★ 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)⦁ Theme TrackerCommoditiesⓁ WheatMarketsPolitics & Policy Dam Destruction and Dry Weather May Devastate Ukrainian Grain Harvest Ukrainian grain supplies are currently facing down hostile weather, military encroachment, and falling water levels across several key canal routes.…McAlinden Research PartnersJune 8, 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
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesTransportation Grain Prices Slashed as Shipping Out of Ukraine Resumes, But Serious Risks Remain The first wave of commercial ships to disembark from Ukraine carrying grains and other agricultural goods are nearing their destinations. Easing…McAlinden Research PartnersAugust 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Record Heatwave Worsens US Drought, Potentially Compromising Tight Crop Supplies A massive drought in the US West, which may be the worst in 1,200 years, is only intensifying as cities…McAlinden Research PartnersJuly 1, 2021