★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Panama Becomes the Latest LatAm Copper Exporter to Suffer Major Disruption to Output Panama's critical Cobre copper mine is set to be shut down following the Supreme Court's decision to void First Quantum's…McAlinden Research PartnersNovember 29, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rising Cost Pressures in Chile’s Copper Mining Industry Raise Risks for Long-Term Supply of the Metal October marked another difficult month for Codelco, the Chilean state-owned copper miner. More executive resignations and a credit rating downgrade…McAlinden Research PartnersOctober 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rare Earths Crucial to Future of Technology, US to Boost Domestic Production and Reduce Reliance on China Rare earth elements (REE), a group of 17 metals, are crucial to the production of everything from semiconductors to smartphones…McAlinden Research PartnersApril 11, 2022
★ Daily Intelligence Briefings (DIBs)FinancePolitics & PolicyTechnology Bitcoin Gains Regulatory Approval Across the Globe, US Politicians Embrace Digital Asset Policies Rumors of Bitcoin "bans" have been greatly exaggerated. This week, Russia, India, and Indonesia are rolling out coherent regulatory frameworks…McAlinden Research PartnersFebruary 2, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Battery Metal Prices Continue Climbing, Deficits Likely as EV Manufacturers Scramble to Secure Contracts Battery metal prices, primarily lithium, nickel ,and cobalt, have surpassed or are approaching record highs this year as demand for…McAlinden Research PartnersDecember 2, 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 TrackerEconomics & TradeFinancePolitics & PolicyTechnology Bitcoin’s Breakthroughs in Latin America and a Miner Exodus From China Create New Blockchain Opportunities Crypto asset prices have plummeted through May and June, but that has not halted overall adoption. In fact, one of the…McAlinden Research PartnersJune 23, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium Back on the Rise as Suppliers Close Up Mines, Move to Buy in the Spot Market Uranium finally managed to break above the $30 mark this year amid news of permanent mine closures, an increase in…McAlinden Research PartnersApril 8, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Uranium is at a Key Inflection Point With nuclear power back on the agenda of some big energy markets, demand for uranium now exceeds pre-Fukushima levels and…McAlinden Research PartnersSeptember 21, 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