Systems of Power Monitoring Station
Track Energy, Compute, Capital, and Sovereignty. Three layers: what happened, what is forming, what comes next.
TFI Composite · Q2 2026
72.4
↑ 3.8 Q-on-Q
v1.0
Power is concentrating.
Accelerated by compute controls. This is not a cycle. This is a structural relocation of compute capacity away from open markets and into nationalized pipelines.
Q2 2026 · TFI Composite Index
Energy
68
+2
Compute
84
+5
Capital
71
-1
Sovereignty
65
+3
🇺🇸
United States
88.2
+1
🇨🇳
China
74.1
+4
🇰🇷
South Korea
68.5
+2
🇸🇦
Saudi Arabia
56.3
-3
🇻🇳
Vietnam
41.8
+1
Live Indicators
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Signal Feed
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Force Interaction — Current Regime
Which forces are colliding right now.
Active Collisions
1
Compute + Sovereignty
Chip export controls and national compute strategies converging.
2
Energy + Capital
LNG and nuclear deals becoming instruments of strategic influence.
3
Capital + Compute
Sovereign wealth funds shifting to infrastructure ownership.
4
Energy + Sovereignty
Dormant this week.
Momentum Δ vs Prior Period
Compute is the fastest-moving force. Capital is the only negative mover.
Pattern Match · Historical Analog
Q3 2024
ASML Lithography Ban on China
Compute spiked 6 pts in 2 weeks. Capital re-routed to Southeast Asia within 14 days.
NOW
NVIDIA H20 Expanded Controls
Same force pair. Same region. Compute delta +5.3 vs +6.1 in 2024.
87%
pattern match
Confidence scores go live Q4 2026 with 12 months of trailing data.
What to Track
01
Vietnam Compute Corridor
If Compute stays above 80 for 3 more weeks, Capital indicators will likely shift. Historical lag: 14 days.
High Priority
02
Energy ASEAN Divergence
Energy growth in ASEAN outpacing global average. Watch for capital reallocation signals.
Monitor
03
US Sovereignty Differential
Sovereignty score gap between US and next tier is widening. Structural, not cyclical.
Structural
Forecast Horizon
Leading indicator layer — scenario modeling and AI-powered forecasting.
Not Yet Active
Leading Forecast Engine
Target
Q2 2027
Record
Now
Radar
Q4 2026
Horizon
Q2 2027
Scenario Engine
Adjust force weights. Run what-if scenarios. See TFI-C shift in real time.
AI Brief Generator
Auto-generated weekly briefs from signal patterns. Human-reviewed, AI-drafted.
Predictive Alerts
Get notified before forces cross thresholds. Pattern-based early warning.
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