★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMarkets Crude Forecasts Climb Higher as Demand Outpaces Supply, Downstream Investment Sluggish Summary: Forecasts of rising oil futures, perhaps even to $100, remain popular this month, following a strong rebound in summer travel demand…McAlinden Research PartnersJune 22, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Solar Installations Steady but Polysilicon Costs Climb, Extending Delays Solar installations surged 46% the first quarter of this year, accounting for 58% of all electric capacity additions in the…McAlinden Research PartnersJune 17, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Scaling Vertical Farming Tech Could be Key to Battling Climate-Induced Crop, Water Shortages While there seems to be no short-term answer for skyrocketing agricultural commodity futures, higher crop prices have foisted agtech ventures into…McAlinden Research PartnersJune 10, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Pressure Mounts on Energy Industry’s Carbon Emissions, But Renewables May Present Opportunity for Big Oil Global oil majors, including BP and Shell, are beginning to transition toward a green energy future as political and environmental…McAlinden Research PartnersJune 1, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Sand Forecast to be in Short Supply as Mineral-Intensive Construction Projects Quickly Pile Up Sand, a key raw material utilized in infrastructure, energy, and construction projects, is forecast to soon be in short supply.…McAlinden Research PartnersMay 27, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentFinanceServicesTechnology Breaking Down Bitcoin’s Corrections, Criticisms, and What Comes Next For Crypto The last two weeks have been a whirlwind for cryptocurrencies following Bitcoin's more than 50% decline. In other words, business as…McAlinden Research PartnersMay 26, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentTransportation Rubber, Semiconductor Shortages Add to Automakers’ Increasing Headwinds After a rollercoaster 2020 for automakers, 2021 is creating some headaches for the industry. Currently hindered by the global chip…McAlinden Research PartnersMay 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Copper and Lithium Fortunes Boosted by EV Rollout, Breakout Demand Forecasts Rising electrification in America's auto industry is likely to boost the prices of key metals needed to make the electric…McAlinden Research PartnersApril 21, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment WTI Crude Cracks $60 Again as OPEC Pumps Up Oil Demand Forecasts, US Shale Steadies Production Energy demand continues to steadily rebound from the COVID crash, but several measures of supply show a continued downturn in…McAlinden Research PartnersApril 13, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium Back on the Rise as Suppliers Close Up Mines, Move to Buy in the Spot Market Uranium finally managed to break above the $30 mark this year amid news of permanent mine closures, an increase in…McAlinden Research PartnersApril 8, 2021