★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesReal Estate & Construction Homebuilders, Decking, and DIY Launch Lumber to New Highs Lumber prices touched a new record yesterday amid an ongoing rebound in the housing market, as well as an explosion in…McAlinden Research PartnersAugust 18, 2020
★ Daily Intelligence Briefings (DIBs)Commodities What the Divergence in Iron Ore and Steel Prices Means for Investors Prices of iron ore, the primary ingredient in steel production, have surged this year. The price of steel has not…McAlinden Research PartnersMay 23, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Lumber Sell-Off May Be Nearing an End Lumber experienced the best of times and the worst of times in 2018. A historic bull run in lumber prices…McAlinden Research PartnersJanuary 3, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Lithium Sitting Upon a Shaky Foundation: Can the Supply Chain Withstand a Demand Spike? New reports have begun to shine a light on the decline of battery prices and, more importantly, the difficulty miners…McAlinden Research PartnersNovember 13, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Rare Earth Metals’ 2009 Déjà Vu Moment Shines Light on Australian Miners Rare earths help power everything, from consumer electronic devices such as smartphones and tablets, to MRI machines, satellites, nuclear reactors,…McAlinden Research PartnersNovember 5, 2018
↺ Theme AdjustmentsCommodities Theme Suspension: Palladium MRP added Long Palladium as an investment theme on October 7, 2017, based on the rationale that supply deficits and…McAlinden Research PartnersOctober 25, 2018
★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics The Rise of Bioplastics Consumer activists, companies and governments are stepping up the war on plastic because of its harmful effect on the environment.…McAlinden Research PartnersOctober 22, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Palladium Breaks Out on Diesel Demise; Stagnating Supply MRP’s Long Palladium theme has been enjoying a boost lately. When we launched the theme on October 9, 2017, our…McAlinden Research PartnersOctober 4, 2018
★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics US Metals Tariffs Here to Stay as Steel Profits Surge The Trump administration’s steel tariffs have driven up the price of steel products and generated huge profits for steelmakers; especially…McAlinden Research PartnersOctober 2, 2018
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium has Lagged, but Secure Supply Won’t Last Studies and sales figures show that demand remains strong for lithium and lithium-ion batteries in the long-term. However, even short-term…McAlinden Research PartnersJune 26, 2018