Supply risk scores the likelihood that supply constraints or disruptions will affect an asset or sector. Treat the score as an evidence-backed signal, not a standalone prediction. section 11.4
A retrieval-augmented LLM process extracts the score from retrieved news and returns it with supporting evidence and reasoning in a structured format. section 11.4 section 11.5
Uranium market signal
A sample assessment scores supply risk 7/10, citing geopolitical concentration in enrichment, including Russia’s role, and tightness associated with underinvestment. section 11.4.3
Figure 11.4 A sample JSON output from the LLM Analyst, demonstrating structured signal extraction. The model has synthesized multiple news snippets into a coherent, machine-readable assessment.
Inspect the sample JSON signal, including its supply-risk score and accompanying assessment. section 11.4.3
