Federal Reserve G.17 Industrial Production index for the nuclear electric power utility subsector (NAICS 221113). Capacity factor proxy — sustained high output means the fleet is running near full capacity, tightening uranium demand. Declining = outages or early closures reducing fuel demand.
US nuclear fleet runs at ~93% capacity factor when all units are online. Upticks in this output index signal new plant startups (Vogtle Unit 4, Palisades restart). Sustained output confirms uranium fuel consumption pace.
| Factor family | Energy |
| Relative weight | Supporting |
| Update cadence | Monthly |
| Modeled lead | ~8 weeks (a modeling assumption, not a validated finding) |
| Data source | FRED |
The lead time above is a design assumption, not an out-of-sample-validated relationship for a specific security or index. This is one Energy input among 47; it measures macro context, not a full investment thesis.
CCJ · LEU · UUUU · CEG · EXC · D · SO · DUK
| Date | Score | Status |
|---|---|---|
| 2026-09-06 | 67/100 | ▲ Bullish |
| 2026-09-05 | 67/100 | ▲ Bullish |
| 2026-09-04 | 67/100 | ▲ Bullish |
| 2026-09-03 | 67/100 | ▲ Bullish |
| 2026-09-02 | 67/100 | ▲ Bullish |
| 2026-09-01 | 67/100 | ▲ Bullish |
| 2026-08-31 | 67/100 | ▲ Bullish |
Unstructured Alpha weighs Industrial Production: Nuclear Electric Power (Fed G.17) alongside 46 other macro signals to build a Confluence Score for each stock. See how this signal is currently shaping the macro backdrop for the tickers you follow.
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Scores are derived from macro signals (FRED, EIA, SEC filings, FINRA short interest)
and updated as new data arrives. This is not financial advice. Past signal accuracy
does not guarantee future results.
unstructuredalpha.com · Not financial advice