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Nuclear Energy

Uranium Royalty’s Post Sweetwater Opportunity

Commodities Todd Analytics - 0
UROY’s Sweetwater acquisition adds scale and cash flow to uranium investment, but debt, liquidity and a January 2027 maturity now put execution in focus.
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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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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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UEC’s Expanding Role Changes UROY’s Valuation

Commodities Todd Analytics - 0
UEC strengthens UROY through the Sweetwater acquisition, expanding royalty income while adding debt, dilution, and long-term growth potential.
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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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