utilities

9 gates affect this dimension · earliest meaningful change: 2028

LME copper cash settlement sustains at or above each of $12,000 / $15,000 / $20,000 / $25,000 per tonne (≥1 quarter average)

conf: medium

2027

U3O8 spot sustains at or above each of $100 / $150 / $200 / $300 per lb (≥1 quarter)

WTI crude front-month trades at or below each of $55 / $50 / $40 per barrel (first touch)

Henry Hub natural gas annual-average spot crosses each of $4 / $5 / $7 / $10 per MMBtu

First commercial SMR in OECD providing baseload

Residential solar+storage < $0.04/kWh delivered

Autonomous robot crew drop-deployed on empty land produces positive ROI in 24 months

Home-grown vegetables (cucumber + 2 others) reach all-in cost parity with OECD supermarket prices for a household of 4

Real global GDP crosses 1.5× / 2× / 3× / 6× of 2026 baseline (sustained ≥1 year)