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Economics

Uranium Spot Prices Tell Only Half the Story

Artificial Intelligence Todd Analytics - 0
Uranium spot prices mask a changing market as utility contracts thin after 2030 and future reactor demand meets a limited pool of deliverable supply.
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A Reality Check on the BRICS+ Fertilizer Thesis

Agribusiness Todd Analytics - 0
BRICS+ Consulting Group gets fertilizer risk right, but oversimplifies nutrient markets, global exposure, and the 2026 Hormuz crisis as critical evidence.
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Why FERC’s Data Center Grid Plan Makes Sense

Artificial Intelligence Todd Analytics - 0
FERC’s new large-load orders aim to speed data center grid access while improving cost allocation, reliability, transparency, and state coordination.
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AI Spending Reveals U.S. Market Vulnerabilities

Artificial Intelligence Todd Analytics - 0
AI capital spending is reshaping U.S. markets as data centers, power demand, debt, and financialization increase the risks of an investment slowdown.
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AI Data Centers Face Issues of Power and Policy

Artificial Intelligence Todd Analytics - 0
AI data center growth remains strong, but investors now face rising power costs, stricter state policies, grid constraints, and changing tax incentives.
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How China Is Closing the AI Infrastructure Gap

Artificial Intelligence Todd Analytics - 0
China’s centralized computing hubs may help it stretch scarce chips, power, and industrial data while U.S. grid bottlenecks slow AI deployment.
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