★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Uranium at Risk Again as Russia and Ukraine Accuse Each Other of Plotting Imminent Nuclear Plant Attack The Zaporizhzhia Nuclear Power Plant (ZNPP), the largest of its kind in Europe, may be in the crosshairs of the…McAlinden Research PartnersJuly 5, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ US ConstructionManufacturing & LogisticsPolitics & Policy Buildout of US Broadband Expansion Spurs Fiber Optic Cable Manufacturers to Bolster Capacity The White House's rollout of $42 billion in funding for high speed internet expansion is expected to begin at the…McAlinden Research PartnersJune 29, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Ukraine’s Southern Offensive Accelerates Attrition, Signals Western Allies Must Step Up Assistance The recognition of an accounting error by the Pentagon has freed up an additional $6.2 billion in US security assistance for Ukraine.…McAlinden Research PartnersJune 26, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Wheat Prices Surge as Dam Devastation and Intense Combat Wilt Hopes for Resilient Ukrainian Harvests In the two weeks since the destruction of the Nova Kakhovka dam in southern Ukraine, the Kakhovka reservoir has been…McAlinden Research PartnersJune 22, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Languishes Under New Taxes and Falling Output, Complicating South American Copper Growth On top of company production levels falling to levels unseen in this millennium, new taxes on mining activity, and delays…McAlinden Research PartnersJune 15, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ WheatMarketsPolitics & Policy Dam Destruction and Dry Weather May Devastate Ukrainian Grain Harvest Ukrainian grain supplies are currently facing down hostile weather, military encroachment, and falling water levels across several key canal routes.…McAlinden Research PartnersJune 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy OPEC+ Plans Compound Thinning US Crude Stockpiles and Softer Outlook for Production OPEC+'s extension of crude oil production target cuts into 2024, announced this past weekend, were compounded by the promise of a 1 million…McAlinden Research PartnersJune 5, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & 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