★ 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
★ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Spiking Energy Costs Could Sting Shipping & Transport Stocks Following 50% of Saudi Arabian crude oil going offline due to a devastating drone attack on 2 of the country’s…McAlinden Research PartnersSeptember 17, 2019
↺ Theme AdjustmentsCommodities Adding Long Refiners & Suspending Long U.S. Energy, Crude Oil, and Oil & Gas Services 2019 has been an interesting year for the gasoline market. The year started out with some of the strongest stock…McAlinden Research PartnersJuly 2, 2019
★ Daily Intelligence Briefings (DIBs)Energy & Environment Electric Utilities are Having a Breakout Year MRP’s Long Electric Utilities theme is having a breakout year, having outperformed the broad market by almost 10%. We expect…McAlinden Research PartnersDecember 10, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Fusion Power Could Be Energy’s Biggest Disruptor Both fission and fusion are nuclear reactions that produce energy, but the applications are different. Whereas fission entails the splitting…McAlinden Research PartnersNovember 1, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Catalysts For A New Crude Turnaround Recent jumps in crude inventories have worried investors and prompted some analysts to begin calling for a sustained downturn in…McAlinden Research PartnersOctober 31, 2018
★ Daily Intelligence Briefings (DIBs)Commodities A New Capex Campaign: Oil and Gas Services Set to Boom on Energy Expansion Although oil prices have boomed over the last year, energy equipment and service firms have continued to struggle, not seeing…McAlinden Research PartnersOctober 16, 2018
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coal is at a 6-Year High But Investors are Shunning Coal Miners Coal has long been a primary source of power in the U.S., but has been devastated in the past decade…McAlinden Research PartnersOctober 11, 2018
★ Daily Intelligence Briefings (DIBs)Energy & Environment Hydrogen Fuel Cell Breakthroughs Could Reshape Mobility Industry The challenge of meeting reduced emission targets around the world is reshaping the mobility industry and causing a paradigm shift…McAlinden Research PartnersSeptember 20, 2018