★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Return of Output Cuts Set to Spur Crude Oil Rebound, MRP Adds LONG Crude Oil & US Energy to Our List of Themes Spot prices of crude oil were wiped out in March by the accelerated spread of Coronavirus and a Saudi-Russian price…McAlinden Research PartnersApril 7, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Expect Oil Refiners to Lag When Energy Market Rebounds Oil refiners are in a tough spot. Gasoline and jet fuel prices have been falling faster than crude oil, pushing…McAlinden Research PartnersApril 6, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Tankers are the Big Winners of the 2020 Oil Crash The oil market flipped into contango in January, indicating an oversupply of the commodity. On January 30, while February futures…McAlinden Research PartnersApril 2, 2020
★ Daily Intelligence Briefings (DIBs)Energy & Environment Russia’s Oil Offensive Targets Debt-Laden US Shale In breaking with Saudi Arabia and the rest of OPEC on new oil output cuts, Russia’s real objective is to…McAlinden Research PartnersMarch 10, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeEnergy & Environment 4 Reasons Middle East Stocks Will Underperform in 2020 2020 is shaping up to be a challenging year for the Gulf states. Oil demand is set to contract this…McAlinden Research PartnersFebruary 24, 2020
★ Daily Intelligence Briefings (DIBs)Energy & EnvironmentPolitics & Policy Crude’s Coronavirus Collapse Comes at a Terrible Time for US Oil & Gas The Coronavirus has unsurprisingly struck oil markets hard in 2020, estimated to have wiped out 20% of China’s crude demand,…McAlinden Research PartnersFebruary 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & Environment Seismic Shift Will Accelerate the Decoupling of Clean Energy from Oil & Gas Decarbonization appears to be this year’s cause célèbre. The topic was top of the agenda at the World Economic Forum…McAlinden Research PartnersJanuary 27, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Oil Refiners are Having a Stellar Month, All Things Considered Disruptions to Saudi Arabia crude oil productions will could have a material negative effect on several industries, including airlines, shipping…McAlinden Research PartnersSeptember 19, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Spiking Energy Costs Could Sting Shipping & Transport Stocks Following 50% of Saudi Arabian crude oil going offline due to a devastating drone attack on 2 of the country’s…McAlinden Research PartnersSeptember 17, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Energy Slump Deepens, but Could Subside in Coming Months Sinking profits may finally be about to bite shale producers in basins across the country as extraction of oil and…McAlinden Research PartnersAugust 21, 2019