★ 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
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Meet the Winners & Losers of the Global Natural Gas Glut The natural gas glut has gone fully global. Prices in all the major markets are at historic lows; projections for…McAlinden Research PartnersOctober 10, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Oil Refiners are Having a Stellar Month, All Things Considered Disruptions to Saudi Arabia crude oil productions will could have a material negative effect on several industries, including airlines, shipping…McAlinden Research PartnersSeptember 19, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Water Stocks Are Surging, Driven by a Powerful Secular Trend As water scarcity increases around the world companies that sell the commodity, treat wastewater, and/or own desalination plants are in…McAlinden Research PartnersAugust 22, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Solar Surge Will Gain Steam in the Second Half of 2019 New figures project a record year for global solar installations, rebounding from a decline in 2018. The US and China…McAlinden Research PartnersJuly 31, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Energy Storage Systems Boosted by Utility-Scale Battery Buildout Energy storage is growing rapidly in the US and around the world. While pumped-storage hydropower has been the go-to for…McAlinden Research PartnersJuly 17, 2019
★ 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