★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities China’s Protein Shortage Far From Over as Demand for Imports Disrupts Global Meat Market African Swine Flu has now wiped out 40% of China’s hog supply, wiping out 25% of this year’s pork production,…McAlinden Research PartnersNovember 27, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities US Crop Yields Continue to Crack Under Early Winter Weather Weather continues to wreak havoc on corn, soy and other crops across the US after massive flooding delayed plantings this…McAlinden Research PartnersNovember 20, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Conditions are Slowly Building Up for a Nuclear & Uranium Bull Market Uranium is now long due for a market rebound. But while production cuts are helping to sop up an existing…McAlinden Research PartnersNovember 4, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Coal’s Recent Pop is a Blip, More Downside Ahead Coal’s decline is about to accelerate due to plunging renewable energy costs, rock-bottom natural gas prices, rising carbon credit prices,…McAlinden Research PartnersOctober 28, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Diamond Producers are Having a Terrible Year. More Pain to Follow. The “lab-grown” phenomenon isn’t disrupting just food production. It has hit the $80 billion diamond industry as well. The technology…McAlinden Research PartnersOctober 24, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade US Agricultural Futures Staging a Comeback on Harvest Woes, Chinese Protein Shortage A painful planting season has turned to harvesting season for US farmers, but shortfalls continue to persist. The USDA has…McAlinden Research PartnersOctober 16, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Meet the Winners & Losers of the Global Natural Gas Glut The natural gas glut has gone fully global. Prices in all the major markets are at historic lows; projections for…McAlinden Research PartnersOctober 10, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Egg & Poultry Stock Prices Have Diverged in the US. What’s Next? Not only has the number of egg-laying hens in the United States reached record levels, those hens are more productive…McAlinden Research PartnersOctober 7, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesServices Catching up on the Global Cannabis Boom Following the first cannabis-based drug approval in Europe and legalization drives across North and South America, investors should turn their…McAlinden Research PartnersSeptember 24, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Four Factors That Could Reverse Cotton’s Bear Market Cotton is taking a major hit from the combined impact of the US-China tariff war, decelerating global growth, a strong…McAlinden Research PartnersSeptember 23, 2019