★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban China's maneuver to block sales of Micron products in its infrastructure products will open up an opportunity for the firm's…McAlinden Research PartnersMay 24, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyReal Estate & Construction Commercial Real Estate Price Drop, Potential US Debt Default Raise Risks for Regional Banking Space Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…McAlinden Research PartnersMay 18, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukrainian Military Aid Exposes Europe’s Need to Unify its Discordant Defense Industry Over the past few days, Ukrainian President Zelenskyy secured new military assistance from several key European allies, including Germany, France,…McAlinden Research PartnersMay 16, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyServices North America’s Cannabis Price Crush Likely to Continue, Crumbling Firms Look Toward Consolidation US Cannabis growers and dispensaries have been slammed by declining prices for a period of two years now, forcing expansion…McAlinden Research PartnersMay 10, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Fate of Black Sea Grain Initiative Thrown Back Into Uncertainty by Renewed Russian Demands The quadrilateral Black Sea Grain Deal, which has facilitated the passage of critical wheat supplies from Eastern Europe through the…McAlinden Research PartnersApril 27, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Russo-Ukrainian War Pushes Global Arms Spend Toward Record 2022, Defense Contractors Focus on Logistics Global defense spending reached a record high in 2022, an unsurprising revelation, given the outbreak of the war in Ukraine…McAlinden Research PartnersApril 24, 2023
★ 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