★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Solar Installations Steady but Polysilicon Costs Climb, Extending Delays Solar installations surged 46% the first quarter of this year, accounting for 58% of all electric capacity additions in the…McAlinden Research PartnersJune 17, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Scaling Vertical Farming Tech Could be Key to Battling Climate-Induced Crop, Water Shortages While there seems to be no short-term answer for skyrocketing agricultural commodity futures, higher crop prices have foisted agtech ventures into…McAlinden Research PartnersJune 10, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMarketsMonetary Policy As The Dollar Downtrend Drags on, Precious Metals are Primed to Gain Rising inflation, as well as disappointing job growth data, continues to weigh on the US Dollar. While the Biden administration and…McAlinden Research PartnersJune 8, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsTechnology Meat Prices, Cybersecurity Concerns Surging as Grilling Season Arrives and Supply Chain Issues Escalate Livestock futures have been steadily climbing in 2021, and rising demand for meat products in a post-pandemic summer could push…McAlinden Research PartnersJune 3, 2021
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy When Jay Blinks Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…McAlinden Research PartnersMay 28, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Sand Forecast to be in Short Supply as Mineral-Intensive Construction Projects Quickly Pile Up Sand, a key raw material utilized in infrastructure, energy, and construction projects, is forecast to soon be in short supply.…McAlinden Research PartnersMay 27, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsPolitics & Policy Copper Prices Could Climb Higher on Chilean Political Shift, Declining Discoveries, and Shrinking Scrap Supply Copper discoveries, particularly in South America, have slowed in recent years and a new wave of political upheaval across the continent…McAlinden Research PartnersMay 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & LogisticsPolitics & Policy Infrastructure Update: Physical Projects Likely to Pass, Boosting Commodities and Industrials Amid negotiations around the Biden administration's proposals for $2.3 trillion in infrastructure spending, a piecemeal approach appears to be more…McAlinden Research PartnersMay 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentTransportation Rubber, Semiconductor Shortages Add to Automakers’ Increasing Headwinds After a rollercoaster 2020 for automakers, 2021 is creating some headaches for the industry. Currently hindered by the global chip…McAlinden Research PartnersMay 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesLabor, Education & Demographics Water May be a Hot Commodity as Drought Brings Heightened Crop and Wildfire Risks to the US West The Western US has been heating up at a record pace, with 76% of the region experiencing some form of…McAlinden Research PartnersApril 29, 2021