BEP promoted to key_tickers (research-only); BIP filed as landlord-thread watch

Thesis

BEP promoted to key_tickers (research-only); BIP filed as landlord-thread watch

  • Type: thesis-shift (subtype: conversion)
  • event_id: 2026-07-18-bep-promoted-to-key-tickers-research-only-bip-filed-as-landlord-thread-watch
  • Shift: Reviewer sign-off (user call 2026-07-18) resolved both June key-ticker proposals: BEP joins key_tickers as the contracted-generation owner (research-only vehicle — Bermuda LP/K-1; BEPC is the tradable twin, family row added to _securities.json); BIP stays OUT of key_tickers, tracked as a landlord-thread watch given data-center FFO is only ~19% of its total.
  • Effect on thesis: key_tickers now carry a contracted-generation node alongside equipment (BE/GEV) and merchant IPPs (CEG/VST/TLN); the landlord thread has a named watch instead of a diluted key ticker.
  • Per-ticker: BEP ↑ (key_ticker, research-only). BIP → (landlord-thread watch; revisit if Data FFO share climbs).
5 events
DateTypeEvent
May 29 Deep DiveBN Aug 12 ScanMonster Scan Aug 13 ScanMonster Scan May 29 Deep DiveBIP / BIPC May 29 Deep DiveBEP

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