium is now Confirmed. The unprecedented US DOE intervention to provide $4.4B to restart three decommissioned nuclear plants (Palisades, Three Mile Island, Duane Arnold) breaks all historical precedent. The US existing nuclear fleet is fully tapped. Hyperscaler capital must now flow to net-new nuclear jurisdictions, perfectly aligning with Ontario's pipeline.