★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentMarkets Crude Forecasts Climb Higher as Demand Outpaces Supply, Downstream Investment Sluggish Summary: Forecasts of rising oil futures, perhaps even to $100, remain popular this month, following a strong rebound in summer travel demand…McAlinden Research PartnersJune 22, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Sand Forecast to be in Short Supply as Mineral-Intensive Construction Projects Quickly Pile Up Sand, a key raw material utilized in infrastructure, energy, and construction projects, is forecast to soon be in short supply.…McAlinden Research PartnersMay 27, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Calmness in Crude Markets Wont Last as Bullish Catalysts Continue Piling Up Oil prices have been uncharacteristically stable in recent weeks, but a few short and long-term catalysts promise to keep things…McAlinden Research PartnersAugust 25, 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)⦁ 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 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 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