★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium’s Stealth Bull Market Garners Momentum The uranium market has been enjoying a stealth bull market due to the coronavirus outbreak. Temporary mine closures to slow…McAlinden Research PartnersApril 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Return of Output Cuts Set to Spur Crude Oil Rebound, MRP Adds LONG Crude Oil & US Energy to Our List of Themes Spot prices of crude oil were wiped out in March by the accelerated spread of Coronavirus and a Saudi-Russian price…McAlinden Research PartnersApril 7, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Expect Oil Refiners to Lag When Energy Market Rebounds Oil refiners are in a tough spot. Gasoline and jet fuel prices have been falling faster than crude oil, pushing…McAlinden Research PartnersApril 6, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Tankers are the Big Winners of the 2020 Oil Crash The oil market flipped into contango in January, indicating an oversupply of the commodity. On January 30, while February futures…McAlinden Research PartnersApril 2, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Russia’s Oil Offensive Targets Debt-Laden US Shale In breaking with Saudi Arabia and the rest of OPEC on new oil output cuts, Russia’s real objective is to…McAlinden Research PartnersMarch 10, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & Environment 4 Reasons Middle East Stocks Will Underperform in 2020 2020 is shaping up to be a challenging year for the Gulf states. Oil demand is set to contract this…McAlinden Research PartnersFebruary 24, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Wind Power Poised for 2020 Rebound The extent to which stocks in the wind power sector have lagged their solar counterparts this past year belies how…McAlinden Research PartnersFebruary 10, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium Stocks Surge, but it Can’t Last Without Pricing Rebound Despite continually falling prices for raw lithium, stock prices for a number of firms involved in lithium conversion, mining, and…McAlinden Research PartnersFebruary 5, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas The Coronavirus has unsurprisingly struck oil markets hard in 2020, estimated to have wiped out 20% of China’s crude demand,…McAlinden Research PartnersFebruary 4, 2020
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareEnergy & EnvironmentTechnology Here are the Market Winners & Losers of Coronavirus The coronavirus outbreak aka 2019-nCoV is having an outsize impact on some industries and their share prices. Airline, energy, and…McAlinden Research PartnersFebruary 3, 2020