• Type: spark (subtype: conversion)
• event_id: 2026-05-03-us-energy-dominance-conversion
• Source: Production perspective — 2026-05-01-us-energy-dominance
• Shift: Perspective converted to research/ directory + log format on 2026-05-03 as part of perspective backfill. Parent-of relationships preserved (oil-200-scenario, food-security-cascade).
• Effect on thesis: None substantively. Operational change.
• Per-ticker (initial reads): Carry forward from 2026-05-01 refresh.

Pre-conversion frozen state (informational, not log entries)

• 2026-04-10 — Original iran-war-oil perspective established (archive: 2026-04-10-iran-war-oil)
• 2026-04-13 — Theo three-theses input contributes (Canadian oil sands premium)
• 2026-04-14 — Camp 1 / Camp 2 split formalized; market vote confirmed Camp 1
• 2026-04-26 — Iran-war-oil absorbed; Camp 2 demoted to child perspective oil-200-scenario; food-security-cascade spawned
• 2026-05-01 — Friday EOW captured late-cycle services-leadership pattern (production frozen at this state)

If we mass-backfill earlier shifts (deferred per master brief Stage 5), each prior refresh gets its own event entry.

🔄 2026-06-25 full-scan tape check: CONTRADICTED / TRIGGER FIRED — USO $109.31 RSI 32 sitting AT the $110 lower watch level, producers/services washed (SLB/HAL/OIH RSI 30-33 — OIH inverted to oversold instead of the >70 late-cycle trim), Canadian premium compressing (ATH.TO −11.3% 30D). Watch_for #1 (USO<$110 sustained) effectively fired post US-Iran de-escalation — premium-leg downgrade/trim review filed in TASKS-PERSPECTIVES; structural legs survive a ceasefire. (Data tables spliced fresh to the 2026-06-25 close; full cross-scan read in 2026-06-25-full-scan-market-brief §6.)

🔄 2026-07-05 operating book: Demoted to bench (status → monitoring) in the operating-book cut (operating-book, ratified 2026-07-04) — model + promotion trigger kept (see watch_for), capture routing unchanged. Trigger firing = push to Jan for promotion review; slot 4 of the book is open.