★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy New US Aid for Ukraine Likely by End of Month, Attrition and Ballooning Russian Ranks Remain Concerns The US House's passage of desperately needed security aid for Ukraine, likely helped along by additional funds earmarked for Israel,…McAlinden Research PartnersApril 22, 2024
★ Daily Intelligence Briefings (DIBs)Monetary PolicyPolitics & Policy Relentless US Fiscal Spend Risks Undermining Restrictive Monetary Policy, Supersizing Deficits Dueling IMF publications released this week cast the US as an economic juggernaut in terms of growth, doubling up on…McAlinden Research PartnersApril 18, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ US EnergyPolitics & Policy Gasoline Continues to Gain on Russian Refinery Outages, Demand Shifts Toward Thinning US Inventory The range of Ukraine's drone offensive against oil and gas facilities on the Russian mainland could soon expand to threaten…McAlinden Research PartnersApril 17, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseMarketsPolitics & Policy Israel Racks Up Massive Costs to Fend off Iranian Aerial Assault, US and UK Look to Stem Further Escalation A multi-directional attack from Iran and its proxies throughout the Middle East volleyed more than 300 drones and missiles at…McAlinden Research PartnersApril 15, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesMonetary PolicyPolitics & Policy Gold Rally Potentially the Result of Bullish Catalysts Underlying Both Dovish and Hawkish Scenarios at Fed A surge in precious metals prices has pushed gold to record highs in recent days, defying a subsequent jump in…McAlinden Research PartnersApril 11, 2024
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Europe’s Largest Nuclear Power Plant Once Again Caught in the Midst of Russia-Ukraine Crossfire Ukraine's Zaporizhzhia Nuclear Power Plant (ZNPP), Europe's largest nuclear power facility, came under direct attack for the first time in…McAlinden Research PartnersApril 8, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Strong US Export Growth and Geopolitical Risks Ramp Up Oil and Gasoline Prices, SPR Re-Fill May Skid to Halt Both crude oil and gasoline prices touched multi-month highs this week, likely induced by narrower inventories of petroleum products and…McAlinden Research PartnersApril 4, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Russo-Ukrainian War Forces Energy Facilities into Crosshairs as Massive Gas Storage Hub Hit by Missiles Despite Europe's March inventories of natural gas reaching record levels, benchmark Dutch TTF gas futures have jumped 20% throughout the…McAlinden Research PartnersMarch 26, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceⓁ EthereumMarketsPolitics & Policy SEC Reportedly Probes Ethereum Foundation but Would Struggle to Backtrack on ETH’s Commodity Status The SEC is allegedly probing the Ethereum Foundation as part of a legal effort to classify ETH as a security.…McAlinden Research PartnersMarch 25, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyPolitics & Policy Drone Strikes on Russian Oil Refineries Continue to Intensify, Boosting US Gasoline Export Surge Ukraine's ongoing wave of drone attacks targeting Russian oil refineries and other industrial infrastructure is cutting into Moscow's export of…McAlinden Research PartnersMarch 18, 2024