Energy & Environment

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy

Subdued EU Gas Use Cuts Inbound LNG Shipments, Significant Disruption Likely Needed to Revive Futures

Subdued EU gas demand is slashing shipments of liquefied natural gas (LNG) to the continent when compared to previous years.…

McAlinden Research PartnersJuly 24, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Utilities Markets

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

Global electricity demand is expected to grow at the fastest annual pace in seventeen years, supercharged by data centers and…

McAlinden Research PartnersJuly 23, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment

New Electricity Needs Set to Spur Unprecedented Nuclear Power Plant Revivals in US and Japan

Idled nuclear power plants in the US are getting a second chance at life amid surging electricity demand. Reactors in…

McAlinden Research PartnersJuly 16, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

Niger Junta Vacates French Claim on New Uranium Mine, Imperiling Segment of European Nuclear Fuel Supplies

A long-anticipated slashing of ties between Niger and France's energy industry may now be in motion. The Nigerien military junta…

McAlinden Research PartnersJune 24, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade Energy & Environment Politics & Policy

US Coal-to-Nuclear Power Plant Conversions Begin to Take Shape, Fuel Procurement Remains Key Hurdle

Half of the US's peak coal-fired power plant capacity, reached in 2011, will be retired by 2026. Amid this decline,…

McAlinden Research PartnersJune 13, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Politics & Policy

“Big Oil” Hopes to Block Advance of City and State Suits Alleging Damages for Climate Change Deception

Pending lawsuits against the oil and gas industry, brought by dozens of US state and local governments, could be greenlighted…

McAlinden Research PartnersJune 11, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Technology

Bitcoin Miners Moving Into Traditional Data Centers’ Cloud Market, Could Soon Become Targets for M&A

Data center resources are becoming increasingly stretched amid a sudden and aggressive uptick in the adoption of generative AI applications.…

McAlinden Research PartnersJune 10, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

Global Nuclear Power Renaissance Runs Parallel to US-Russia Race for Geopolitical Influence

Nuclear power facilities and uranium are becoming deeply enveloped in the struggle for global influence and diplomatic might that is…

McAlinden Research PartnersJune 3, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy

Consolidation Wave Continues to Merge Shale Assets, Yet US Production Remains Near Pre-COVID Plateau

The latest US energy sector megadeal will make ConocoPhillips the single largest producer in South Texas's Eagle Ford shale basin…

McAlinden Research PartnersMay 30, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Utilities

American Solar Installations Reach Key Milestone, Growth Trajectory Could be Disrupted by AI Demands

The number of solar panel installations in the US recently surpassed the 5 million threshold. Half of those installations were…

McAlinden Research PartnersMay 22, 2024

Subdued EU Gas Use Cuts Inbound LNG Shipments, Significant Disruption Likely Needed to Revive Futures

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

New Electricity Needs Set to Spur Unprecedented Nuclear Power Plant Revivals in US and Japan

Niger Junta Vacates French Claim on New Uranium Mine, Imperiling Segment of European Nuclear Fuel Supplies

US Coal-to-Nuclear Power Plant Conversions Begin to Take Shape, Fuel Procurement Remains Key Hurdle

“Big Oil” Hopes to Block Advance of City and State Suits Alleging Damages for Climate Change Deception

Global Nuclear Power Renaissance Runs Parallel to US-Russia Race for Geopolitical Influence

Consolidation Wave Continues to Merge Shale Assets, Yet US Production Remains Near Pre-COVID Plateau

American Solar Installations Reach Key Milestone, Growth Trajectory Could be Disrupted by AI Demands

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