Wait, Philip Morris (tobacco giant) has an ESG score of 84 while Tesla gets only 37? 🤔 Elon just called out the entire ESG rating system on Twitter, and honestly, he's got a point.
Tesla's getting dunked on by Big Oil (Shell, Exxon) too—all scoring higher despite literally pumping carbon into the atmosphere. Meanwhile, Tesla's pushing EV adoption hard and actually reducing emissions.
The problem? ESG ratings are a mixed bag. Tobacco kills millions yearly, fossil fuel companies have climate records worse than villains in a Bond movie, yet they rank higher than the guy trying to revolutionize c

# Natural Gas Takes a Hit: Weather and Supply Pile-up
Natural gas futures (Dec contract) dropped 4.95% on Monday, with December Nymex closing down 0.226. The selloff was fueled by two major headwinds:
**Supply Side Crushing Prices:**
- US nat-gas production hit near-record levels at 110.0 bcf/day, up 7.1% year-over-year
- EIA bumped 2025 production forecast to 107.67 bcf/day (up 1.0%)
- Active drilling rigs jumped to 2-year highs, signaling more supply incoming
- Inventory surge: Last week's EIA report showed +45 bcf build, beating consensus of +34 bcf
- Current inventories 4.5% above 5-year

# Volvo's €65M Bet on Electric Excavators: Why Sweden Just Became Europe's Heavy Equipment Hub
Volvo Construction Equipment just dropped a major move—700 million SEK (~€65M) to build a crawler excavator megafactory in Eskilstuna, Sweden. This isn't just another factory announcement; it's part of a broader €237M European manufacturing pivot.
Here's what makes this interesting:
**The Play**: A 30,000 sqm facility producing 3,500 units annually, handling everything from 14-tonne to 50-tonne machines in both electric and combustion models. The key word here? *Flexibility*—Volvo's hedging its bets

Workday(WDAY) is about to release its Q3 financial report, see you on November 25.
This guy has been quite active lately: he has consecutively acquired the AI modeling tool Floewise and the recruitment AI company Paradox, and has formed strategic alliances with Microsoft and Kinaxis to integrate AI agent frameworks. Elliott Investment Management Company has invested over 2 billion USD into this, so this round of financing should be interesting.
From the data perspective:
📊 Subscription service revenue is estimated at $2.3 billion, a year-on-year increase of 14.1%.
📊 Estimated professional se

Global oil production hit 100M barrels/day pre-2020, but here's the thing: just 5 countries supply over half the world's oil.
US leads the pack (18.87M b/d in 2021), followed by Saudi Arabia (12M b/d), Russia (11.3M b/d), Canada (5.56M b/d), and China (4.99M b/d). These five control the global energy lifeline.
The wild part? US consumes MORE than it produces (19.78M b/d consumption vs 18.87M b/d production), so it relies on imports from Canada, Mexico, Russia, and others. Meanwhile, China's stuck in an energy paradox—producing 4.99M b/d but burning through 15.27M b/d. That's why they're aggres

**U.S. stocks closed higher, expectations for interest rate cuts rise**
On Tuesday, U.S. stocks reversed early losses, with all three major indices closing higher: the S&P 500 rose 0.91%, the Dow Jones increased by 1.43% (setting a weekly high), and the Nasdaq climbed 0.58%.
🔑Key Driver: Weak economic data instead benefits the stock market - this is quite interesting. September retail sales rose only 0.2% (expected 0.4%), the core PPI increase was also below expectations, and ADP weekly data showed a decline in private employment. The November consumer confidence index fell to a 7-month low o

Uranium Energy (UEC) took a bigger beating than the market today—down 4.42% while the S&P 500 only dropped 0.63%. Yikes.
But here's the wild part: UEC was up 36.76% just last month, absolutely crushing the Basic Materials sector (up 0.36%). Talk about a roller coaster.
The real alarm bell? Analysts just slashed their EPS forecast by 176.92% in the past month. UEC is now rated a Zacks #5 (Strong Sell), and earnings expectations have tanked from +18% revenue growth to profitability concerns.
Full year estimates are projecting -$0.17 EPS and $78.87M revenue. The uranium play went from hype to hea