★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Copper Prices Slid Lower in May, But Problems in Peru Help to Keep Long-Term Supply Squeeze in Play Copper gave up all of its 2023 gains in May as LME inventories begun to recover and industrial activity remained subdued…McAlinden Research PartnersJune 1, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023
★ 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)CommoditiesManufacturing & LogisticsPolitics & Policy Several Renewed Catalysts Could Boost Copper’s Comeback Copper prices bounced back through July, following a rise in US demand and diminishing influence of Chinese strategic reserve releases…McAlinden Research PartnersAugust 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsPolitics & Policy Copper Prices Could Climb Higher on Chilean Political Shift, Declining Discoveries, and Shrinking Scrap Supply Copper discoveries, particularly in South America, have slowed in recent years and a new wave of political upheaval across the continent…McAlinden Research PartnersMay 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & LogisticsPolitics & Policy Infrastructure Update: Physical Projects Likely to Pass, Boosting Commodities and Industrials Amid negotiations around the Biden administration's proposals for $2.3 trillion in infrastructure spending, a piecemeal approach appears to be more…McAlinden Research PartnersMay 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Copper and Lithium Fortunes Boosted by EV Rollout, Breakout Demand Forecasts Rising electrification in America's auto industry is likely to boost the prices of key metals needed to make the electric…McAlinden Research PartnersApril 21, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Copper Leads a Commodities Supercycle as Banks Become Ever More Bullish on the Red Metal Copper futures recently touched a decade high as key investment banks openly declared a "supercycle", raising their price targets through 2022. Net…McAlinden Research PartnersMarch 2, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsReal Estate & Construction Copper’s Climb Set to Continue on Renewed Fiscal Stimulus and Short Supply Copper has continued its surge into 2021. With new rounds of fiscal stimulus measures coming to boost consumer and infrastructure…McAlinden Research PartnersJanuary 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics China Launches an Industrial Comeback, Sucking Up Global Metals Supply Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…McAlinden Research PartnersDecember 9, 2020