★ 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
★ Daily Intelligence Briefings (DIBs)Commodities Crops and Livestock Continue Climbing on US Floods and China Demand US crop prices continue to rise to multiyear highs, creating ripples across the globe. With Midwestern states’ planting seasons already…McAlinden Research PartnersJune 18, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Solar Stocks are on Fire, Giving Clean Energy Investors a Long-Awaited Win 2018 was a disastrous year for solar stocks. Not so 2019. Solar shares have posted solid gains this year, bringing…McAlinden Research PartnersJune 17, 2019
★ Daily Intelligence Briefings (DIBs)Commodities More Pain Ahead for the Cotton Market and Supply Chains Cotton prices have fallen to a season low amid trade tensions. And while plantings are down in the US this…McAlinden Research PartnersJune 6, 2019