Chokepoint Supercycle: Week 46 Deep Dive – IEA’s 1,000 TWh AI Bomb, Tariff Reroutes, & PLTR’s $2T Rails
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Chokepoint Supercycle: Week 46 Deep Dive – IEA’s 1,000 TWh AI Bomb, Tariff Reroutes, & PLTR’s $2T Rails
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About this listen
In this week-ending AlphaLabs Deep Dive, we unpack the macro fireworks that just supercharged the Chokepoint Supercycle thesis. The IEA’s World Energy Outlook 2025 drops a 1,000 TWh AI power shock, US grids lag 45 GW, and tariffs carve exemptions while slamming 60% walls on China—rerouting billions to North American juniors.
- Power Crunch: CCJ +2.1%, UROY +4.3%, OKLO +1.8% as nuclear/SMRs become the AI grid lifeline.
- Resource Rerate: SCZ.V +5.2%, GZD.V +8.1% on tariff-proof silver/Zn feeds.
- Rails Revolution: PLTR +4.7% after hiking FY26 guidance 25%—tokenizing $2T in royalties.
- Verdict: Thesis intact and accelerating—340% base case by EOY 2026, -14% max drawdown hedged.
No breaks. Only bottlenecks getting tighter.
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Podcast Disclaimer
This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.
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