★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Refiners: Deteriorating Profitability May Deflate U.S. Refineries American refiners have been exceptionally strong over the last two years. They’ve benefitted from strengthening oil prices, and more importantly,…McAlinden Research PartnersJuly 3, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Natural Gas Demand Detonation Will Push Prices and Transform the Industry Natural gas futures have steadily climbed almost 17% since February, largely due to a frigid, inventory-draining winter that extended into…McAlinden Research PartnersJune 28, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium has Lagged, but Secure Supply Won’t Last Studies and sales figures show that demand remains strong for lithium and lithium-ion batteries in the long-term. However, even short-term…McAlinden Research PartnersJune 26, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Oil Glut is Gone, But Investors Still Agonize Over Production Speculation of a production increase from OPEC is not as big of a deal as some market pundits are making…McAlinden Research PartnersJune 21, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment MRP Reiterates its Long Electric Utilities Theme Stocks of utility companies have had a rough couple of years, with the Utilities ETF (XLU) lagging the S&P 500…McAlinden Research PartnersJune 20, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Energy & Environment Renewables: MRP Adds Long Solar Theme on Improved Outlook America’s solar industry, which now generates almost 2% of the nation’s electricity, enjoyed a banner year in 2016. Solar even…McAlinden Research PartnersMay 14, 2018
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016