★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Gasoline’s 56% Price Rebound is Just the Halfway Mark Memorial Day weekend has come and gone, marking the start of the U.S. summer driving season. This sets the stage…McAlinden Research PartnersJune 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Silver Tops Gold in May, Setting up a Summer Surge Silver and Silver Miners popped in May on the back of a rebound in industrial activity around the world. Ultra-low…McAlinden Research PartnersJune 2, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Pandemic May Have Sealed Coal’s Fate If 2019 was a bad year for coal miners (which it was), 2020 is going to be much worse. As…McAlinden Research PartnersMay 21, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentTechnology Quarantine Measures Create Another Big Question Mark in the Lithium Supply Chain The surge in lithium demand has, thus far, been met at every turn by plentiful supply, suppressing the spot prices…McAlinden Research PartnersMay 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & Logistics Meat Processing Plants are “Aggressively” Investing in Robots 2020 was supposed to be a record-setting year in U.S. red meat and poultry production. Instead, COVID-19 sickened 10,000 employees…McAlinden Research PartnersMay 18, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Cuts Get Another Saudi Boost as Oil Demand Begins to Show Signs of Life Saudi Arabia enhanced their commitment to OPEC+ supply cuts as the Kingdom said they’d shut production of additional 1 million…McAlinden Research PartnersMay 12, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Natural Gas Stocks Ride Upcoming Wave of Oil Well Closures 2019 was such a rough year for natural gas that by the time February 2020 rolled by, hedge funds had…McAlinden Research PartnersMay 4, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction How to Capitalize on a US Infrastructure Spending Surge America’s economy is in need of a lifeline, and politicians are touting infrastructure spending as a possible remedy. After all,…McAlinden Research PartnersApril 30, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Helicopter Money In the two months since COVID-19 has begun to make a significant impact on the American mainland, fiscal and monetary…McAlinden Research PartnersApril 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities White House Steps in to Stem Slaughterhouse Shutdowns, Livestock to Benefit From Increasing Exports Major US Meatpacking infrastructure has been struck by COVID-19, threatening a shutdown of up to 80% of meat production and…McAlinden Research PartnersApril 29, 2020