Energy & Environment

★ Daily Intelligence Briefings (DIBs)Energy & Environment

Re-Affirming MRP’s Long Solar Theme

The global solar industry keeps getting whipsawed by political curveballs this year. In January, President Donald Trump imposed a 30%…

McAlinden Research PartnersAugust 27, 2018

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Labor, Education & Demographics Technology

Energy Automation: Replacing Roughnecks and Promoting Profitability

When times were good and prices were at all-time highs for oil and gas, the industry was not very concerned…

McAlinden Research PartnersJuly 17, 2018

★ Daily Intelligence Briefings (DIBs)Commodities Energy & 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)Commodities Energy & 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)Commodities Energy & 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)Commodities Energy & 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 Viewpoints Commodities Economics & Trade Energy & Environment Markets Real 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

Re-Affirming MRP’s Long Solar Theme

Energy Automation: Replacing Roughnecks and Promoting Profitability

Refiners: Deteriorating Profitability May Deflate U.S. Refineries

Natural Gas Demand Detonation Will Push Prices and Transform the Industry

Lithium has Lagged, but Secure Supply Won’t Last

The Oil Glut is Gone, But Investors Still Agonize Over Production

MRP Reiterates its Long Electric Utilities Theme

Renewables: MRP Adds Long Solar Theme on Improved Outlook

Joe Mac’s Market Viewpoint: Déjà Vu All Over Again

Joe Mac’s Viewpoint

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