VIIRS detected a 1683MW thermal anomaly 0.4km from Nucor-Yamato Steel Blytheville plant (factory, Nucor). Possible fire / unplanned flaring / outage. Confidence: n. Site is ≈11% of NUE's tracked t of steel capacity (major materiality). Watch NUE and the chipmaker + downstream tech for disruption confirmation. Confidence 79%.
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WHAT IS EARLYWIRE?