★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Why Carbon Prices are Rising and How to Invest New legislation introduced to congress this month would make it possible for the U.S. agriculture industry to sell carbon credits…McAlinden Research PartnersJune 25, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Prices on the Comeback as Producers Cut Supply and Upstream Investments Crude prices are pushing up against $40 per barrel, defying many bearish predictions from the first quarter. Output cuts in…McAlinden Research PartnersJune 17, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s New Bullish Signal Breaks Records Summary: After delivering a spectacular return of +65% in 2019, the Invesco Solar ETF (TAN) which invests in solar energy…McAlinden Research PartnersJune 8, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Gasoline’s 56% Price Rebound is Just the Halfway Mark Memorial Day weekend has come and gone, marking the start of the U.S. summer driving season. This sets the stage…McAlinden Research PartnersJune 4, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Pandemic May Have Sealed Coal’s Fate If 2019 was a bad year for coal miners (which it was), 2020 is going to be much worse. As…McAlinden Research PartnersMay 21, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentTechnology Quarantine Measures Create Another Big Question Mark in the Lithium Supply Chain The surge in lithium demand has, thus far, been met at every turn by plentiful supply, suppressing the spot prices…McAlinden Research PartnersMay 19, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Cuts Get Another Saudi Boost as Oil Demand Begins to Show Signs of Life Saudi Arabia enhanced their commitment to OPEC+ supply cuts as the Kingdom said they’d shut production of additional 1 million…McAlinden Research PartnersMay 12, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Natural Gas Stocks Ride Upcoming Wave of Oil Well Closures 2019 was such a rough year for natural gas that by the time February 2020 rolled by, hedge funds had…McAlinden Research PartnersMay 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment The Pieces are Falling in Place for a Gasoline Price Rebound Given the imminent re-opening of America's economy and the start of peak driving season in coming weeks, US gasoline demand…McAlinden Research PartnersApril 27, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Making Sense of Crude Oil’s COVID Meltdown & the Growing Global Response WTI crude futures saw their lowest-ever levels, falling into deep negative territory on Monday but rebounding back into positive territory…McAlinden Research PartnersApril 22, 2020