★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Silver’s Rally is Far from Over as ETF Investors Buy at the Same Pace as in 2009 Silver’s price gains this summer are nearly double that of gold. Still, the white is significantly undervalued relative to gold.…McAlinden Research PartnersSeptember 5, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Energy Slump Deepens, but Could Subside in Coming Months Sinking profits may finally be about to bite shale producers in basins across the country as extraction of oil and…McAlinden Research PartnersAugust 21, 2019
★ Daily Intelligence Briefings (DIBs)Commodities US Ethanol Producers are Getting Slammed by US Trade and Energy Policies China’s 70% tariffs on US-made ethanol have hurt American producers while providing an unexpected boost to Malaysia. And now, the…McAlinden Research PartnersAugust 19, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Get Ready for US Refiners to Rebound Heading into 2020 Oil prices are weaker on concerns about slower global growth. US gasoline demand is at record levels. Capacity utilization at…McAlinden Research PartnersAugust 15, 2019
★ Daily Intelligence Briefings (DIBs)Commodities A Few Glimmers of Hope on the LNG Horizon The fundamentals of natural gas consumption continue to be favorable as more countries, particularly in Asia, switch from other fossil…McAlinden Research PartnersJuly 25, 2019
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Commodities MRP Adds Long Silver and Silver Miners to its List of Themes The precious metals, with the exception of palladium, have badly lagged US equities this decade. But a shift in the…McAlinden Research PartnersJuly 22, 2019
★ Daily Intelligence Briefings (DIBs)Commodities These 3 Catalysts Could Push US Steel Stocks Higher Price hikes, new US tariffs, and capacity cuts in China portend better days ahead for US steelmakers … although some…McAlinden Research PartnersJuly 15, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Rising Costs, Falling Revenues Could Tip More Coal Companies into Bankruptcy Bankruptcies, higher costs of capital and rising insurance premiums could become the new normal for coal companies as more financial…McAlinden Research PartnersJuly 11, 2019
↺ Theme AdjustmentsCommodities Adding Long Refiners & Suspending Long U.S. Energy, Crude Oil, and Oil & Gas Services 2019 has been an interesting year for the gasoline market. The year started out with some of the strongest stock…McAlinden Research PartnersJuly 2, 2019
★ Daily Intelligence Briefings (DIBs)Commodities New Market Dynamics Favor US Refiners Things are looking up for US refiners. Strong domestic demand for gasoline and the demise of the biggest refinery on…McAlinden Research PartnersJuly 1, 2019