★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Energy Takes Center Stage in US Midterm Elections, But a “Red Wave” Could Send a Bearish Signal for Oil Prices Though drilling and other oilfield services are booming throughout most of the world this year, the US's domestic industry has…McAlinden Research PartnersNovember 8, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Central Banks Embark on a Gold Buying Spree as Instability Threatens to Spark a Rally Though gold has skidded into its worst losing streak in more than 150 years, central bank buying has accelerated to…McAlinden Research PartnersNovember 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Biden Launches Renewed Windfall Tax Threat, Yet Congressional Support Remains Uncertain Windfall taxes on the energy industry are once again being floated by lawmakers in the US, just ahead of key…McAlinden Research PartnersNovember 1, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi ArabiaPolitics & Policy Rising Oil Revenues Help Saudi Arabia Accelerate Economic Transformation via Vision 2030 Saudi Arabia is utilizing surging oil revenues to accelerate the transformation of its economy through the Vision 2030 initiative. The…McAlinden Research PartnersOctober 25, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Refiner Margins Rise to New Highs, but Threat of Gov’t Action on Export Curbs Keeps a Lid on Stock Prices Refinery Margins are surging, but that is doing little to help the performance of their stock prices. A worsening shortage…McAlinden Research PartnersOctober 17, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy OPEC+ Overshoots Expectations with New Output Cuts, American Oil & Gas Revival Becomes Critical OPEC+ delivered a shock to oil markets last week. The syndicate drove WTI benchmark crude to its highest close since…McAlinden Research PartnersOctober 10, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Oil Prices Bounce as OPEC+ Plans Production Cuts and Asserts Energy Market Dominance Energy stocks posted their best day in two years yesterday, emerging from a September slump. That was largely a reaction…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential Nord Stream Sabotage Strikes Latest Blow in Global Struggle for Energy Supplies Seismologists and security officials have indicated that severe leaks in both Nord Stream pipelines were caused by explosions, likely constituting…McAlinden Research PartnersSeptember 28, 2022