★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & EnvironmentⓁ SolarManufacturing & Logistics US Executive Action on Solar Tariffs and Supply Chain Sends Shockwaves Through Energy Industry The Biden Administration shocked the energy sector on Sunday, announcing the suspension of any tariffs on solar panels from key…McAlinden Research PartnersJune 7, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Boeing Shares Break Down as Airbus Pulls Ahead in New Orders, International Scrutiny Boils Over May has turned into a mess of a month for Boeing, whose shares are now down more than 40%, year to…McAlinden Research PartnersMay 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy China Chides Biden’s “Commitment” to Taiwan Defense, Congress Proposes $6 Billion Military Aid Package For the third time in the past several months, President Biden has confirmed the US's willingness to intervene militarily if…McAlinden Research PartnersMay 24, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsMarketsServices Amazon’s Slowing Growth Weighs on eCommerce Space, Warehouse Operators Could be Victims of Contagion Amazon's recent earnings miss sent the company's shares tumbling by more than 10% and spawned a wave of fear that swept…McAlinden Research PartnersMay 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukraine Conflict and NATO Response Likely to Continue Bolstering US Defense Contractors The US's involvement in Ukraine continues to ramp up with ever more weaponry, equipment, and other aid being funded by the Pentagon…McAlinden Research PartnersApril 20, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsTransportation China’s Elevated EV Prices Unlikely to Halt Domestic Expansion as New Stimulus Looms Chinese EV manufacturers produced strong sales results in 2021. That success extended into the first quarter of 2022 as well,…McAlinden Research PartnersApril 5, 2022
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentManufacturing & LogisticsTransportation America’s EV Charging Network Expands Reach and Capabilities, Boosting Earnings for Manufacturers One of the major barriers to electric vehicle (EV) adoption in the US is "range anxiety", resulting from a perceived lack…McAlinden Research PartnersMarch 16, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Battery Metal Prices Soar, Mining Industry Looks to Add Further Exposure Battery metals are becoming increasingly scarce as the commodity group remains an integral part of the global electric vehicle (EV)…McAlinden Research PartnersFebruary 24, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Boeing Faces Another Regulatory Setback in Dreamliner Saga as FAA Revokes Certification Capabilities Boeing's ongoing struggle with weak delivery volume is likely to be exacerbated by tightening regulatory oversight. Yesterday, the FAA announced Boeing…McAlinden Research PartnersFebruary 16, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Ocean Freight Shatters Annual Profit Records, Sustained Gains and Industry Diversification on Tap Ocean freight carriers raked in a record $150 billion in profits in 2021, an over 900% increase when compared to the…McAlinden Research PartnersFebruary 10, 2022