★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy All Reactors Now Offline in Germany as Falling Natural Gas Prices Could Dent European Nuclear Revival Despite multiple delays due to energy shortages last year, Germany has finally shut down all remaining nuclear power plants in…McAlinden Research PartnersApril 17, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Renewed SPR Sales Slash US Crude Stocks, New Data Signals Stronger Global Crude Demand After just twelve weeks of halted sales from the US's strategic petroleum reserve (SPR), government supplies are once again falling…McAlinden Research PartnersApril 13, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Natural Gas Producers Yet to Cut Drilling Activity, LNG Export Hubs Increasingly Overwhelmed In the final week of March, natural gas prices slipped toward two-and-a-half year lows under $2.00 per mmBtu. Despite a…McAlinden Research PartnersApril 6, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy OPEC+ Catches Crude Markets Off Guard with Latest Output Cuts, Rising Prices Create Inflation Risk For US Surprise oil production cuts by Saudi Arabia and other nations affiliated with the OPEC+ syndicate pushed crude futures higher to start…McAlinden Research PartnersApril 3, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & Environment Chinese Solar Development Off to Rapid Start in 2023, Annual Deployment to Surpass 100 GW Chinese clean energy investments continued to outstrip the US and Europe's combined spend in 2022, pushing total solar deployment in…McAlinden Research PartnersMarch 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Oil Markets Struggle for Direction Amid Chinese Demand Disappointment and American Drilling Slowdown Mixed signals in energy markets have struggled to give any clear direction to oil prices so far this year. While…McAlinden Research PartnersMarch 6, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & Environment Oil Demand is Back on the Rise as US Falls Back onto SPR Sales, OPEC+ Production Sinks Summary: The EIA and OPEC have each raised their forecast for global oil demand in the year ahead. Both cited rising Asian…McAlinden Research PartnersFebruary 15, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium Prices Trending Higher, Nuclear Power’s Expected Phaseout Upended Uranium prices have been climbing into the new year as plans to shut many nuclear power plants around the world…McAlinden Research PartnersFebruary 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Spending on Clean Energy Tech Matches Fossil Fuel Investment as Peak Oil May be Coming Into Focus As part of new projections into the 2030s, BP cut its demand forecasts for crude oil by 2035 and raised expectations for…McAlinden Research PartnersJanuary 31, 2023