★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentⓁ SolarPolitics & Policy COP26 and US Infrastructure Bill Look to Cut Emissions, Boosting Copper Outlook The signing of a long-awaited US infrastructure bill, along with last week's COP26 climate conference, has put renewable energy and electric…McAlinden Research PartnersNovember 16, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Global Power Constraints Lead to Aluminum Production Cutbacks, Supplies Stay Tight Aluminum prices just soared to a thirteen year high, primarily due to a burgeoning energy crisis gripping the world, worrying…McAlinden Research PartnersOctober 14, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsPolitics & Policy Several Renewed Catalysts Could Boost Copper’s Comeback Copper prices bounced back through July, following a rise in US demand and diminishing influence of Chinese strategic reserve releases…McAlinden Research PartnersAugust 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Battery Metals Bounce Higher as Producers Make a Push for New Mining and Processing Tech Battery metals are forecast to remain in short supply for years to come as the transition to green energy adds…McAlinden Research PartnersJuly 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsPolitics & Policy Copper Prices Could Climb Higher on Chilean Political Shift, Declining Discoveries, and Shrinking Scrap Supply Copper discoveries, particularly in South America, have slowed in recent years and a new wave of political upheaval across the continent…McAlinden Research PartnersMay 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & LogisticsPolitics & Policy Infrastructure Update: Physical Projects Likely to Pass, Boosting Commodities and Industrials Amid negotiations around the Biden administration's proposals for $2.3 trillion in infrastructure spending, a piecemeal approach appears to be more…McAlinden Research PartnersMay 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Copper and Lithium Fortunes Boosted by EV Rollout, Breakout Demand Forecasts Rising electrification in America's auto industry is likely to boost the prices of key metals needed to make the electric…McAlinden Research PartnersApril 21, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsMonetary Policy Silver Set to Shine as Solar and EV Demand Could Spell Another Breakout Year for Metals Silver outperformed gold last year after staging a massive comeback from historic relative weakness. The early stages of the economic…McAlinden Research PartnersJanuary 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsReal Estate & Construction Copper’s Climb Set to Continue on Renewed Fiscal Stimulus and Short Supply Copper has continued its surge into 2021. With new rounds of fiscal stimulus measures coming to boost consumer and infrastructure…McAlinden Research PartnersJanuary 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics China Launches an Industrial Comeback, Sucking Up Global Metals Supply Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…McAlinden Research PartnersDecember 9, 2020