★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentⓁ Saudi Arabia Chinese Energy Demand Supports New International Investments, North American Capacity Remains Subdued US oil output remains subdued below pre-pandemic highs and, with energy prices well below a subsequent boom in 2022, investment…McAlinden Research PartnersMarch 28, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentMarkets Refinery Margins Resilient as Fuel Prices Rebound, Disruptions Continue to Roil Output US refinery runs have remained suppressed after a winter storm knocked millions of barrels of capacity offline along the US gulf coast…McAlinden Research PartnersJanuary 25, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Refiner Margins Rise to New Highs, but Threat of Gov’t Action on Export Curbs Keeps a Lid on Stock Prices Refinery Margins are surging, but that is doing little to help the performance of their stock prices. A worsening shortage…McAlinden Research PartnersOctober 17, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy White House Steps Up Demands For More Oil & Gas, Windfall Tax Proposals Being Reviewed Elevated oil and gas prices have foisted the prospect of windfall taxes and executive action into the spotlight. Following the…McAlinden Research PartnersJune 16, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Refiners Take Definitive Steps to Change Their Fortunes The plunge in gasoline and jet fuel demand in the wake of Covid-19 lockdowns has set refiners on probably their…McAlinden Research PartnersAugust 20, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment Gasoline’s 56% Price Rebound is Just the Halfway Mark Memorial Day weekend has come and gone, marking the start of the U.S. summer driving season. This sets the stage…McAlinden Research PartnersJune 4, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & Environment The Pieces are Falling in Place for a Gasoline Price Rebound Given the imminent re-opening of America's economy and the start of peak driving season in coming weeks, US gasoline demand…McAlinden Research PartnersApril 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)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
★ 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