Cascade Graph: Interactive Map of AI Energy Constraints and Supply Chokepoints

The Cascade Graph is a directed knowledge graph of the physical economy, built to trace how structural pressure cascades from root drivers through chokepoints and geographies to investable tickers. It currently contains 405 nodes (34 drivers, 90 chokepoints, 10 geographies, 5 jurisdictions, 4 substitutes, 262 tickers) connected by 597 sourced mechanism edges and 41 feedback loops. Every link is in plain language, graded, and cited.

Stress flows left-to-right: drivers push pressure into the system, jurisdictions and geographies gate it, pressure concentrates at chokepoints, substitutes cap upside, and value accrues to investable terminals (tickers). Each ticker node carries 2–3 vetted instruments with sourced exposure notes, venue labels, and median daily $-volume liquidity tiers. Where no clean liquid play exists, the graph states that explicitly.

Four published theses trace full cascades:

• The Uninsurable Future — climate losses → insurer retreat → catastrophe-bond & ILS market → RNR, AON, MMC, EG, ILS
• The Copper Chokepoint — AI & grid demand → structural copper deficit → FCX, SCCO, COPX
• The Nuclear Inevitability — AI power hunger → uranium & nuclear → CCJ, URA, URNM
• The Northern Pivot — warming Arctic → new routes & resources

To use the graph, pick a theme from the dropdown to filter nodes, click any node to open its evidence file (why it matters, sourced data, tickers, further reading, and what it drives/drives it). Focus mode isolates a node's direct causes and consequences. Toggle between cascade view (one-way chains) and feedback loops (reinforcing or dampening cycles). The graph also tags each node as a problem play (own the scarcity), solution play (own what gets bought to fix it), or both.

The interactive version requires JavaScript. The site provides an accessible Cascade Index (plain text, no JS) for keyboard and screen reader users. All content is free, no sign-up, no paywall.