★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Russia Shifts Missile Strikes Toward Ukraine’s River Ports, Cutting Off Back Door for Black Sea Grain Ships Russia resumed their targeting of key Ukrainian shipping infrastructure this morning, slamming the river port of Izmail with missile and drone…McAlinden Research PartnersAugust 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradePolitics & Policy Black Sea Grain Shipments Grind to a Halt as Missiles Slam Key Ukrainian Port, Wheat and Corn Prices Gain The expiration of the Black Sea Grain Initiative has been followed by a two-day missile bombardment of Odesa, home to…McAlinden Research PartnersJuly 19, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Brazil’s Corn Exports Play An Increasingly Critical Role in Global Supply Balance Brazil's corn exports have been supercharged by rapidly rising Chinese demand. It is likely that South America's largest economy could…McAlinden Research PartnersApril 4, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy New Russian Offensive In Southern Ukraine Could Signal a Coming Resurgence for Slumping Wheat Prices Wheat futures have fallen back to prices last seen prior to Russia's invasion of Ukraine, but a new offensive in…McAlinden Research PartnersJanuary 23, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Russia Likely to Renew Black Sea Shipping Deal with Ukraine, But Potential for Wintertime Escalation Looms After several weeks of negotiations, it appears Russia will agree to an extension of their deal with Ukraine, Turkey, and…McAlinden Research PartnersNovember 15, 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 TrackerCommoditiesEconomics & Trade Crop Prices Climb Higher on Intensifying Fertilizer Shortage, China and Russia Limit Exports Compounding the USDA's latest projections for thinner corn and soybean stocks to end the year, fertilizer prices just keep on…McAlinden Research PartnersNovember 10, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMarkets Soaring Fertilizer Prices Threaten to Diminish Crop Yields, Send Futures Even Higher Agricultural commodity prices have steadily risen this year as a slew of supply side disruptions continue to hamper the production of several…McAlinden Research PartnersOctober 28, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesMarkets Crop Prices Move Higher on Continued Drought Concerns, USDA Lowers Yield Forecasts Unrelenting drought in the US west has led the federal government to declare the first ever water shortage in the…McAlinden Research PartnersAugust 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Record Heatwave Worsens US Drought, Potentially Compromising Tight Crop Supplies A massive drought in the US West, which may be the worst in 1,200 years, is only intensifying as cities…McAlinden Research PartnersJuly 1, 2021