★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Harsh Winter Weather Drives Energy Crunch Across Europe, Coal-Fired Power Generation at Record High Freezing temperatures are finally arriving across Europe, sending energy prices soaring once again amid fears of power shortages. Gas and…McAlinden Research PartnersDecember 23, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Water Scarcity Spreads Across the Globe, Threatens Supply Chains and Agricultural Industry Water shortages around the globe are worsening, stoking fears of energy shortages and economic instability. In China, per capita water…McAlinden Research PartnersDecember 9, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Battery Metal Prices Continue Climbing, Deficits Likely as EV Manufacturers Scramble to Secure Contracts Battery metal prices, primarily lithium, nickel ,and cobalt, have surpassed or are approaching record highs this year as demand for…McAlinden Research PartnersDecember 2, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentMarketsPolitics & Policy Utility-Scale Solar Deployment Robust as Costs Maintain Downward Trajectory As gas and coal prices have broken out to multi-year highs this year, utility-scale solar projects continue to get cheaper. Lower…McAlinden Research PartnersNovember 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy COP26 and US Infrastructure Bill Look to Cut Emissions, Boosting Copper Outlook The signing of a long-awaited US infrastructure bill, along with last week's COP26 climate conference, has put renewable energy and electric…McAlinden Research PartnersNovember 16, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Development Surges Across Asia’s Power Markets Solar power continues to lead the way in Asia's green energy boom. ACWA Power, a renewable energy developer, recently became…McAlinden Research PartnersOctober 19, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Global Power Constraints Lead to Aluminum Production Cutbacks, Supplies Stay Tight Aluminum prices just soared to a thirteen year high, primarily due to a burgeoning energy crisis gripping the world, worrying…McAlinden Research PartnersOctober 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Uranium Back on the Rise as Spot Market Stays Hot, Europe Plans a Nuclear-Powered Future Uranium miners surged throughout the last week as spot prices of U3O8 rebounded back to $40/lb. Uranium has seen an uptick…McAlinden Research PartnersOctober 13, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentFinancePolitics & Policy Bitcoin Goes Even Greener: Utility-Scale Renewables, Nuclear Power, Eliminating Natural Gas Waste Despite more than three quarters of Bitcoin's vast energy usage being supplied by sources of renewable energy, the most relentless…McAlinden Research PartnersOctober 6, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Demand Resurgent on Low Gas Stockpiles, But Overproduction Could Threaten Longer-Term Glut Coal demand is on the comeback trail now that global energy markets are signaling a shortage of gas supplies. Europe…McAlinden Research PartnersOctober 5, 2021