★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Copper Prices Slid Lower in May, But Problems in Peru Help to Keep Long-Term Supply Squeeze in Play Copper gave up all of its 2023 gains in May as LME inventories begun to recover and industrial activity remained subdued…McAlinden Research PartnersJune 1, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Lumber Prices Tumble to Three-Year Low as Futures Market Transformation Finalizes Lumber futures tumbled to a new multi-year low last week, as residential construction continues to lag activity in previous years.…McAlinden Research PartnersMay 15, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Fate of Black Sea Grain Initiative Thrown Back Into Uncertainty by Renewed Russian Demands The quadrilateral Black Sea Grain Deal, which has facilitated the passage of critical wheat supplies from Eastern Europe through the…McAlinden Research PartnersApril 27, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy All Reactors Now Offline in Germany as Falling Natural Gas Prices Could Dent European Nuclear Revival Despite multiple delays due to energy shortages last year, Germany has finally shut down all remaining nuclear power plants in…McAlinden Research PartnersApril 17, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Renewed SPR Sales Slash US Crude Stocks, New Data Signals Stronger Global Crude Demand After just twelve weeks of halted sales from the US's strategic petroleum reserve (SPR), government supplies are once again falling…McAlinden Research PartnersApril 13, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Natural Gas Producers Yet to Cut Drilling Activity, LNG Export Hubs Increasingly Overwhelmed In the final week of March, natural gas prices slipped toward two-and-a-half year lows under $2.00 per mmBtu. Despite a…McAlinden Research PartnersApril 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Brazil’s Corn Exports Play An Increasingly Critical Role in Global Supply Balance Brazil's corn exports have been supercharged by rapidly rising Chinese demand. It is likely that South America's largest economy could…McAlinden Research PartnersApril 4, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy OPEC+ Catches Crude Markets Off Guard with Latest Output Cuts, Rising Prices Create Inflation Risk For US Surprise oil production cuts by Saudi Arabia and other nations affiliated with the OPEC+ syndicate pushed crude futures higher to start…McAlinden Research PartnersApril 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023