★ 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 The Pieces are Falling in Place for a Gasoline Price Rebound Given the imminent re-opening of America's economy and the start of peak driving season in coming weeks, US gasoline demand…McAlinden Research PartnersApril 27, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Making Sense of Crude Oil’s COVID Meltdown & the Growing Global Response WTI crude futures saw their lowest-ever levels, falling into deep negative territory on Monday but rebounding back into positive territory…McAlinden Research PartnersApril 22, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Return of Output Cuts Set to Spur Crude Oil Rebound, MRP Adds LONG Crude Oil & US Energy to Our List of Themes Spot prices of crude oil were wiped out in March by the accelerated spread of Coronavirus and a Saudi-Russian price…McAlinden Research PartnersApril 7, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Expect Oil Refiners to Lag When Energy Market Rebounds Oil refiners are in a tough spot. Gasoline and jet fuel prices have been falling faster than crude oil, pushing…McAlinden Research PartnersApril 6, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Tankers are the Big Winners of the 2020 Oil Crash The oil market flipped into contango in January, indicating an oversupply of the commodity. On January 30, while February futures…McAlinden Research PartnersApril 2, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Russia’s Oil Offensive Targets Debt-Laden US Shale In breaking with Saudi Arabia and the rest of OPEC on new oil output cuts, Russia’s real objective is to…McAlinden Research PartnersMarch 10, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas The Coronavirus has unsurprisingly struck oil markets hard in 2020, estimated to have wiped out 20% of China’s crude demand,…McAlinden Research PartnersFebruary 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Oil Refiners are Having a Stellar Month, All Things Considered Disruptions to Saudi Arabia crude oil productions will could have a material negative effect on several industries, including airlines, shipping…McAlinden Research PartnersSeptember 19, 2019