★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ Saudi ArabiaPolitics & Policy Saudi Arabia Settles Conflict With Iran, Expands Chinese Relations and Non-Oil Business Activities Saudi Arabia's seven-year diplomatic freeze and proxy conflict with Iran appears to have come to an end after China brokered…McAlinden Research PartnersMarch 16, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesFinanceⓁ GoldMonetary Policy Gold Demand Remains Robust as Banking Breakdown Threatens to Bust Rate Hike Projections Gold prices have shrugged off chaos in equity and bond markets over the last week, rallying back above $1900.00. While…McAlinden Research PartnersMarch 13, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsPolitics & Policy Time is Running out for Black Sea Grain Deal Renewal, Yet Wheat Prices Continue Ticking Lower With just 10 days to go before the Black Sea Grain Initiative is set to expire, posturing by Russia suggests…McAlinden Research PartnersMarch 7, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Expectations for a Gold-Smashing Rate Hike Bump Unsubstantiated Thus Far as Inflation Cools Gradually Gold has shed most of its gains for the year in February, as some have begun to speculate that the Fed could…McAlinden Research PartnersFebruary 23, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & Environment Oil Demand is Back on the Rise as US Falls Back onto SPR Sales, OPEC+ Production Sinks Summary: The EIA and OPEC have each raised their forecast for global oil demand in the year ahead. Both cited rising Asian…McAlinden Research PartnersFebruary 15, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Trending Higher, Nuclear Power’s Expected Phaseout Upended Uranium prices have been climbing into the new year as plans to shut many nuclear power plants around the world…McAlinden Research PartnersFebruary 2, 2023
★ 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 & EnvironmentPolitics & 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