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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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BYD’s Next Test Is Profit, Not Growth

Artificial Intelligence Todd Analytics - 0
BYD's strengths remain but sustaining global growth will depend on profitability, localization, and disciplined execution in foreign markets.
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The Existential Crisis of ESG Investments

Climate Todd Analytics - 0
SEC’s Names Rule forces ESG funds to clarify labels, but many holdings still raise questions about greenwashing and real impact.
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ESG is Not Sustainability. Stop Pretending.

Climate Todd Analytics - 0
ESG remains useful, but only when separated from sustainability, ratings, disclosures, and impact reporting with real clarity.
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