★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Clean Energy Stocks are Fired Up for the Election Now that equity markets have stabilized following this year’s lightning crash, clean energy stocks are once again diverging hard from…McAlinden Research PartnersAugust 24, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Refiners Take Definitive Steps to Change Their Fortunes The plunge in gasoline and jet fuel demand in the wake of Covid-19 lockdowns has set refiners on probably their…McAlinden Research PartnersAugust 20, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Debt-Laden Shale Shutdowns Setting Up Longer-Term Supply Shortage Oil output from US shale fields will continue to decline in August, despite several shale bosses noting that they plan…McAlinden Research PartnersJuly 21, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Why Carbon Prices are Rising and How to Invest New legislation introduced to congress this month would make it possible for the U.S. agriculture industry to sell carbon credits…McAlinden Research PartnersJune 25, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Crude Prices on the Comeback as Producers Cut Supply and Upstream Investments Crude prices are pushing up against $40 per barrel, defying many bearish predictions from the first quarter. Output cuts in…McAlinden Research PartnersJune 17, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s New Bullish Signal Breaks Records Summary: After delivering a spectacular return of +65% in 2019, the Invesco Solar ETF (TAN) which invests in solar energy…McAlinden Research PartnersJune 8, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment The Pandemic May Have Sealed Coal’s Fate If 2019 was a bad year for coal miners (which it was), 2020 is going to be much worse. As…McAlinden Research PartnersMay 21, 2020
★ 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 Natural Gas Stocks Ride Upcoming Wave of Oil Well Closures 2019 was such a rough year for natural gas that by the time February 2020 rolled by, hedge funds had…McAlinden Research PartnersMay 4, 2020