★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsMonetary Policy Bitcoin Bounces Higher as Institutions and Silicon Valley Stoke Crypto Adoption Bitcoin's (BTC) 2020 rally, coinciding with weakness in the US Dollar, has renewed comparisons to gold. JPMorgan has recognized a trend of…McAlinden Research PartnersNovember 10, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & PolicyServices New Cannabis Opportunities Emerge From Bullish Election Day Results Summary: The cannabis industry received two scoops of good news over the past week as election day saw US voters turn…McAlinden Research PartnersNovember 9, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesServices Coffee Markets Face Double-Whammy Disruption From Weather and COVID Conditions Summary: La Niña, the Pacific weather pattern known to wreak havoc on crops across Asia and South America, is back.…McAlinden Research PartnersOctober 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Coal Power Whacked by Accelerating Plant Closures, Solar Surge Charges on Tumbling costs for solar power generation are undercutting coal in most major markets. the IEA's latest World Energy Outlook goes…McAlinden Research PartnersOctober 14, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & Logistics Paper Wins Market Share from Plastic Packaging Consumer-goods companies are increasingly substituting paper for plastic packaging due to regulatory pressure and scrutiny from consumers. Meanwhile, laws banning…McAlinden Research PartnersOctober 8, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentTransportation How Investors Can Participate in the Hydrogen Economy Hydrogen fuel cell technology has been derogatively dismissed as “fool cell” technology, with many doubting it can gain traction. But,…McAlinden Research PartnersOctober 1, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium is at a Key Inflection Point With nuclear power back on the agenda of some big energy markets, demand for uranium now exceeds pre-Fukushima levels and…McAlinden Research PartnersSeptember 21, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Shift in DM Sentiment Spells Trouble for Natural Gas Just a few years ago, natural gas was hailed as vital for the transition toward an economy that runs on…McAlinden Research PartnersSeptember 14, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics Copper Climbs to New Highs With Supply Still Strained Copper Prices hit a multi-year high this week on the back of breakout demand from China, partially related to a…McAlinden Research PartnersSeptember 2, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020