★ Daily Intelligence Briefings (DIBs)CommoditiesMarkets Margin Pressure on Meat Processors’ Beef Business Could Finally Begin to Break Earnings from Tyson Foods and JBS show each company's beef business suffering from thinning margins. These cost pressures, induced by…McAlinden Research PartnersNovember 14, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Starbucks Looks to Save Coffee From Climate Change, Rolls out New Coffee Breeds to Counter Rust Fungus Climate change and its external consequences pose a long-term threat to global coffee supplies. Though the arabica coffee crop could…McAlinden Research PartnersOctober 5, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Indian Trade Restrictions Create 10 Million Tonne Hole In Global Rice Market, More Exporters May Follow Rice futures recently jumped out to 15-year highs in Asia, following an expansion of India's halt on certain rice exports.…McAlinden Research PartnersAugust 16, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & 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 & TradeⓁ WheatPolitics & 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)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Wheat Prices Surge as Dam Devastation and Intense Combat Wilt Hopes for Resilient Ukrainian Harvests In the two weeks since the destruction of the Nova Kakhovka dam in southern Ukraine, the Kakhovka reservoir has been…McAlinden Research PartnersJune 22, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Near-Record Cattle Prices Sustained by Drought Conditions, May Indicate Continued Culling Ahead US beef futures recently touched a record high, alongside US consumer prices for products like ground beef. The US cattle…McAlinden Research PartnersJune 20, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Fate of Black Sea Grain Initiative Thrown Back Into Uncertainty by Renewed Russian Demands The quadrilateral Black Sea Grain Deal, which has facilitated the passage of critical wheat supplies from Eastern Europe through the…McAlinden Research PartnersApril 27, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsPolitics & Policy Time is Running out for Black Sea Grain Deal Renewal, Yet Wheat Prices Continue Ticking Lower With just 10 days to go before the Black Sea Grain Initiative is set to expire, posturing by Russia suggests…McAlinden Research PartnersMarch 7, 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