★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Military Aid to Ukraine Continues Bolstering Defense Contractors as Funds will Flow for “As Long as it Takes” Ukrainian President Zelensky's first international trip since Russia's invasion of his country was to the US, culminating in an address…McAlinden Research PartnersDecember 22, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Backlogs Building as Demand for US Arms Overflows, Ukraine Assistance Closing in on $20 Billion The US's continued support for Ukraine since the start of Russia's invasion last February is approaching $20 billion and has…McAlinden Research PartnersNovember 30, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & EnvironmentPolitics & Policy EU Price Cap on Russian Oil Unlikely to Meaningfully Impact Price, Will Probably Include Exemptions Ongoing talks surrounding a proposed EU "price cap" on Russian oil have stalled but will have to conclude before the Union's…McAlinden Research PartnersNovember 28, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Uranium Prices May be in Peril as Renewed Shelling Rocks Europe’s Largest Nuclear Power Plant Ukraine's Zaporizhzhia Nuclear Power Plant has remained right on the front line of the Russian invasion since February of last year…McAlinden Research PartnersNovember 22, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Russia Likely to Renew Black Sea Shipping Deal with Ukraine, But Potential for Wintertime Escalation Looms After several weeks of negotiations, it appears Russia will agree to an extension of their deal with Ukraine, Turkey, and…McAlinden Research PartnersNovember 15, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy Central Banks Embark on a Gold Buying Spree as Instability Threatens to Spark a Rally Though gold has skidded into its worst losing streak in more than 150 years, central bank buying has accelerated to…McAlinden Research PartnersNovember 2, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Defense Sector Earnings, Developments in Ukraine Detail Significant Upside for Weapons and Equipment Sales Q3 earnings figures in the US aerospace and defense industry were broadly positive, pushing up valuations across the sector throughout…McAlinden Research PartnersOctober 31, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy Potential Nord Stream Sabotage Strikes Latest Blow in Global Struggle for Energy Supplies Seismologists and security officials have indicated that severe leaks in both Nord Stream pipelines were caused by explosions, likely constituting…McAlinden Research PartnersSeptember 28, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Defense Firms Set to Earn Billions of Dollars in New Contracts Amid Militarization of Eastern Europe Military spending and US foreign aid is tilting heavily toward the EU and NATO's borderlands in the eastern part of the European…McAlinden Research PartnersSeptember 20, 2022