★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & EnvironmentTransportation Refiners Face Fears of Potential Freight Recession as Diesel Prices Continue Dropping Despite plummeting distillate fuel oil stockpiles, down by nearly -10% just this year, diesel prices have continued to slip lower.…McAlinden Research PartnersMay 11, 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 & 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 TrackerEconomics & TradeEnergy & EnvironmentⓁ Solar Chinese Solar Development Off to Rapid Start in 2023, Annual Deployment to Surpass 100 GW Chinese clean energy investments continued to outstrip the US and Europe's combined spend in 2022, pushing total solar deployment in…McAlinden Research PartnersMarch 30, 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
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & Environment Oil Demand is Back on the Rise as US Falls Back onto SPR Sales, OPEC+ Production Sinks Summary: The EIA and OPEC have each raised their forecast for global oil demand in the year ahead. Both cited rising Asian…McAlinden Research PartnersFebruary 15, 2023