Energy & Environment

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Politics & Policy

Trump Offers Sharp Reversal to Biden Environmentalism, US Oil and Gas Industry Now Central to his Campaign

A recent shift in the Presidential campaign of Republican nominee Donald Trump could seal his choice of running mate and…

McAlinden Research PartnersMay 13, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Utilities Technology

US Utilities Finally Find the Right Catalysts for a Capex Hike as Power Price Gains Exceed Inflation

US electricity prices grew faster than inflation throughout each month of the first quarter. If this trend persists, it could…

McAlinden Research PartnersMay 8, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

White House Eyes Russian Uranium Ban to Free Up Funds for Enrichment Facilities, Stifle Moscow’s Income

With congressional efforts to pass a potential ban on Russian uranium imports stalled, elements of the White House have started…

McAlinden Research PartnersApril 30, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Technology

Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom

Natural gas futures have struggled to rebound recently after back-to-back mild winters have suppressed prices and left inventories in both…

McAlinden Research PartnersApril 24, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Economics & Trade Energy & Environment Ⓛ US Energy Politics & Policy

Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory

The range of Ukraine's drone offensive against oil and gas facilities on the Russian mainland could soon expand to threaten…

McAlinden Research PartnersApril 17, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

Europe’s Largest Nuclear Power Plant Once Again Caught in the Midst of Russia-Ukraine Crossfire

Ukraine's Zaporizhzhia Nuclear Power Plant (ZNPP), Europe's largest nuclear power facility, came under direct attack for the first time in…

McAlinden Research PartnersApril 8, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Politics & Policy

Strong US Export Growth and Geopolitical Risks Ramp Up Oil and Gasoline Prices, SPR Re-Fill May Skid to Halt

Both crude oil and gasoline prices touched multi-month highs this week, likely induced by narrower inventories of petroleum products and…

McAlinden Research PartnersApril 4, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Politics & Policy

Russo-Ukrainian War Forces Energy Facilities into Crosshairs as Massive Gas Storage Hub Hit by Missiles

Despite Europe's March inventories of natural gas reaching record levels, benchmark Dutch TTF gas futures have jumped 20% throughout the…

McAlinden Research PartnersMarch 26, 2024

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Manufacturing & Logistics

Lithium Prices Show Signs of Life and Could Inspire New Investments, Yet EV Prospects Remain Problematic

Lithium futures collapsed in 2023, amid a worldwide slowdown in EV sales, but have experienced a slight rebound throughout the…

McAlinden Research PartnersMarch 19, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Commodities Energy & Environment Ⓛ US Energy Politics & Policy

Drone Strikes on Russian Oil Refineries Continue to Intensify, Boosting US Gasoline Export Surge

Ukraine's ongoing wave of drone attacks targeting Russian oil refineries and other industrial infrastructure is cutting into Moscow's export of…

McAlinden Research PartnersMarch 18, 2024

Trump Offers Sharp Reversal to Biden Environmentalism, US Oil and Gas Industry Now Central to his Campaign

US Utilities Finally Find the Right Catalysts for a Capex Hike as Power Price Gains Exceed Inflation

White House Eyes Russian Uranium Ban to Free Up Funds for Enrichment Facilities, Stifle Moscow’s Income

Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom

Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory

Europe’s Largest Nuclear Power Plant Once Again Caught in the Midst of Russia-Ukraine Crossfire

Strong US Export Growth and Geopolitical Risks Ramp Up Oil and Gasoline Prices, SPR Re-Fill May Skid to Halt

Russo-Ukrainian War Forces Energy Facilities into Crosshairs as Massive Gas Storage Hub Hit by Missiles

Lithium Prices Show Signs of Life and Could Inspire New Investments, Yet EV Prospects Remain Problematic

Drone Strikes on Russian Oil Refineries Continue to Intensify, Boosting US Gasoline Export Surge

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