★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Oil Prices Resurgent as SPR Drain Defies White House Pledge to Initiate Refilling Process Oil Prices are on a hot streak despite a recent spate of bearish supply data. Though crude stockpiles just recorded…McAlinden Research PartnersJanuary 12, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeEnergy & Environment Coal Demand Cracks New Record, But Continually High Prices Could Ultimately Benefit Renewable Capacity Coal consumption will hit an all-time high in 2022, marking a stunning rebound from just two years ago when utilization…McAlinden Research PartnersDecember 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMonetary Policy Gold Gains Ground As Fed Policy Appears to Have Passed its Peak Hawkishness Phase In November, gold broke its longest losing streak in more than 150 years. That rebound was spurred on by expectations…McAlinden Research PartnersDecember 5, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Energy Takes Center Stage in US Midterm Elections, But a “Red Wave” Could Send a Bearish Signal for Oil Prices Though drilling and other oilfield services are booming throughout most of the world this year, the US's domestic industry has…McAlinden Research PartnersNovember 8, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy OPEC+ Overshoots Expectations with New Output Cuts, American Oil & Gas Revival Becomes Critical OPEC+ delivered a shock to oil markets last week. The syndicate drove WTI benchmark crude to its highest close since…McAlinden Research PartnersOctober 10, 2022
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMarketsMonetary Policy The “Real” Rate Story Rising nominal rates are clearly putting pressure on economic growth in the US. The Fed has become more aggressive as…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Oil Prices Bounce as OPEC+ Plans Production Cuts and Asserts Energy Market Dominance Energy stocks posted their best day in two years yesterday, emerging from a September slump. That was largely a reaction…McAlinden Research PartnersOctober 4, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential Nord Stream Sabotage Strikes Latest Blow in Global Struggle for Energy Supplies Seismologists and security officials have indicated that severe leaks in both Nord Stream pipelines were caused by explosions, likely constituting…McAlinden Research PartnersSeptember 28, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Oil Prices Primed for a Potential Fourth Quarter Spike Oil and gasoline prices have slipped lower in the past few months as traders weigh the potential for greater supply…McAlinden Research PartnersSeptember 13, 2022