★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Uranium Market to be Re-Energized by Infrastructure Package, Emerging Nuclear Technologies Uranium is now considered the top mineable commodity at Morgan Stanley. That news comes just as the new US infrastructure…McAlinden Research PartnersAugust 18, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Big Oil Looks to Expand Hydrogen Initiatives Amid Emission-Slashing Breakthroughs Green hydrogen continues to gain traction as an alternative energy source as major oil producers including BP, Royal Dutch Shell,…McAlinden Research PartnersAugust 5, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsPolitics & Policy Several Renewed Catalysts Could Boost Copper’s Comeback Copper prices bounced back through July, following a rise in US demand and diminishing influence of Chinese strategic reserve releases…McAlinden Research PartnersAugust 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Brazil’s Bad Weather Busts Coffee Crop, Could Signal Longer-Term Climate Concerns A severe drought, followed by a wave of cold temperatures and frost, has now wiped out millions of bags' worth…McAlinden Research PartnersJuly 28, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Homebuilders Set to Bolster Profitability, Mortgage Rates Retrace Back to 5-Month Low Home sales have weakened over the last couple of months and the latest data show potential home buyers may be increasingly…McAlinden Research PartnersJuly 21, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesServices Grilling Season Fires up Plant-Based Food Sales, Dairy Alternatives Accelerate Adoption Demand for plant-based alternatives is heating up this grilling season, as a recent report found that 78% of Americans planned…McAlinden Research PartnersJuly 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Battery Metals Bounce Higher as Producers Make a Push for New Mining and Processing Tech Battery metals are forecast to remain in short supply for years to come as the transition to green energy adds…McAlinden Research PartnersJuly 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Record Heatwave Worsens US Drought, Potentially Compromising Tight Crop Supplies A massive drought in the US West, which may be the worst in 1,200 years, is only intensifying as cities…McAlinden Research PartnersJuly 1, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMarkets Crude Forecasts Climb Higher as Demand Outpaces Supply, Downstream Investment Sluggish Summary: Forecasts of rising oil futures, perhaps even to $100, remain popular this month, following a strong rebound in summer travel demand…McAlinden Research PartnersJune 22, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Lumber’s Tumble Could Spell Renewed Strength in Housing Market, Homebuilder Shares After soaring to unprecedented heights this year, the price of lumber just posted its largest weekly loss on record. Builders…McAlinden Research PartnersJune 21, 2021