★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Panama Becomes the Latest LatAm Copper Exporter to Suffer Major Disruption to Output Panama's critical Cobre copper mine is set to be shut down following the Supreme Court's decision to void First Quantum's…McAlinden Research PartnersNovember 29, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ UraniumPolitics & Policy Uranium Prices Up on Increasing Odds of European Nuclear Renewal Uranium prices are reaching levels unseen in 15 years as decisions on new nuclear plants in Europe, as well as…McAlinden Research PartnersNovember 27, 2023
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyPolitics & Policy Outlook on US Debt Now Negative at Moody’s, Government Shutdown Could Carry Yield Implications Moody's now maintains a "negative" outlook on US sovereign debt, compounding a credit rating downgrade from Fitch Ratings in August,…McAlinden Research PartnersNovember 13, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyServices Cannabis Firms Gain New Foothold in Potential Billion-Dollar Market, But Federal Reform Remains on Hold Following the success of a statewide ballot measure, Ohio will soon join the ranks of 23 other US states that…McAlinden Research PartnersNovember 9, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & Policy US Doles Out New Defense Aid to Israel and Ukraine, but Further Allocations Still Held up in Congress Nearly $750 million in combined support for Israel and Ukraine's respective war efforts has been allotted by the US throughout…McAlinden Research PartnersNovember 7, 2023
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Billions of Dollars in Wind Farm Impairments Force Green Energy Firms to Appeal for Greater Government Aid Danish wind power developer Ørsted disclosed impairments related to two planned US offshore projects that will total $4.0 billion, significantly…McAlinden Research PartnersNovember 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ Aerospace & DefensePolitics & Policy Israel Begins Phase Two of War on Hamas as Dozens of Missiles Target Nearby US Military Bases The Israeli Defense Forces (IDF) have initiated the second phase of their military operation in Gaza, defying warnings from Iranian-backed…McAlinden Research PartnersOctober 31, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rising Cost Pressures in Chile’s Copper Mining Industry Raise Risks for Long-Term Supply of the Metal October marked another difficult month for Codelco, the Chilean state-owned copper miner. More executive resignations and a credit rating downgrade…McAlinden Research PartnersOctober 26, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Takes Steps to Speed Development of Drone Warfare Technologies as Use Spreads to Israel-Hamas Conflict Drone warfare has become a defining feature of the ongoing conflict in Ukraine, and new video of Hamas's recent attacks on Israel have…McAlinden Research PartnersOctober 23, 2023
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy US TIC Data Shows Foreign Official Treasury Holders are Cutting Exposure, Potentially Pushing up Yields Though total foreign holdings of US Treasuries have risen throughout the past several months, the latest Treasury International Capital (TIC)…McAlinden Research PartnersOctober 19, 2023