★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentTechnology MRP’s Electric Utilities Theme is on Fire and the Best is Yet to Come 2019 was an exceptional year for utility stocks which delivered their highest return in five years. This year, they are…McAlinden Research PartnersJanuary 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Seismic Shift Will Accelerate the Decoupling of Clean Energy from Oil & Gas Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum…McAlinden Research PartnersJanuary 27, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 to Bring More Coal Closures as Global Gas and Renewables Costs Diminish Worldwide closures of operational coal plants and the cancelling of new capacity continued to weigh on spot prices in 2019…McAlinden Research PartnersJanuary 14, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 Could Be the Long-Awaited Breakout Year for Ethanol 2019 was supposed to be a good year for US ethanol producers but trade war complications, a controversial domestic biofuel…McAlinden Research PartnersDecember 19, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Demand for Backup Generators is Surging at Unprecedented Levels Between California’s forced blackouts and the “bomb cyclone” winter storm that slammed into the United States last week, over one…McAlinden Research PartnersDecember 2, 2019
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Tightening Carbon Credit Markets are Drawing Investors’ Attention Once Again The resurgence in carbon-credit prices that began in mid-2017 has extended beyond Europe and has spread to North America and…McAlinden Research PartnersNovember 21, 2019
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentTransportation The Rise of Electric Buses Disproportionately Benefits a Few Companies Global demand for electric cars has gone soft this year along with the rest of the broader automotive industry. But…McAlinden Research PartnersNovember 18, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Conditions are Slowly Building Up for a Nuclear & Uranium Bull Market Uranium is now long due for a market rebound. But while production cuts are helping to sop up an existing…McAlinden Research PartnersNovember 4, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Coal’s Recent Pop is a Blip, More Downside Ahead Coal’s decline is about to accelerate due to plunging renewable energy costs, rock-bottom natural gas prices, rising carbon credit prices,…McAlinden Research PartnersOctober 28, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s 60% YTD Rally Is About To Resume Following A Brief Pause 2019 is proving to be the comeback year for the solar stocks. Improving industry fundamentals and fewer political & regulatory…McAlinden Research PartnersOctober 14, 2019