★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Trending Higher, Nuclear Power’s Expected Phaseout Upended Uranium prices have been climbing into the new year as plans to shut many nuclear power plants around the world…McAlinden Research PartnersFebruary 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ Solar Spending on Clean Energy Tech Matches Fossil Fuel Investment as Peak Oil May be Coming Into Focus As part of new projections into the 2030s, BP cut its demand forecasts for crude oil by 2035 and raised expectations for…McAlinden Research PartnersJanuary 31, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentMarkets Refinery Margins Resilient as Fuel Prices Rebound, Disruptions Continue to Roil Output US refinery runs have remained suppressed after a winter storm knocked millions of barrels of capacity offline along the US gulf coast…McAlinden Research PartnersJanuary 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionPolitics & Policy Oil Prices Resurgent as SPR Drain Defies White House Pledge to Initiate Refilling Process Oil Prices are on a hot streak despite a recent spate of bearish supply data. Though crude stockpiles just recorded…McAlinden Research PartnersJanuary 12, 2023
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Wind Industry Faces Persistent Cost Pressures, New Research Raises Ecological Concerns Wind power completions dropped off significantly in Q3 of last year, compounding a rough earnings season for several key turbine…McAlinden Research PartnersJanuary 3, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Demand Cracks New Record, But Continually High Prices Could Ultimately Benefit Renewable Capacity Coal consumption will hit an all-time high in 2022, marking a stunning rebound from just two years ago when utilization…McAlinden Research PartnersDecember 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionMonetary PolicyPolitics & Policy Oil Price Rebound Defies Significant Surge in Stockpiles, Focus Likely Shifting to Re-Fill For Depleted SPR Oil prices have rebounded throughout the week, despite a significant build in commercial stockpiles. Part of that can likely be chalked up…McAlinden Research PartnersDecember 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarPolitics & Policy Solar Power Set to Lead the Charge as Renewables Surpass Fossil Fuel Generation Across Next Half Decade A new report from the International Energy Agency (IEA) presents a clear picture for when electricity generated from renewable energy sources…McAlinden Research PartnersDecember 6, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ Oil & Gas, Exploration & ProductionPolitics & Policy Energy Takes Center Stage in US Midterm Elections, But a “Red Wave” Could Send a Bearish Signal for Oil Prices Though drilling and other oilfield services are booming throughout most of the world this year, the US's domestic industry has…McAlinden Research PartnersNovember 8, 2022