★ Daily Intelligence Briefings (DIBs)Energy & Environment Carbon Credit Market Swings from Surplus to Deficit, Setting Course for Higher Prices Investors who missed the monster rally in the carbon market last year may get another chance in the year ahead.…McAlinden Research PartnersJuly 5, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Solar Surprises on the Upside, Entering A New Growth Phase Global solar installations surprised on the upside in 2018. Falling costs, rising demand, and increasing affordability will continue to favor…McAlinden Research PartnersMarch 7, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Four Reasons to Like Uranium in 2019 Uranium’s nearly 8-year bear market has hurt the share prices of uranium miners and processors. But, with nuclear power back…McAlinden Research PartnersJanuary 7, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment US Solar Demand is Surging, Reaffirming MRP’s Long Solar Theme Things are about to get really interesting for the solar industry. Not only is solar power growing faster than any…McAlinden Research PartnersDecember 20, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Carbon Credit Prices Could Double, Pushing Gas Prices Up as Well Benchmark carbon futures have more than doubled this year and just hit a 10-year high, buoyed by EU regulations effective…McAlinden Research PartnersDecember 17, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Electric Utilities are Having a Breakout Year MRP’s Long Electric Utilities theme is having a breakout year, having outperformed the broad market by almost 10%. We expect…McAlinden Research PartnersDecember 10, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Fusion Power Could Be Energy’s Biggest Disruptor Both fission and fusion are nuclear reactions that produce energy, but the applications are different. Whereas fission entails the splitting…McAlinden Research PartnersNovember 1, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Hydrogen Fuel Cell Breakthroughs Could Reshape Mobility Industry The challenge of meeting reduced emission targets around the world is reshaping the mobility industry and causing a paradigm shift…McAlinden Research PartnersSeptember 20, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Re-Affirming MRP’s Long Solar Theme The global solar industry keeps getting whipsawed by political curveballs this year. In January, President Donald Trump imposed a 30%…McAlinden Research PartnersAugust 27, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentLabor, Education & DemographicsTechnology Energy Automation: Replacing Roughnecks and Promoting Profitability When times were good and prices were at all-time highs for oil and gas, the industry was not very concerned…McAlinden Research PartnersJuly 17, 2018