⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Helicopter Money In the two months since COVID-19 has begun to make a significant impact on the American mainland, fiscal and monetary…McAlinden Research PartnersApril 30, 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)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)Biotechnology & HealthcareEnergy & EnvironmentTechnology Here are the Market Winners & Losers of Coronavirus The coronavirus outbreak aka 2019-nCoV is having an outsize impact on some industries and their share prices. Airline, energy, and…McAlinden Research PartnersFebruary 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Seismic Shift Will Accelerate the Decoupling of Clean Energy from Oil & Gas Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum…McAlinden Research PartnersJanuary 27, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment 2020 to Bring More Coal Closures as Global Gas and Renewables Costs Diminish Worldwide closures of operational coal plants and the cancelling of new capacity continued to weigh on spot prices in 2019…McAlinden Research PartnersJanuary 14, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Conditions are Slowly Building Up for a Nuclear & Uranium Bull Market Uranium is now long due for a market rebound. But while production cuts are helping to sop up an existing…McAlinden Research PartnersNovember 4, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Coal’s Recent Pop is a Blip, More Downside Ahead Coal’s decline is about to accelerate due to plunging renewable energy costs, rock-bottom natural gas prices, rising carbon credit prices,…McAlinden Research PartnersOctober 28, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Solar’s 60% YTD Rally Is About To Resume Following A Brief Pause 2019 is proving to be the comeback year for the solar stocks. Improving industry fundamentals and fewer political & regulatory…McAlinden Research PartnersOctober 14, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Meet the Winners & Losers of the Global Natural Gas Glut The natural gas glut has gone fully global. Prices in all the major markets are at historic lows; projections for…McAlinden Research PartnersOctober 10, 2019