Nathan Research Group

Nathan Research Group — Two layers. (1) A proprietary seven-layer grid-equipment supply-chain model built from Korean supplier disclosure plus on-the-ground expert interviews: forward order-book estimates by supplier (~US$160bn across six suppliers in four reporting groups, US$130bn on 2026 disclosure only), quoted lead times by equipment class with vintage dating, backlog-to-revenue cover (Korea's big three at 2.4 years, ₩36.7tn backlog vs ₩15.01tn revenue), export-vs-domestic backlog composition, segment margin decomposition, production-slot value and permitting/consent timing. (2) The unde…

Nathan Research Group offers (Alternative, Supply Chain, Fundamental, Sentiment) — Small, dense and high-value per record — one long-form industry study plus a 27-page companion PDF per topic, built from multi-layer supplier models; behind them sits 13 years (2013-2026) of expert-network engagements across a 24-person analyst organisation, which is the volume that matters and is not disclosed.

Earnings-signal modelling for Korean and global power-equipment makers where backlog composition is undisclosed; slot-value and allocation arbitrage in a market where delivery date rather than price rations supply; datacenter capex schedule and grid-connection timing risk; export-control and permitting delay nowcasting; Korea-market entry and competitor diligence; expert-interview corpora for NLP/RLHF on industrial and financial-domain reasoning

The data is with 13 years of history.

Coverage spans APAC, US, Europe, Japan; Research & Consulting Services, Electrical Equipment & Components; alternative, supply_chain, fundamental, sentiment; equities.