Commodities

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy

Consolidation Wave Continues to Merge Shale Assets, Yet US Production Remains Near Pre-COVID Plateau

The latest US energy sector megadeal will make ConocoPhillips the single largest producer in South Texas's Eagle Ford shale basin…

McAlinden Research PartnersMay 30, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Ⓛ Ethereum Markets

Grayscale’s Bitcoin Drain Could be Test Case for Coming Distribution of 142,000 BTC in Bankruptcy Payout

On-chain data shows almost 142,000 Bitcoin (BTC), equivalent to more than $9 billion of value tied to the wallets of…

McAlinden Research PartnersMay 28, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Politics & Policy

Trump Offers Sharp Reversal to Biden Environmentalism, US Oil and Gas Industry Now Central to his Campaign

A recent shift in the Presidential campaign of Republican nominee Donald Trump could seal his choice of running mate and…

McAlinden Research PartnersMay 13, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

White House Eyes Russian Uranium Ban to Free Up Funds for Enrichment Facilities, Stifle Moscow’s Income

With congressional efforts to pass a potential ban on Russian uranium imports stalled, elements of the White House have started…

McAlinden Research PartnersApril 30, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Technology

Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom

Natural gas futures have struggled to rebound recently after back-to-back mild winters have suppressed prices and left inventories in both…

McAlinden Research PartnersApril 24, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Ⓛ Ethereum Technology

Bitcoin Hash Rate Holds Strong in Wake of Halving, Suggesting Miner Margins May Remain Intact

Bitcoin's fourth halving has slashed the generation of new BTC as 45% of coins already in circulation remain unmoved in three…

McAlinden Research PartnersApril 23, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Economics & Trade Energy & Environment Ⓛ US Energy Politics & Policy

Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory

The range of Ukraine's drone offensive against oil and gas facilities on the Russian mainland could soon expand to threaten…

McAlinden Research PartnersApril 17, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Monetary Policy Politics & Policy

Gold Rally Potentially the Result of Bullish Catalysts Underlying Both Dovish and Hawkish Scenarios at Fed

A surge in precious metals prices has pushed gold to record highs in recent days, defying a subsequent jump in…

McAlinden Research PartnersApril 11, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade

Slowing Copper Mine Output Draws Crowd of Bullish Forecasts on Wall Street

Concerns regarding copper supply, relative to expectations for breakout demand from electrification, green energy, and generative AI, are generating bullish…

McAlinden Research PartnersApril 9, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

Europe’s Largest Nuclear Power Plant Once Again Caught in the Midst of Russia-Ukraine Crossfire

Ukraine's Zaporizhzhia Nuclear Power Plant (ZNPP), Europe's largest nuclear power facility, came under direct attack for the first time in…

McAlinden Research PartnersApril 8, 2024

Consolidation Wave Continues to Merge Shale Assets, Yet US Production Remains Near Pre-COVID Plateau

Grayscale’s Bitcoin Drain Could be Test Case for Coming Distribution of 142,000 BTC in Bankruptcy Payout

Trump Offers Sharp Reversal to Biden Environmentalism, US Oil and Gas Industry Now Central to his Campaign

White House Eyes Russian Uranium Ban to Free Up Funds for Enrichment Facilities, Stifle Moscow’s Income

Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom

Bitcoin Hash Rate Holds Strong in Wake of Halving, Suggesting Miner Margins May Remain Intact

Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory

Gold Rally Potentially the Result of Bullish Catalysts Underlying Both Dovish and Hawkish Scenarios at Fed

Slowing Copper Mine Output Draws Crowd of Bullish Forecasts on Wall Street

Europe’s Largest Nuclear Power Plant Once Again Caught in the Midst of Russia-Ukraine Crossfire

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