★ Daily Intelligence Briefings (DIBs)Commodities Get Ready for US Refiners to Rebound Heading into 2020 Oil prices are weaker on concerns about slower global growth. US gasoline demand is at record levels. Capacity utilization at…McAlinden Research PartnersAugust 15, 2019
↺ Theme AdjustmentsCommodities Adding Long Refiners & Suspending Long U.S. Energy, Crude Oil, and Oil & Gas Services 2019 has been an interesting year for the gasoline market. The year started out with some of the strongest stock…McAlinden Research PartnersJuly 2, 2019
★ Daily Intelligence Briefings (DIBs)Commodities New Market Dynamics Favor US Refiners Things are looking up for US refiners. Strong domestic demand for gasoline and the demise of the biggest refinery on…McAlinden Research PartnersJuly 1, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Cuts, Conflict, and Other Crude Oil Concerns on the Rise As OPEC begins to lean toward extending their output cuts, international supplies continue to drain. However, international tensions are rising,…McAlinden Research PartnersMay 21, 2019
★ Daily Intelligence Briefings (DIBs) Global Crude Disruptions Brewing as Trump Blocks More Iranian Oil Tensions in some of the world’s most volatile oil markets are on the rise again. The foremost disruption to global…McAlinden Research PartnersApril 23, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Crude Keeps Climbing on Sliding Supply and New Disruptions As global crude inventories have begun trending downward, a prolonged bull run, at least through mid-year, seems more and more…McAlinden Research PartnersMarch 12, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Oil’s Strong Start Signals a Crude Comeback Through 2019 Although oil saw a rapid decline in benchmark prices at the end of 2019, MRP remains bullish on crude prices…McAlinden Research PartnersJanuary 15, 2019
★ Daily Intelligence Briefings (DIBs)Commodities The Oil Bulls’ Bounce-Back Formula for 2019 Oil markets experienced their worst monthly downturn in November, but in light of OPEC+’s agreement to reinstate output cuts, as…McAlinden Research PartnersDecember 12, 2018
★ Daily Intelligence Briefings (DIBs)Commodities Catalysts For A New Crude Turnaround Recent jumps in crude inventories have worried investors and prompted some analysts to begin calling for a sustained downturn in…McAlinden Research PartnersOctober 31, 2018
★ Daily Intelligence Briefings (DIBs)Commodities A New Capex Campaign: Oil and Gas Services Set to Boom on Energy Expansion Although oil prices have boomed over the last year, energy equipment and service firms have continued to struggle, not seeing…McAlinden Research PartnersOctober 16, 2018