★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Panama Becomes the Latest LatAm Copper Exporter to Suffer Major Disruption to Output Panama's critical Cobre copper mine is set to be shut down following the Supreme Court's decision to void First Quantum's…McAlinden Research PartnersNovember 29, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ UraniumPolitics & Policy Uranium Prices Up on Increasing Odds of European Nuclear Renewal Uranium prices are reaching levels unseen in 15 years as decisions on new nuclear plants in Europe, as well as…McAlinden Research PartnersNovember 27, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Margin Pressure on Meat Processors’ Beef Business Could Finally Begin to Break Earnings from Tyson Foods and JBS show each company's beef business suffering from thinning margins. These cost pressures, induced by…McAlinden Research PartnersNovember 14, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ Aerospace & DefensePolitics & Policy Israel Begins Phase Two of War on Hamas as Dozens of Missiles Target Nearby US Military Bases The Israeli Defense Forces (IDF) have initiated the second phase of their military operation in Gaza, defying warnings from Iranian-backed…McAlinden Research PartnersOctober 31, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rising Cost Pressures in Chile’s Copper Mining Industry Raise Risks for Long-Term Supply of the Metal October marked another difficult month for Codelco, the Chilean state-owned copper miner. More executive resignations and a credit rating downgrade…McAlinden Research PartnersOctober 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesFinanceⓁ Bitcoin BlackRock Reaches Breakthrough Milestones in Bid to Launch Spot-Backed Bitcoin ETF Bitcoin's unit price broke out to a 52-week high above $35,000 on Monday evening, spurring a record amount of open…McAlinden Research PartnersOctober 24, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ BitcoinMarketsPolitics & Policy Bitcoin Now Worth More Than Half of Crypto Market Cap, ETF Prospects Keep Majority of Supply Unspent Bitcoin (BTC) rose to a three-month high this morning on reports that the SEC had approved a spot-backed BTC ETF.…McAlinden Research PartnersOctober 16, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy European Gas Pipeline Potentially Sabotaged as Global LNG Shipments Feel Tightening Stranglehold A leak in the BalticConnector pipeline, which transits natural gas between Finland and Estonia is now suspected to be an…McAlinden Research PartnersOctober 10, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Starbucks Looks to Save Coffee From Climate Change, Rolls out New Coffee Breeds to Counter Rust Fungus Climate change and its external consequences pose a long-term threat to global coffee supplies. Though the arabica coffee crop could…McAlinden Research PartnersOctober 5, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Rallying Crude Prices Push Drillers Toward Boom in Upstream Spend, But US Risks Being Left Out New oil and gas projects are being given the go-ahead around the world in the wake of rapidly-rising energy prices.…McAlinden Research PartnersSeptember 27, 2023