★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & Logistics Copper Climbs to New Highs With Supply Still Strained Copper Prices hit a multi-year high this week on the back of breakout demand from China, partially related to a…McAlinden Research PartnersSeptember 2, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesTechnologyTransportation The Tide Finally Turns for Battery Metal Producers The tide is starting to turn for producers of battery metals. New government commitments to green transport in China and…McAlinden Research PartnersAugust 10, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Copper May Be Entering a Golden Moment The coronavirus has disrupted copper mines and delayed new builds, throttling current and future supply. Meanwhile, demand is bouncing back…McAlinden Research PartnersJuly 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Silver Tops Gold in May, Setting up a Summer Surge Silver and Silver Miners popped in May on the back of a rebound in industrial activity around the world. Ultra-low…McAlinden Research PartnersJune 2, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade Safe Haven Surge Has Only Just Begun for Silver and Silver Miners Amid the precious metals rally that was set off by the rapid spread of Coronavirus and uncertainty around the ability…McAlinden Research PartnersFebruary 25, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium Stocks Surge, but it Can’t Last Without Pricing Rebound Despite continually falling prices for raw lithium, stock prices for a number of firms involved in lithium conversion, mining, and…McAlinden Research PartnersFebruary 5, 2020
★ Daily Intelligence Briefings (DIBs)Commodities This is a Great Time to Be a Palladium Miner Palladium’s year-to-date rally on the heels of a stellar 2019 has some investors wondering whether a correction is imminent. Perhaps…McAlinden Research PartnersJanuary 21, 2020
★ Daily Intelligence Briefings (DIBs)Commodities Prepare for Steel and Aluminum Prices to Diverge in 2020 After declining for most of 2019, aluminum and steel prices have started to rebound on hopes that the supply/demand imbalances…McAlinden Research PartnersDecember 9, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Silver’s Rally is Far from Over as ETF Investors Buy at the Same Pace as in 2009 Silver’s price gains this summer are nearly double that of gold. Still, the white is significantly undervalued relative to gold.…McAlinden Research PartnersSeptember 5, 2019