★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ US EnergyTechnology Brimming Gas Stockpiles Could be Drawn Down by Electricity Demands of AI Data Center Boom Natural gas futures have struggled to rebound recently after back-to-back mild winters have suppressed prices and left inventories in both…McAlinden Research PartnersApril 24, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ EthereumTechnology Bitcoin Hash Rate Holds Strong in Wake of Halving, Suggesting Miner Margins May Remain Intact Bitcoin's fourth halving has slashed the generation of new BTC as 45% of coins already in circulation remain unmoved in three…McAlinden Research PartnersApril 23, 2024
★ 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)⦁ 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)⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy US Bank Deposits Swell to Highest Level in a Year as Loan-Loss Provisioning Slows to Halt Bank deposits have surged over the past four months, giving US financial institutions some much-needed breathing room to insulate their…McAlinden Research PartnersApril 10, 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 TrackerFinanceⓁ IPOsMarketsTechnology IPOs Surge in the Americas as Private Equity Looks to Boost Exits, AI Startups Flow to Public Listing Stage Global IPO activity showed signs of life in Q1, raising more funds with a smaller number of new listings versus…McAlinden Research PartnersApril 3, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ CybersecurityTechnology AT&T Breach the Latest to Shine a Light on Lacking Cybersecurity Measures Among World’s Largest Firms The latest high profile data breach, which has impacted more than 73 million former and current AT&T customers, once again…McAlinden Research PartnersApril 2, 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