★ 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
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentMarkets Refinery Margins Resilient as Fuel Prices Rebound, Disruptions Continue to Roil Output US refinery runs have remained suppressed after a winter storm knocked millions of barrels of capacity offline along the US gulf coast…McAlinden Research PartnersJanuary 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Oil Prices Resurgent as SPR Drain Defies White House Pledge to Initiate Refilling Process Oil Prices are on a hot streak despite a recent spate of bearish supply data. Though crude stockpiles just recorded…McAlinden Research PartnersJanuary 12, 2023