⚡ EEL v1.0 — Electrons vs Hydrocarbons (the AI-power pair)

Eel bets that AI datacenters are a structural new source of electricity demand — so the power complex (uranium, gas, grid, fuel cells) outperforms crude oil, the legacy transport fuel barely levered to AI. It expresses that as an energy-sector-neutral long/short:

• LONG the power complex — URNM (uranium), NATGAS (gas-fired power), COPPER (grid/electrification), BE (Bloom Energy fuel cells), USAR (rare earth).
• SHORT crude oil — BRENTOIL + CL (WTI).

Why it's hedged: both legs are energy, so a broad energy crash hurts both and cancels — the P&L is the electrons-vs-barrels spread, not energy direction. One producer (eel-producer.py) serves both books; EEL_LEG selects.