★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics Copper Climbs to New Highs With Supply Still Strained Copper Prices hit a multi-year high this week on the back of breakout demand from China, partially related to a…McAlinden Research PartnersSeptember 2, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Cuts Get Another Saudi Boost as Oil Demand Begins to Show Signs of Life Saudi Arabia enhanced their commitment to OPEC+ supply cuts as the Kingdom said they’d shut production of additional 1 million…McAlinden Research PartnersMay 12, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Natural Gas Stocks Ride Upcoming Wave of Oil Well Closures 2019 was such a rough year for natural gas that by the time February 2020 rolled by, hedge funds had…McAlinden Research PartnersMay 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities White House Steps in to Stem Slaughterhouse Shutdowns, Livestock to Benefit From Increasing Exports Major US Meatpacking infrastructure has been struck by COVID-19, threatening a shutdown of up to 80% of meat production and…McAlinden Research PartnersApril 29, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 to Bring More Coal Closures as Global Gas and Renewables Costs Diminish Worldwide closures of operational coal plants and the cancelling of new capacity continued to weigh on spot prices in 2019…McAlinden Research PartnersJanuary 14, 2020
★ Daily Intelligence Briefings (DIBs)Commodities 3 Reasons Sugar Futures are Rising and How to Invest in the Commodity Sugar production is being disrupted in various parts of the world, intentionally and unintentionally. Production is falling on a global…McAlinden Research PartnersDecember 12, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities US Crop Yields Continue to Crack Under Early Winter Weather Weather continues to wreak havoc on corn, soy and other crops across the US after massive flooding delayed plantings this…McAlinden Research PartnersNovember 20, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Four Factors That Could Reverse Cotton’s Bear Market Cotton is taking a major hit from the combined impact of the US-China tariff war, decelerating global growth, a strong…McAlinden Research PartnersSeptember 23, 2019