★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentMarkets Refinery Margins Resilient as Fuel Prices Rebound, Disruptions Continue to Roil Output US refinery runs have remained suppressed after a winter storm knocked millions of barrels of capacity offline along the US gulf coast…McAlinden Research PartnersJanuary 25, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy New Russian Offensive In Southern Ukraine Could Signal a Coming Resurgence for Slumping Wheat Prices Wheat futures have fallen back to prices last seen prior to Russia's invasion of Ukraine, but a new offensive in…McAlinden Research PartnersJanuary 23, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionPolitics & Policy Oil Prices Resurgent as SPR Drain Defies White House Pledge to Initiate Refilling Process Oil Prices are on a hot streak despite a recent spate of bearish supply data. Though crude stockpiles just recorded…McAlinden Research PartnersJanuary 12, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Gold Gains as Fed Passes Peak Hawkishness, Russia Doubles Metal’s Allowance in National Wealth Fund Gold has continued its ongoing rally into the new year on hopes that the Fed's rapid pace of tightening is…McAlinden Research PartnersJanuary 4, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Demand Cracks New Record, But Continually High Prices Could Ultimately Benefit Renewable Capacity Coal consumption will hit an all-time high in 2022, marking a stunning rebound from just two years ago when utilization…McAlinden Research PartnersDecember 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionMonetary PolicyPolitics & Policy Oil Price Rebound Defies Significant Surge in Stockpiles, Focus Likely Shifting to Re-Fill For Depleted SPR Oil prices have rebounded throughout the week, despite a significant build in commercial stockpiles. Part of that can likely be chalked up…McAlinden Research PartnersDecember 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Cements Status as Fastest-Growing G20 Economy, Advances Investment Ambitions Saudi Arabia remains on track to be the fastest-growing major economy in the world this year while posting a budget…McAlinden Research PartnersDecember 13, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Gold Gains Ground As Fed Policy Appears to Have Passed its Peak Hawkishness Phase In November, gold broke its longest losing streak in more than 150 years. That rebound was spurred on by expectations…McAlinden Research PartnersDecember 5, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Uranium Prices May be in Peril as Renewed Shelling Rocks Europe’s Largest Nuclear Power Plant Ukraine's Zaporizhzhia Nuclear Power Plant has remained right on the front line of the Russian invasion since February of last year…McAlinden Research PartnersNovember 22, 2022