★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy European Nuclear Power Investments on the Rise, EU Green Energy Taxonomy Could Boost Uranium From the UK to Hungary, investments in nuclear power infrastructure and research are on the rise. Following a letter from…McAlinden Research PartnersJanuary 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradePolitics & Policy Russia-Ukraine Tensions Put Global Food Trade at Risk, Mounting Headwinds Face Agriculture Industry Crop futures remain elevated due to ongoing drought and adverse weather predictions for 2022. Several new catalysts have arisen that…McAlinden Research PartnersJanuary 24, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarPolitics & Policy Solar Supply Chain Struggles Set to Ease in 2022, Projections Point Toward Further Investment Solar industry supply chains have fallen victim to persistent disruptions and higher costs in recent months, which have contributed to…McAlinden Research PartnersJanuary 13, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMarketsMonetary PolicyPolitics & Policy Bye Bye, Transitory Paired with a double dose of tapering, the FOMC’s latest updating of interest rate projections indicate a much more hawkish…McAlinden Research PartnersDecember 23, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Uranium Enjoys Renewed Nuclear Popularity, Funds Locking Up Physical Supplies Nuclear power continues to rise in popularity among legislators and business leaders, as well as the general population. Nearly 60%…McAlinden Research PartnersDecember 15, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Stocks Back in Focus as US Boosts Military Spending on Key Regions and Technology A renewed buildup of Russian soldiers and military equipment near the Ukrainian border has accompanied a rise in US defense…McAlinden Research PartnersDecember 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsPolitics & PolicyServices Sportsbooks’ Ad Surge Secures Market Share, but Concerns Around Financials on the Rise The new Omicron variant of COVID-19 has spurred a broader sell off in equities, but poses little threat of endangering…McAlinden Research PartnersDecember 7, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarMarketsPolitics & Policy Utility-Scale Solar Deployment Robust as Costs Maintain Downward Trajectory As gas and coal prices have broken out to multi-year highs this year, utility-scale solar projects continue to get cheaper. Lower…McAlinden Research PartnersNovember 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarPolitics & Policy COP26 and US Infrastructure Bill Look to Cut Emissions, Boosting Copper Outlook The signing of a long-awaited US infrastructure bill, along with last week's COP26 climate conference, has put renewable energy and electric…McAlinden Research PartnersNovember 16, 2021
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnologyTransportation EV Charging Stocks Pop on Infrastructure Bill Passage, Additional Funding Key to Accelerating EV Adoption Shares of electric vehicle (EV) charging station manufacturers moved higher this week, following the news that the Biden administration’s long-awaited…McAlinden Research PartnersNovember 11, 2021